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Showing 1 - 10 of 11 results for "ERISA"

Laws to limit US pension plans' use of ESG pass

JAMIE WILLIAMSON | FRIDAY, 16 JAN 2026

... looks to curtail use of ESG by pension funds, particularly those governed under the Employee Retirement Income Security Act (ERISA). The bill was put forth by Congressman Rick Allen, who said the aim was to codify the idea that maximising investment ...

Trump signs order to open 401(k)s to private markets

JAMIE WILLIAMSON | FRIDAY, 8 AUG 2025

... duties in relation to alternative assets in 401(k) plans governed by the Employee Retirement Income Security Act of 1974 (ERISA) and other defined contribution offerings. It also directs the Securities and Exchange Commission to facilitate access by ...

ESG impacts on US pension funds tested

RACHEL ALEMBAKIS | MONDAY, 13 FEB 2023

... are leading the suit, which alleges that the rules change violates the Employee Retirement Income Security Act of 1974 (ERISA) Administrative Procedure Act, and that the rule departs from policy put in place by the previous Trump administration ruling ...

Strengths and weaknesses in DC systems: Comparison

ANDREW MCKEAN | FRIDAY, 13 JAN 2023

... allocation as seen in Australia. This is possibly because the principal regulating governing retirement finance in the US, ERISA, imposes fiduciary responsibility on employer/plan sponsors, Pilger said. "Many believe this to be a hindrance for the diversification ...

Goldman Sachs charged over ESG failures

JAMIE WILLIAMSON, RACHEL ALEMBAKIS | WEDNESDAY, 23 NOV 2022

... which ESG and climate change can be integrated into investment decisions like asset allocation and proxy voting by so-called ERISA funds, which are private workplace-based pension plans. The new rule change clarifies that a fiduciary's "duty of prudence ...

The future of defined contribution asset allocation

ANDREW MCKEAN | MONDAY, 7 NOV 2022

... for savers, innovation is encouraged. Without encumbering US regulations like the Employee Retirement Income Security Act (ERISA) that holds the executive leadership of 401(k) sponsoring companies personally liable for fiduciary compliance, super schemes ...

Good quarter but bad year for US instos

KANIKA SOOD | WEDNESDAY, 29 JUL 2020

... reported a median return of 11.14% in the three months to June but year-to return date segments stand at -3.8%. Corporate ERISA [Employee Retirement Income Security Act] pension plans returned 10.55% at the median in June quarter. Median ERISA pension ...

US considers restricting ESG in pensions

ELIZABETH MCARTHUR | WEDNESDAY, 22 JUL 2020

... and responsible investing limited. The DOL has proposed an amendment to the Employee Retirement Income Security Act 1974 (ERISA) "to confirm that ERISA requires plan fiduciaries to select investments and investment courses of action based solely on financial ...

US fiduciary reforms will rock pension funds

ALEX DUNNIN | THURSDAY, 5 MAR 2015

... being pushed by the US Department of Labor (DOL) in its authority overseeing occupational retirement funds subject to the ERISA legislation. Lisa Bleier, managing director for public policy and advocacy at the Securities Industry and Financial Markets ...

Republicans vote that advisers have no best interest duty

ALEX DUNNIN | FRIDAY, 1 NOV 2013

... involved in pension funds and retirement products, groups it regulates under the Employee Retirement Income Security Act (ERISA). "The Department of Labor proposed a change to the definition of fiduciary under the Employee Retirement Income Security ...

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BT appoints new head of strategy

KARREN VERGARA

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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