Compliance

Different limits and rules for retirement plans qualified in Puerto Rico may cause some operational issues for plan sponsors.

The settlement includes $12 million in monetary contributions, along with mandated administrative changes and the appointment of an independent monitor for the investment lineup. 

Even though there is no typical stable value fund, heading into 2018 there have been three typical types of lawsuits filed against fiduciaries offering stable value funds, according...

A federal district court judge has dismissed the university’s motion for reconsideration of its previous motion to dismiss, while simultaneously granting a motion to stay the litigation process...

The lawsuit alleged Great-West Life & Annuity Insurance Company breached its fiduciary duty of loyalty under ERISA Sections 502(a)(2) and (3)—namely by setting predetermined interest rates artificially low...

The Wall Street Journal published an analysis this week suggesting “at least five governmental agencies have received fake comments challenging the agencies' rules,” including the Department of Labor;...

An appellate court found a divorce decree met all the requirements of a QDRO under ERISA.

Newly leveraged Employee Stock Ownership Plans that borrow a large amount may find that their deductible expenses will be lower.

The Senate HELP Committee cleared Preston Rutledge’s nomination earlier in December; now the full Senate has approved his nomination to a post in which he will play a...

One ERISA attorney who specializes in defending employers against fiduciary breach claims says 2017 has delivered no shortage of important, potentially precedent-setting decisions involving employee benefits law; and...

The bill does not impact tax breaks for retirement savings, either by lowering the amount people can contribute or requiring some or all of the money to be...

In a series of sharply written, dueling reports, experts from the American Council for Capital Formation and CalPERS debate the proper role of environmentally and socially conscious investments—and...

A final rule opens the current program to terminated DC plans and small professional service defined benefit plans.

The new table is for single-employer pension plans undergoing distress or involuntary termination with valuation dates falling in 2018.

Congressional Republicans have successfully pushed a unified version of the Tax Cuts and Jobs Act through the House once, and they may now have to do it again. 

The lawsuit alleged that defendants’ conduct cost plaintiffs and the proposed class millions of dollars needlessly expended on excessive fees and costs; however, in a short but informative...

The text of a combined bill drawing together the House and Senate proposals is slowly emerging ahead of critical up-or-down floor votes scheduled for early next week.

In addition to expanding access to MEPs, the bill would facilitate lifetime income disclosure and clarify the current annuity selection safe harbor.

All employees would have 6% of their income contributed to a workplace retirement plan and have these contributions automatically escalated each year.