Compliance
Senate Votes to Overturn DOL Rules on Government-Run Retirement Plans
Fiduciary Rule Delay Under Final Review
Experts warn that plan sponsors may face their own set of challenges if and when the DOL fiduciary rule is overturned by the new administration.
High Court Hears Oral Arguments in Church Plan Cases
Taxation of Retirement Accounts Is On the Table
One ERISA industry advocate directly engaged with members of Congress says he expects more proposals to emerge from Republicans seeking to “significantly alter our retirement system,” most likely...
IRS Seeking Suggestions for DB Plan Webinar
Anthem Excessive Fee Case Moves Forward
District Court Moves Ahead On Oracle 401(k) Challenge
A district court judge in Colorado has sided with the recommendation made by a magistrate judge, ruling that plaintiffs have sufficiently stated a claim in an ERISA lawsuit...
Bill Aims to Help Small Businesses Aggregate Form 5500s
ERISA Legality Claims Need Not Be Administratively Exhausted
IRI Releases 2017 Policy Agenda
Cash Balance Challenge Defeated By Bank of America
Plaintiffs originally filed their cash balance plan lawsuit in 2004, claiming the way their employer created a cash balance plan by essentially transforming an existing 401(k) represented impermissible...
Surge in Wrong VCP User Fees Prompts IRS Reminders
Plaintiffs In SafeWay ERISA Lawsuit Establish Standing
Court Finds Price for ESOP Purchase Overvalued
The court found trustee Wilmington Trust “rushed its evaluation of the ESOP, failed to follow its own policies, and failed to adequately vet [other valuators’] conclusions.”
DOL to Hold Fiduciary Responsibilities Seminar in Maryland
Lawsuits May Help Define How ERISA Polices Fees and Prudence
Many of the recent legal challenges may appear similar on their face, but the underlying allegations can vary significantly in terms of how they actually apply and test...