Tag: ERISA

A group of retirees should not have received a lump-sum payment from a nonqualified plan at a change in control...

The IRS will host webinars discussing the second cycle E determination letter application process and retirement plan loans to participants.

A federal appeals court in Puerto Rico ruled retirement benefits a participant believed were negotiated were not due under the...

The boutique investment advisory and consulting firm has launched its ERISA 3(21) and 3(38) investment fiduciary services in response to...

The launch of ERISApedia.com provides retirement plan sponsors, administrators, attorneys and advisers with easy access to compliance information and important...

In Amara v. CIGNA Corp., an appellate court has once again agreed that a change in plan terms is an...

A lawsuit claims fiduciaries to Avon Products defined contribution plan violated their duties to participants by keeping company stock as...

In one of many cases challenging a retirement plan’s “church plan” status under ERISA, a federal district court has ruled...

The U.S. Department of Treasury maintains the view that its myRA program is not subject to the extensive reporting, disclosure,...

For plan sponsors with more than 100 participants, one of the most important fiduciary duties is to ensure the plan...

Continuing an annual tradition, consulting firm Mercer has compiled a list of the top 10 recommended steps that defined contribution...

Does an ERISA fiduciary have an obligation to construct a core fund menu?

A lawsuit has been filed that some say is the first to cite the Supreme Court case about whether retirement...

Experts from Drinker Biddle & Reath LLP had no shortage of topics to cover in a recent discussion about potential...

As employers enter the last two years of the preapproved retirement plan restatement cycle, ERISA consultants say restatements are a...

We've all been in a "don't shoot the messenger" situation where you have to be the bearer of bad news...

“I realize there is an important upcoming deadline for certain plan notices—the QDIA, automatic enrollment, and ADP/ACP safe harbor plan...