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CA Attorney General Leads Coalition to Protect the Fiduciary Rule

Headline: California Attorney General Leads Coalition to Intervene in Federal Lawsuit to Protect Retirees Against Financial Advisors Who Put Their Own Financial Gain Ahead of Their Client’s Best Interests
PublicationSierra Sun Times
Article Date: Apr 27, 2018

“Joined by the Attorneys General of New York and Oregon, California Attorney General Xavier Becerra [on April 26] filed a motion to intervene in Chamber of Commerce of the USA, et al. v. U.S. Department of Labor, et al. in order to defend regulations that require retirement investment advisors to put the interests of their clients above their own financial gain.” Read article…

401(k) Lawsuits: What Are the Causes and Consequences?

Headline401(k) Lawsuits: What Are the Causes and Consequences?
Publication: Center for Retirement Research at Boston College
Article Date: May 1, 2018

Lawsuits against 401(k) plans have been on the rise in the past two years, according to a report, “401(k) Lawsuits: What Are the Causes and Consequences,” issued by the Center for Retirement Research at Boston College. In 2016 and 2017, there were 107 lawsuits filed, the highest since 2008 and 2009, when 169 lawsuits were filed. Read article…

California Pension Overhaul Bills Killed

HeadlineCalifornia Pension Overhaul Bills Killed
PublicationChief Investment Officer
Article Date: Apr 27, 2018

“A California state Senate committee has rejected a trio of pension overhaul bills that were intended to stem rising pension costs for the state. The bills that were rejected include a bill that would have barred pension funds that are less than 80% funded from providing cost-of-living adjustments; one that would have allowed local governments to leave CalPERS without paying large termination fees; and a third that would have allowed new state workers to opt for a 401(k) plan instead of a defined benefit pension.” Read article…

California’s most powerful voice on Wall Street? Its pensions

HeadlineCalifornia’s most powerful voice on Wall Street? Its pensions
PublicationLA Times
Article Date: May 6, 2018

“The fight over public pensions in California is almost exclusively described as a dispute between people worried about tax hikes and public servants wanting to get paid what they were promised. But this is only part of the pension story — one focused on the “liability” side of the balance sheet. What’s missing is the “asset” side of that balance sheet.” Read article…

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