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1. • DOL Fiduciary Rule 2024: What It Means for Investors

     Morningstar· 2 days ago

     Knowing whether your financial advice is coming from a trusted professional or someone akin to a car salesman may soon become easier. This week, the Department of Labor published the

2. • Judge rejects Duke University's request to dismiss pension lawsuit

     Pensions & Investments· 3 days ago

     A federal judge in Durham, N.C., has rebuffed a request by Duke University to dismiss a lawsuit by a defined benefit plan retiree, Joy G. Franklin, who claimed the university ...

3. • Louisiana State Employees Retirement System Invests $879,000 in CNO Financial Group, Inc. (NYSE:CNO)

     ETF DAILY NEWS· 2 days ago

     Louisiana State Employees Retirement System bought a new position in shares of CNO Financial Group, Inc. (NYSE:CNO – Free Report) in the 4th quarter, according to its most ...

4. • 

     What is the true cost of the UK state pension?

     Yahoo Finance UK· 5 days ago

     It’s worth saying that these aren’t fixed figures. Annuity rates move up and down regularly so you may get more or less income depending on when you...

5. • Stacy Bush: The Triple Dangers of Inflation for Pre-Retirees

     The Valdosta Daily Times· 7 days ago

     With each uptick in the Consumer Price Index (CPI), the financial security and stability of those planning for retirement are put at risk. In March, the Consumer Price Index ...

6. • Conquer Retirement Risks: 4 Threats and How to Beat Them

     TheStreet.com· 5 days ago

     Learn about the 4 biggest threats to your nest egg and how financial advisors can help you conquer them. For example, individuals face investment risk (i.e., the risk that their investments ...

7. • 

     I Have $900k in a Roth IRA and Would Receive $2,200 Monthly From Social Security. Can I Retire at...

     SmartAsset via AOL· 3 days ago

     Imagine that you have $900,000 in a Roth IRA and collect another $2,200 per month in Social...

8. • Final 417(e) Regulations Add New Requirements and Offer Design Flexibility | JD Supra

     JD Supra· 3 days ago

     The US Internal Revenue Service (IRS) recently issued final regulations concerning “minimum present value requirements” for tax-qualified defined benefit plans (DB plans). There are three primary ...

9. • 

     Where Americans Are Keeping Most of Their Savings — And Why It’s a Problem

     AOL· 5 days ago

     Many Americans couldn’t even put together $1,000 to pay off an emergency expense, and most are...

10. • Pension, Hosp. & Benefit Plan of the Elec. Indus. v. Convergeone Dedicates Serv. LLC | New York Law...

      Law.com· 5 days ago

      ...AND ORDER The plaintiff, the Pension Hospitalization & Benefit Plan of the Electrical Industry (the “Pension Plan”), filed the current action seeking to vacate an arbitration award issued pursuant to the Employee Retirement Income Security Act (“ERISA”), Section 4221(b)(2), 29 U.S.C. §1401(b)(2)...