Compliance June 18th, 2025 J.P. Morgan 401(k) Funds Forfeiture Case Dismissed A federal judge dismissed the case with prejudice, meaning a new case could not be filed in the district.
Compliance September 24th, 2024 California Federal Court Dismisses Thermo Fisher 401(k) Forfeiture Lawsuit A Thermo Fisher 401(k) plan participant accused the company and its pension committee of violating ERISA by using forfeited funds...
Compliance February 28th, 2023 IRS Proposes Rules That Require Retirement Forfeitures Be Used in 12 Months A new IRS proposal formalizes guidelines on how plan administrators should manage and use retirement plan forfeitures.