Remy Samuels

1 week ago | plansponsor.com | Remy Samuels

Financial Finesse announced the appointment of Todd Lacey as president, slated to play a “critical role” in the financial wellness platform’s expansion and in the company’s plans to meet the growing demand for personalized financial coaching solutions. Lacey’s appointment is planned to allow CEO Liz Davidson to focus more on the company’s vision and strategic direction, dedicating her time to innovations, partnerships, investments and acquisitions, according to the announcement.

1 week ago | plansponsor.com | Remy Samuels

U.S. Circuit Judge Catharina Haynes, of the U.S. 5th Circuit Court of Appeals, granted the Department of Labor’s request for another 60 days to consider its next steps in two court cases challenging the department’s 2024 Retirement Security Rule. On Tuesday, Haynes granted the DOL’s unopposed motion to extend the existing abeyance for an additional 60 days to June 16, 2025.

1 week ago | planadviser.com | Remy Samuels

The Social Security Administration on Monday began using its newly enhanced “fraud prevention tools” for claims filed over the phone. This comes after the agency caused widespread confusion over the last few weeks, as it recently reversed its plans to prevent retirees from completing claims over the phone.

1 week ago | plansponsor.com | Remy Samuels

The Social Security Administration on Monday began using its newly enhanced “fraud prevention tools” for claims filed over the phone. This comes after the agency caused widespread confusion over the last few weeks, as it recently reversed its plans to prevent retirees from completing claims over the phone.

1 week ago | planadviser.com | Remy Samuels

The main drivers of fiduciary liability insurance pricing include: fee levels; the quality of plan committee minutes; and investment adviser and outsourced chief investment officer mandates, according to a recent Aon survey of the largest 15 providers of fiduciary liability insurance.