Compliance

Creating a requirement for recordkeepers to provide lifetime income projections is a popular idea, but the EBSA’s proposed framework is...

The lawsuit challenges the use of actively managed funds over passive funds and the use of higher-cost share classes, among other things.

Parties agreed that a payment of $225,000 will settle the remaining claim in the case related to the share class of the TIAA-CREF Lifecycle Funds.

The drumbeat of Employee Retirement Income Security Act (ERISA) excessive fee lawsuits rolls on.

The 7th U.S. Circuit Court of Appeals last year overturned a lower court’s decision to summarily dismiss the lawsuit, which argued OSF Healthcare System’s retirement plan should be...

Negative reactions immediately piled in from concerned stakeholders and consumer advocates who say the proxy voting rule amendments will stifle shareholder engagement.

While a court has ruled the plan’s advisers should be carved out of the litigation, the counts against Home Depot fiduciaries will proceed.

The suit alleged 401(k) plan fiduciaries selected numerous investment options not to benefit the plan or its participants, but because they paid fees to Mutual of Omaha or...

An economic consultant discusses what plan fiduciaries should consider during this uncertain period and future litigation to look out for.

The district court declined to rule on the reasonableness of comparing actively managed funds to passively managed index funds on a motion to dismiss, clearing the way for...

The Blue Cross and Blue Shield Association National Employee Benefits Committee says if the investment strategy of certain funds had been followed, they wouldn't have lost as much...

Now that the U.S. Supreme Court has ruled on the meaning of 'actual knowledge,' Christopher Sulyma has joined a lawsuit filed against Intel last year.

Pentegra Retirement Services and other plan fiduciaries are accused of failing to make sure fees are reasonable and acting in Pentegra’s, not plan participants', interest.

‘Credential stuffing’ is a method of cyberattack to client accounts that uses compromised client login credentials, resulting in the possible loss of customer assets and unauthorized disclosure of...

Retirement plan advisers were given ideas to consider and actions to take in response to new legislation, regulation and litigation.