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Due Diligence
Buffett casts a long shadow over Berkshire Premium content
...Simpson Thacher & Bartlett has hired Erica Rozow as a partner focused on Erisa-related aspects of investment fund matters, based in New York. She joins from Kirkland & Ellis....
May 3, 2022
Cyrus Taraporevala
US regulators wrong to dismiss ESG investing for pensions
...We agree with the DoL, which supervises Erisa plans, that managers must not use pension plan assets to advance objectives that conflict with that financial imperative....
August 2, 2020
FT Live
Future of Asset Management Europe
New fund firm models for Europe's resurgence
Tuesday, 12 NovemberLondon, UK
Retirement
Local language helps Hawaiian retirement adviser to connect
...He told Mr Tsukazaki he should be putting money into his 401(k) fund but he was recently divorced, had three children and could not spare the cash....
October 10, 2019
FTfmJohn Dizard
Advent of state-mandated saving plans create gladiatorial arena
...), the federal pension fund regulation law....
April 21, 2017
Smart MoneyJohn Authers
Private equity is a pension aid for the young
...But a new Erisa, that was not such a boon to the established managed fund industry, and offered to default twentysomethings into large collective funds aggressively looking for opportunities in private markets...
July 15, 2015
Retirement
US pensions: low fees attract investors
...As a best practice, plan sponsors should include diverse investment strategies, including actively and passively managed funds, says Thomas Bastin, chief executive and general counsel for ERISA Fiduciary...
May 27, 2015
FT Live
FTWeekend Festival: U.S. edition
Where the Financial Times weekend paper comes to life
Saturday, 4 MayThe REACH, at the Kennedy Center for the Performing Arts, F Street Northwest, Washington, DC, USA
News in-depthGlobal Insight
White House heads for battle over pensions reform
...For the White House, this advice is “conflicted”, and leads to lower funds for savers when they retire....
February 26, 2015
Fund management
The ‘Gray Lady’ harbours global aspirations
...Target-date funds usually involve using passive funds, an area that Mr Waddell sees as increasingly interesting....
March 30, 2014
On MondayJohn Authers
Why are markets inefficient and what can be done about it?
...The institutionalisation of investments is a relatively recent phenomenon, arguably dating back no earlier than the “Erisa” pension reforms in the US some four decades ago....
March 9, 2014
Fund management
US rethinks public sector DB schemes
...In California we have 7m people in that situation,” he says....
April 8, 2012
FT AlphavilleLisa Pollack
Banks refuse to clear trades unless they can keep grandma’s money
...In the below, a pension fund governed under the Employee Retirement Income Security Act (Erisa) has a trading relationship with a bank....
January 2, 2013
Special Report
Benefit corporations: Social missions
...“Erisa has some very strict laws about what pension funds can invest in. For the ESG and impact investing community, those are quite limiting,” says Kassoy....
May 17, 2012
EU business regulation
Global standards are still a far-off goal
...It has been a great way of harmonising the global funds industry.” US constructs include the creation of Erisa funds in 1974, the standard US pension vehicle, which led to the global custody system....
April 8, 2012
Americas finance
Fixing a failed US pensions scheme
...More than half (58 per cent) of US DC plans offer target date funds, according to research by the Profit Sharing Council of America, an industry trade group....
January 24, 2010
Fund management
Investors and share voters drift far apart
...This reality was amplified in the US by two seminal regulatory decisions by the Securities and Exchange Commission and the Department of Labor, which administers Erisa (the statute covering pension plans...
May 11, 2010
FT Live
Financial Adviser Service Awards 2024
Who gives you 5 star service?
Thursday, 21 NovemberNatural History Museum, Cromwell Road, London, UK
Fund management
Industry eyes lawsuits over pension investment
...At the heart of the cases is the Employee Retirement Income Security Act (Erisa), the 1974 law that establishes minimum standards for managing pension plans....
January 10, 2010
Fund management
Asset manager hits back in lawsuit
...) by allegedly mismanaging certain bond funds and misrepresenting their risk....
June 1, 2009
Fund management
Moves to convert pension wealth into long-term income
...How do you gain trust? That’s an expensive selling job.” The sales costs that burden retail products can cut the income an annuity is able to pay by 3 to 7 per cent....
March 1, 2009
FT AlphavilleIPOs
See you in court, Countrywide edition
...Eighteen class action complaints for violations of the Employee Retirement Income Security Act (ERISA) in California: The complaints principally contend that it was not prudent for the Company to permit...
August 13, 2008
Fund management
Many US pension plans keep funding to a minimum
...Erisa, the 1974 law governing pensions, required a written funding policy....
September 28, 2008
US society
Justices rule on benefit plan claims
...MetLife argued that existing federal benefits law expressly permitted a company responsible for evaluating benefit claims to also fund benefit payments....
June 19, 2008
Wall St despatch: Pensions worry CEOs
...In December, Goodyear Tire & Rubber reached agreement with the United Steelworkers union to pay $1bn into a health-care trust to take on the medical benefit liabilities of union retirees....
July 25, 2007
Mergers & Acquisitions
Wall Street Despatch: Pensions worry CEOs
...Interestingly, Cerberus Capital Management, the hedge fund, is one of the backers of a buyout vehicle formed last year called Retiree Benefits....
July 26, 2007
US & Canadian companies
Maryland’s ‘Wal-Mart’ law challenged
...The law requires companies with more than 10,000 employees in the state to spend at least eight per cent of their payroll on employee healthcare, or pay the difference towards a public health fund....
February 7, 2006

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