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5 Nov 2009, 6:41 am
On November 3, 2009, the Financial Planning Coalition sent a letter to members of the House Financial Services Committee expressing the Coalition's concern regarding an amendment to the Investor Protection Act of 2009 (“IPA”), which was passed by the Committee on October 25, 2009. [read post]
5 Dec 2019, 11:17 am
In WPN, the Department of Labor alleged that the Retirement Committee for two plans sponsored by Wheeling Corrugating Company and its affiliates (the “Retirement Committee”) breached its fiduciary duty by failing to monitor the investment fiduciary appointed to manage plan assets (the “Investment Manager”) and failing to remove the Investment Manager when it did not follow instructions from the Retirement… [read post]
29 Aug 2016, 5:21 am
Members will have the right to form committees that will have broad rights to review information about all aspects of plan administration including investments. [read post]
14 Mar 2021, 5:00 pm
Most well-advised employers have robust fiduciary governance structures for their retirement plans built around administrative and investment committees, which have adopted written charters and meet regularly. [read post]
27 Jul 2017, 2:22 pm
Dhillon, managing partner for real estate investment firm Regent Co., appeared before the Housing and Urban Affairs Committee to explain how he plans to ... [read post]
19 Jul 2011, 8:52 am
The Church Plan Investment Clarification Act. [read post]
27 Sep 2021, 4:15 am
Today, the SEC’s Small Business Capital Formation Advisory Committee will meet, and the Committee plans to discuss changing dynamics for pre-IPO companies raising capital and the pathways those companies take to becoming public. [read post]
16 May 2012, 1:57 pm
Guests from Industry Canada and Canadian Heritage will include Jenifer Aitken (Director General, Investment Review and Strategic Planning Branch, Industry Canada) and Missy Marston-Shmelzer (Deputy Director of Investments and Director, Cultural Sector Investment Review, Canadian Heritage). [read post]
2 Jun 2022, 3:07 pm
Along with these fiduciary duties, the trustees of the Kentucky Public Pension Authority, for example, have adopted an investment policy that expressly provides that, in "instances where the Investment Committee has determined it is desirable to employ the services of an external Investment Manager," those "Investment Managers … agree to serve as a fiduciary to the Systems. [read post]
31 Jan 2013, 12:02 am
TaxVox Blog: Camp’s Investment Tax Plan: Implications for Lower Rates on Capital Gains? [read post]
17 Mar 2011, 9:37 am
The Committee also recommended that companies arm themselves with knowledge of whether the investment options in their defined contribution retirement plans engaged in securities lending. [read post]
26 Feb 2020, 1:03 pm
Investment Policy Committee v. [read post]
17 Apr 2012, 10:05 pm
The Consultant/Advisor Project focuses on the receipt of improper or undisclosed compensation by employee benefit plan consultants and other investment advisers. [read post]
22 May 2012, 1:37 pm
Plan fiduciaries generally are required by ERISA 404 to invest prudently and for the exclusive benefit of plan participants and beneficiaries. [read post]
28 Jul 2011, 6:29 am
In so doing, Borzi told the Committee EBSA is aiming to address conflicted investment advice while not unnecessarily disrupting existing compensation practices or business models. [read post]
26 Sep 2006, 10:46 am
Defendants are the plan sponsors, their directors, and individuals (usually high-level employees) serving as plan administrator or on a plan administrative or investment committee. [read post]
12 Apr 2016, 3:50 pm
Employer and other employee benefit plan sponsors, benefit plan committees and fiduciaries, and the broker-dealers, financial advisors, insurance agents and other plan service providers that provide investment-related platforms, advice, recommendations or other services for employee benefit plans need to reevaluate the fiduciary status of their service providers and begin restructuring as necessary their associated relationships, service provider… [read post]
12 Apr 2016, 3:50 pm
Employer and other employee benefit plan sponsors, benefit plan committees and fiduciaries, and the broker-dealers, financial advisors, insurance agents and other plan service providers that provide investment-related platforms, advice, recommendations or other services for employee benefit plans need to reevaluate the fiduciary status of their service providers and begin restructuring as necessary their associated relationships, service provider… [read post]
25 Oct 2022, 6:30 am
Beyond legislation on divestment and state contracts, states are deploying task forces, investigations and report committees to encourage or discourage ESG investing. [read post]
19 May 2010, 9:21 am
The new regulations for defined contribution plans investing in publically traded employer securities took effect immediately today (May 19, 2010) upon their publication here in the Federal Register. [read post]
