Compliance

In other ways, the excessive fee lawsuit is identical to others filed by law firm Capozzi Adler.

With the electronic disclosure delivery regulation in the bag, retirement industry lobbyists have turned their attention back to the ambitious Portman-Cardin bill, a version of which could soon...

A payment of $9 million will be made to “fully, finally and forever resolve, discharge and settle the released claims.”

The district court’s partly overturned ruling against the plaintiffs followed the school’s standard filing of a motion to dismiss for failure to state a claim. 

After years of litigation and an eight-day bench trial, neither side can claim complete victory in the complicated case of Ramos v. Banner Health.

A federal judge noted that the pandemic will affect civil jury trials in the Southern District of New York “for a considerable and presently unknowable time to come.”

Each year, the Internal Revenue Service adjusts its annual contribution limitations for health savings accounts to account for inflation.

Compared with other regulatory efforts undertaken in recent years by the Department of Labor, this one enjoys near universal support among retirement plan industry stakeholders.

The close passage of the Heroes Act in the House of Representatives, with 208 yeas and 199 nays, underscores the difficult path ahead for the fourth coronavirus relief...

The plan in question has about $800 million in assets, meaning it is quite a bit smaller than many other employers that have faced fiduciary breach lawsuits.

On its face, the multiemployer pension relief included in House Democrats’ fourth relief proposal resembles a plan floated last year by two influential Republican senators—though the devil is...

The interim ruling permits the lawsuit to proceed to discovery and emphasizes the importance of language included in summary plan descriptions.

The agency says proper use of catch-up contributions will be an examination focus for 403(b) plans in fiscal year 2020.

Participant communications about coronavirus-related distributions should include language that state tax treatment may vary, or that participants should check with an expert about what state taxes may apply.