Tag: ERISA

The IRS, EBSA and the PBGC want to simplify and improve the process of creating and submitting the Form 5500 for employers. 

The DOL published a pretty substantial list of technical corrections to the Best-Interest Contract Exemption—including mostly minor clarifications but also a few potentially substantial adjustments. 

After 16 years, a court has consolidated and moved forward ERISA claims of agents who had their employment status changed by Allstate.

After an initial “catch-up” adjustment, the DOL will adjust civil monetary penalties annually for inflation.

Under the terms of a proposed lawsuit settlement, Transamerica will have to make structural changes in the way it runs its own retirement savings plan, including changing how...

A federal court said that by not repaying the overpaid funds, the former participant has breached her ERISA fiduciary duties.

The firm will hold both local events and webcasts featuring its own and outside experts.

Plaintiffs in the suit contend plan fiduciaries did not follow ERISA, then claimed "church plan" status when announcing the plan would be terminated.

The final fiduciary rule is out, so what do you need to know? And, just as important, what can you do right now to prepare?

Litigation is the main concern for DC plan sponsors right now.

Following the firm’s open letter to Congress, it is working with key Senate and House members to submit a bill.

Two national insurance advocacy groups have “reluctantly” joined the growing list of plaintiffs asking the federal courts to declare the DOL’s new fiduciary rule arbitrary and capricious. 

A new “church plan” lawsuit argues an employer improperly claimed church plan status for its pension—and more fundamentally that church plans themselves may violate the First Amendment to...

The appellate court noted that under Amara, if the participants cannot get relief with their benefit claims, they can seek an equitable remedy for breach of fiduciary duty...

The decision was already cited in the Supreme Court's order regarding the Verizon pension risk transfer lawsuit.

The settlement agreement calls for Saint Francis Hospital to contribute $107 million to fund its pension plan.

The U.S. Supreme Court found an appellate decision regarding a Verizon pension plan risk transfer flawed, considering the trust law underpinnings of the Employee Retirement Income Security Act.