Despite taking a drubbing over her insistence on issuing a rule to amend the definition of fiduciary under ERISA , Phyllis Borzi remains steadfast in her conviction to do so.
It's a potentially daunting task since some funds may have 10 or more share classes, says ERISA guru Fred Reish.
Stadion Money Management, an asset manager based in Watkinsville, Ga., announced Tuesday that is offering ERISA 3(38) fiduciary management on its target-date funds.
Matrix, a Broadridge Financial Solutions company, released a practice guide at the FSI conference outlining a three-step action plan advisors can take to ensure they’re complying with fiduciary standards under ERISA .
This week in new hires, Security Benefit welcomed George Beale and Jeffrey Kayajanian, CapWealth named Phoebe Venable president and COO, and the DOL named five new ERISA Advisory Council members.
There are few things more rewarding in professional practice than explaining a certain plan investment concept to a participant and seeing the light bulb go on.
There doesn't appear to be anything in ERISA that would allow a product provider to limit its fiduciary role to the fund level or platform level.
Alliant Energy Announces First Quarter 2013 Results
Get the details on plan sponsors as default fiduciaries and how ERISA fiduciary status is determined.