Compliance

It intends to amend the Employee Retirement Income Security Act (ERISA) and lays out specific criteria for selecting an annuity benefit provider.

Brokers serving retirement plans and other institutional investors were accused of routing orders for equities to an offshore affiliate in Bermuda that “executed them on a riskless basis...

EEOC says Montrose Memorial Hospital fired or forced 29 workers ages 40 and older to resign

The agency also issued information about how to obtain or re-establish an employer identification number (EIN) for a retirement plan trust.

Modifying the definition of employer for these plans will help employers reduce health benefit administrative costs through economies of scale, the Department of Labor says.

Alongside numerous changes, the bill seeks to eliminate the current 10% cap on automatically-increased deferral rates of employees who are automatically enrolled in a plan.

Retirement plan sponsors with participants in U.S. territories should familiarize themselves with any differences in law.

Along with non-monetary relief, Allianz will pay $12 million into a common fund for the benefit of class members, to be allocated pro rata among the members in...

On the motion for reconsideration of its previous choice to rule against summary dismissal, the court is quite skeptical. It has agreed, on the other hand, to stay...

A judge ultimately found that Great-West Life & Annuity Insurance Company was not a fiduciary with respect to the fund and the plaintiff did not show that, as...

So far, reporting seems to suggest that the numerous fraudulent comments submitted to DOL regarding the fiduciary rule were done so mainly with stolen or outright fake identities...

Although the case involves an employer-provided life insurance plan, it has lessons for what constitutes a QDRO for all ERISA plans.

Newly leveraged ESOPs that borrow a large amount relative to their earnings could find their deductible expenses decrease.

Following news of Preston Rutledge’s approval by the full Senate to head the Employee Benefits Security Administration, several retirement industry advocacy groups voiced their support in short statements.

Proprietary fund lawsuits are viewed by plaintiffs’ firms as one of the types of excessive fee cases that are likely to get past motions to dismiss; and so...

The bill does not impact tax breaks for retirement savings.

The debate started when the American Council for Capital Formation published a sharply written report alleging that, as the group puts it, “CalPERS has prioritized relatively poor performing...

The guide provides answers to questions intended to clarify, explain, or elaborate on the requirements of GASB Statement No. 75, but also addresses a limited number of issues...

Beginning in January, terminating DC plans will have the option of transferring missing participants’ benefits to PBGC instead of establishing an individual retirement account (IRA) at a financial...

A final rule provides a new table for determining expected retirement ages for participants in pension plans undergoing distress or involuntary termination with valuation dates falling in 2018.