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Library » Regulatory FAQs: Department of Labor Fiduciary Re-Proposal

November 23, 2015 | Retirement Plans

I’ve been told that the Department of Labor’s proposed definition of fiduciary expands the number of people who would be considered “fiduciaries” under ERISA. What does that really mean? In April 2015, the Department of Labor (DOL) issued a proposed rule that would require retail investment …

Library » Department of Labor Re-Proposes Conflict of Interest Rule, Schedules Hearings

August 12, 2015 | Retirement Plans

The regulatory environment is an area that Manning & Napier constantly monitors for potential ripple effects on investment objectives. Recently, there has been no shortage of drama as the Department of Labor (DOL) unveiled its conflict-of-interest proposal for public comment. In April, the DOL …

Shawn Sanderson

Senior Investment Consultant

Library » Converge, Volume 7: Custom Target Date Fund Perspective

August 06, 2015 | Retirement Plans

Target date fund (TDF) selection and monitoring is becoming more important as the assets held in these funds grow. Within the next decade, assets held by target date funds may surpass $1.5 trillion. In recognition of the challenges facing plan fiduciaries specific to evaluating TDFs, in …

Jeff Coons

President

Library » Raising the Bar on Target Date Due Diligence: Demographics Matter

June 22, 2015 | Retirement Plans

Manning & Napier and Strategic Insight are pleased to provide this whitepaper highlighting emerging trends and fiduciary considerations regarding certain popular industry target date due diligence tools. Investment due diligence–especially of the retirement plan’s default investment option–is …

Library » Webinar: Emerging Trends in Retirement Investment Due Diligence

June 15, 2015 | Retirement Plans

This discussion provides retirement plan advisors with industry intelligence on the recent trends in investment menu construction. In addition, it offers actionable advice on how retirement advisors can enhance their current due diligence processes with evaluation of the plan’s unique demographics …

Library » Tibble v. Edison: A Reminder for Fiduciaries

June 11, 2015 | Retirement Plans

The recent 9-0 Supreme Court decision in Tibble v. Edison should remind plan sponsors and their advisors to review investment options regularly and to keep careful records documenting the review and the reasons for any decisions made. The Case Under ERISA, participants have six years to sue for …


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