Tag: ERISA

IMHO: The Benefits of the Doubt

Those who were wondering when—or perhaps if—the issues raised in those revenue-sharing lawsuits would ever actually be tried got a strong, affirmative response last week.

IMHO: Tractor “Trailer”

About a week ago, Caterpillar agreed to a $16.5 million settlement of one of those allegedly excessive fee/revenue-sharing lawsuits.

QVC Ends 401(k) Loan Investigation

QVC officials have completed their investigation into alleged employee misconduct in taking 401(k) loans, but declined to say if they found any fraud or if any workers had...

IMHO: Duty Calls?

When it comes to qualified retirement plans, there are three kinds of people: people who are fiduciaries and know it, people who aren’t fiduciaries and know...

DoL Brings Fiduciary Series to Web

Plan fiduciaries looking for insights about their responsibilities can now get that information from the Labor Department without leaving their desks.
beyond (k)

Branching Out

Making your practice about more than 401(k)s
trendspotting

Request Granted

Boeing 401(k) fee case sanctioned as class action