Compliance

The appellate court sent a case over Intel's use of alternative investments in its target-date funds back to a lower court for review.

Cases have been filed against MetLife, Pepsi and American Airlines saying the use of outdated mortality tables in determining annuity payments causes retirees to lose part of their...

An appellate court has taken the rare step of overturning a successful motion to dismiss a stock drop lawsuit targeting IBM.

The new instructions include an expanded list of common filing errors.

A new table will be used for determining expected retirement ages for participants in pension plans undergoing distress or involuntary termination with valuation dates falling in 2019.

The case against the $500 million 401(k) plan was also settled for a “small” amount—$500,000.

After a complex set of motions and rulings, the parties have now opted to settle the ERISA self-dealing lawsuit rather than proceed to the full trial.

A newly filed complaint takes issue with the way MetLife calculates the actuarial equivalence of different types of annuity benefit options available in the firm’s pension plan.

Details of the settlement agreement are forthcoming.

The 9th U.S. Circuit Court of Appeals found that the facts alleged are insufficient to support a plausible inference of breach of the duty of loyalty, breach of...

Industry comment letters argued that many 403(b) plan sponsors were unaware of the rule that once a part-time employee is eligible to make elective deferrals, he cannot be...

One plan type for which coverage determinations are most frequently requested is church plans, according to the agency.

In general, the Required Amendments List includes statutory and administrative changes in qualification requirements for individually designed retirement plans that are first effective during the plan year in...

The docket reports for two lawsuits filed against the university say counsel for the plaintiffs and counsel for the university have reported the cases settled.

The long-running litigation appears to be heading for a mediated conclusion, after a contentious discovery process that produced over 260,000 pages of documents and more than 20 depositions.

Proposed in April 2017, the Statement on Auditing Standards addresses the auditor’s responsibilities to form an opinion and report on the financial statements of Employee Retirement Income Security...

According to the docket report for the case, the parties report they have resolved the case.

The 9th U.S. Circuit Court of Appeals previously concluded that the challenge to the management of the University of Southern California’s retirement plans fell outside the scope of...

The Pension Analytics Group says the only solution is to reduce benefits across the board, or many of these plans will become insolvent and participants will end up...