| Tibble Case to Get Another Review by 9th Circuit |
| A majority of non-recused, active judges in the 9th U.S. Circuit Court of Appeals ordered the case of Tibble v. Edison International be reheard en banc by the full panel of appellate judges. In its order, the appellate court said the previous decision by a three-judge panel “shall not be cited as precedent by or to any court of the Ninth Circuit.”
Read more > |
|
| Cost Sharing in Mandatory Arbitration Provision Does Not Violate ERISA |
| A district court compelled arbitration for a spouse seeking the full benefits in her deceased husband’s 401(a) and 403(b) plans.
Read more > |
|
| Fidelity Encourages Advisers to Exploit ‘State of Flux’ |
| Advisers have been in a “constant state of flux,” according to a quarterly Fidelity survey, but they are also “making sense of the range of short- and medium-term factors in play.”
Read more > |
|
| The Value in Surveying Your Clients |
| Being in a hands-on, detail-oriented service business, many retirement plan advisers may think they know all there is to know about their plan sponsor clients. However, plan sponsors may not always be forthcoming about reservations they may have or, for that matter, services they appreciate.
Read more > |
|
