As explained in my last post, Things I Worry About (7), the DOL’s EBSA has a number of programs that can restore benefits to plans and ...

The Alpha Fiduciary roster of open-end and exchange-traded funds has had below-average risk-adjusted performance, as evidenced by its average three-year Morningstar Rating of 1.0 stars.

Our investment team conducts a comprehensive quantitative and qualitative analysis of funds, using the extensive fund research and data that you’ve come to trust from Morningstar. Ongoing ...

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Whether, and the extent to which, a plan fiduciary can consider nonpecuniary environmental, social and governance (“ESG”) objectives in selecting plan investments has been a hot-button issue ...

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Grant’s Interest Rate Observer recently wrote that: “Destiny Tech100, Inc., a closed-end fund invested in private ... Thank you for your continued support of Fiduciary Management, Inc ...

The Public Company Accounting Oversight Board released a staff publication highlighting problems it's seeing with audits of journal entries. The publication, Audit Focus: Journal Entries, noted that ...

fiduciary and legal services capabilities. This is the latest successful project between Warba and the Group, which enjoy a longstanding and growing partnership. The Fund aims to generate sustainable ...

Plan fiduciaries of the Allstate 401(k) have prevailed in a fiduciary breach suit challenging their selection of a set of target date funds and advisory services. The suit (Cutrone v. Allstate Corp., ...

(Reuters) — The FDIC sued 17 former executives and directors of Silicon Valley Bank on Thursday, seeking to recover billions of dollars for alleged gross negligence and breaches of fiduciary ...

NEW YORK, Jan. 17, 2025 /PRNewswire/ -- Rosen Law Firm, a global investor rights law firm, announces it is investigating potential breaches of fiduciary duties by the directors and officers of ...