Compliance

Senators and co-chairmen Orrin Hatch and Sherrod Brown said they missed their stated deadline for voting on a package of solutions, but the Joint Select Committee on the...

Maximum Benefit/Contribution Limits for 2009 through 2019.

"The new legislation contains language addressing key IRI concerns including providing retirement plan participants with an illustration of how current savings would translate into an income stream in...

The relief relates to the verification procedures for retirement plan hardships and loans, timely remittance of contributions and loan repayments, and blackout notices, as well as the processing...

The lawsuit accused Matrix Trust Company of violating its fiduciary duties by making unauthorized transfers of participants’ accounts to a bank account maintained by Vantage Benefits Administrators.

In addition to a large payment to participants, the firm agreed to have an independent investment adviser assist in making decisions about the plan and its investments for...

The judge found insufficient facts alleging a flawed design in the Large Cap Fund offered in CenturyLink’s 401(k) plan, or alleging a flawed fund review process.

The assistance, along with benefit reductions, will help the plan avoid insolvency.

A lawsuit alleges a health care system in North Carolina falsely claims to be a governmental entity, allowing it to dodge ERISA requirements and protections for its retirement...

The bill would revive the myRA program and replace the Saver's Credit with a government matching contribution.

However, a federal district judge moved forward most claims in the self-dealing lawsuit concerning the company’s own 401(k) plan.

The pension insurance organization says the financial condition of both its single employer and multiemployer insurance programs have improved, but the latter program is still projected to be...

It has only been about a year and a half since large U.S. universities became the target of ERISA lawsuits, making for a fresh crop of claims and...

ASOP 51 requires actuaries performing valuations for defined benefit plans to identify risks that, in the actuary’s professional judgment, may reasonably be anticipated to significantly affect the plan’s...

Modifications to the Form 5500 and Form 5500-SF and their schedules and instructions have been highlighted.

With the launch of its latest analytics module, Lex Machina has uncovered a variety of trends across all the flavors of ERISA litigation.

The agency says plan sponsors have fiduciary responsibility for selecting and monitoring Retirement Clearinghouse’s Auto-Portability Solution, but once assets have been transferred from a plan sponsor’s retirement plan,...

The agency contends the alleged actions by UBS related to residential mortgage-backed securities contributed to the 2008 financial crisis, but UBS has fired back against the allegations.

If the proposed rules are finalized, there would be no more suspension of deferrals after a hardship withdrawal or requirement to take a loan before one.

In the conclusions chapter of the report, the Securities and Exchange Commission says respondents expressed generally positive assessments of the format and content of the Customer Relationship Summary.