
Compliance
Compliance
Investing
Settlement in Dignity Health Church Plan Lawsuit Gets Preliminary Approval
Given a third shot, a judge found the parties finally got the settlement terms right.
Long-Running Church Plan Case Reaches $25M Settlement
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 subject to ERISA protections.
A New Investing Approach for Public and Church Pension Plans
River and Mercantile suggests that they use equity derivatives to provide contractual exposure to the equity market, but in a way where risk can be managed.