Participant-chosen Financial Advisor is a Plan Fiduciary
January 20, 2006 (PLANSPONSOR.com) - The Department of Labor (DoL), in an advisory opinion letter, says that a financial advisor...
Tag: ERISA
Judge Refuses to Rule on Pension Recoupment Dispute
January 12, 2006 (PLANSPONSOR.com) - A federal judge in Ohio has thrown out worker claims that their employer should be...
Judge Gives Death Benefits to Parents
January 10, 2006 (PLANSPONSOR.com) - Ruling that a Massachusetts couple's marriage was over in everything but the technicalities when the...
Method of Offset for Prior Distributions Violates Anti-Cutback Rule
January 10, 2006 (PLANSPONSOR.com) - The US 2nd Circuit Court of Appeals has ruled that Xerox Corp's method for offsetting...
Malpractice Claim Against Investment Firm not Preempted by ERISA
January 9, 2006 (PLANSPONSOR.com) - The US District Court for the District of Nebraska has rejected the argument that employee...
Court Approves Pension Access to Pay Criminal Fines
January 6, 2005 (PLANSPONSOR.com) - A federal appellate court has rejected efforts by a man convicted of child pornography to...
QDRO Amended After Participant Death not Valid
January 5, 2006 (PLANSPONSOR.com) - The US District Court for the District of New Jersey has determined that an amended...
Severance Denied for Employee who Resigned Before Reorg
January 4, 2006 (PLANSPONSOR.com) - The US District Court for the District of New Jersey has ruled that an employee...
Ending Service Agreement not Interference with Benefits
January 4, 2006 (PLANSPONSOR.com) - The US District Court for the Western District of Pennsylvania has ruled that Independence Management...
Abbott Plaintiffs Win Class Action Certification
January 4, 2006 (PLANSPONSOR.com) - A group of former Abbott Laboratories employees has won the right to collectively challenge their...
Disability Administrative Panel Upheld in Benefits Denial
December 29, 2005 (PLANSPONSOR.com) - A federal appellate court panel has cleared a disability pension benefit plan's administrative committee of...
Options Program Not ERISA Governed
December 23, 2005 (PLANSPONSOR.com) - Because the employer's stock option plan was not an Employee Retirement Income Security Act (ERISA)-governed...
Class Action Status Denied in Case Against Plan Access Freeze
December 22, 2005 (PLANSPONSOR.com) - US District Judge Phyllis Hamilton for the US District Court for the Northern District of...
Court Denies Change of Beneficiary from Ex to Current Wife
December 15, 2005 (PLANSPONSOR.com) - The US District Court for the District of Delaware has ruled that a pension plan...
Employee Not Eligible for Early Retirement Benefits After Resignation
December 14, 2005 (PLANSPONSOR.com) - The US District Court for the Northern District of Mississippi has ruled that a voluntary...
Judge Clears Path for Fund Trading Suit against Strong
December 9, 2005 (PLANSPONSOR.com) - A federal judge in Maryland has allowed a K plan participant to push forward with...
Judge Attacks SPD as Ambiguous
December 9, 2005 (PLANSPONSOR.com) - A federal judge in Texas has ruled for the plaintiff in a lawsuit against a...
Court Overturns Death Benefit Finding
December 7, 2005 (PLANSPONSOR.com) - A federal judge in Michigan has agreed with an accidental death benefit plan participant that...
Pension Committee's Investment Guidelines are Formal Plan Documents
December 7, 2005 (PLANSPONSOR.com) - In a second ruling relating to a Qwest Communications lawsuit, Chief US District Judge Lewis...
Judge Overturns Benefits Denial in Accidental Death Case
December 5, 2005 (PLANSPONSOR.com) - A federal judge in West Virginia has thrown out a benefits denial by an accidental...