Court Moves Forward Suit Over Plans’ Use of Retail Funds
The court decision in Lutz v. Kaleida Health reviews what it takes to be a retirement plan fiduciary and acknowledges...
Tag: ERISA fiduciary
A Year of Legislative and Regulatory Insight
“Saxon Angle” from PLANSPONSOR magazine touches on timely issues of the day.
Divisions Remain in Courts Regarding the Burden of Proof
A case set to go to the U.S. Supreme Court for a decision about who bears the burden of proof...
DOL’s ESG Investing Bulletin Raises Important Questions for Plan Fiduciaries
Given some of the strong language used to warn retirement plan fiduciaries against placing other interests ahead of the financial...
More DC Plan Sponsors Looking to Outsourced Fiduciary Services
The DOL fiduciary rule, though not yet fully implemented, is providing a tailwind for this trend, Cerull Associates says.