PSNC 2016: Fiduciary Rule Fundamentals
The final fiduciary rule is out, so what do you need to know? And, just as important, what can you...
Tag: ERISA
Constitutionality Question Raised in Church Plan Challenge
Participants in a “church plan” say their employer improperly claimed the protected status, violating both ERISA and potentially the U.S....
Supreme Court Spokeo Decision Could Affect ERISA Plan Litigation
The high court ruling regards establishing whether a plaintiff has alleged a ‘concrete’ injury.
BB&T Finds Itself Targeted in Self-Dealing ERISA Suit
Those in the retirement plan industry hoping for a slowdown in ERISA-based lawsuits will be disappointed to read of a...
Even 'Softer' Fiduciary Rule Will Challenge Providers
One veteran retirement plan adviser predicts the real impact of the new DOL fiduciary rule will take shape over the...
Appellate Court Switches Burden of Proof for Benefits Claim
The court found the employer, not the participant, had access to key information to prove the participant was entitled to...
Service Providers Start Final Fiduciary Rule Analysis
It will be some time still before the fiduciary rule language is fully digested by retirement plan service providers, but...
Sponsors Can Benefit From Their Own Analysis of Portability
The portability of lifetime income products has increased tremendously in recent years, leaving plan sponsors with a lot of outdated...
Questions from ICI on California Secure Choice Plan
The California Secure Choice Retirement Savings Program is meant to provide a voluntary, low-risk, auto-enrollment retirement savings plan for many...
Understanding Tribal Government Retirement Plans
Administering tribal government retirement plans requires understanding of federal law, state law and tribal law.
Education Changes Are Likely With Stronger Fiduciary Rule
The “education carve-out” is considered by retirement plan providers to be one of the most high-stakes elements of the fiduciary...
(b)lines Ask the Experts – What Is a Prohibited Transaction?
“I work in the benefits office of a large museum. Our recordkeeper mentions on a fairly frequent basis that they...
Another Appeals Court Rules on Church Plan Case
A federal appellate court has found that the DB plan offered by Advocate Health Care Network does not qualify as...
(b)lines Ask the Experts – What Is a Settlor Expense?
“We recently submitted an expense to our recordkeeper for reimbursement from plan assets for the retirement plan that we sponsor.
ERISA Pre-empts State Requirements for Health Plans
The U.S. Supreme Court ruled that a Vermont disclosure requirement couldn’t be imposed on a self-funded ERISA plan.
Will Plan Sponsors Feel Effect of SCOTUS Vacancy?
An ERISA attorney feels the Supreme Court vacancy will not be filled before the end of President Obama's term, but...
Case About Reducing Hours Due to ACA Moves Forward
A court found there was plausible evidence that Dave & Buster’s intended to interfere with employees’ rights to benefits.
Plan Document Updates May Be Needed After 'Montanile' Decision
ERISA expert discusses the significant implications of the Supreme Court’s decision in Montanile v. Board of Trustees, especially as it...
SCOTUS ‘Montanile’ Decision Means Lien Enforcement Must Be Quick
It is essential for plan sponsors to understand how liens work under ERISA—and how a recent Supreme Court decision puts...
SCOTUS Passes on ERISA Plan Lawsuit Venue Case
A lack of circuit court conflict has the Supreme Court passing on an important question related to qualified retirement plans:...