Compliance

The new legislation establishes a legacy fund within the Pension Benefit Guaranty Corporation.

Franciscan Missionaries of Our Lady Health System has agreed to make payments to its pension plans over five years.

The moves by Congress to deny ERISA safe harbor to state- and city-run plans for private-sector workers won’t have a big effect so long as the fiduciary rule...

The DOL stated its investigation relates to certain private equity investments, plan expenses, securities lending, and distributions of plan benefits.

The staffing agency told an applicant that he would not be considered for a position because “he was born in 1945” and “age will matter,” the EEOC says.

Tax-exempt organizations that do not file can lose their tax-exempt status, which will affect eligibility to offer 403(b) plans.

For calendar year 2018, the annual limitation on deductions for an individual with self-only coverage under a high-deductible health plan is $3,450.

Wagner’s pre-approved plan document is a volume submitter plan.

A bill that would repeal much of the Dodd-Frank Wall Street Reform Act and block the DOL fiduciary rule has cleared the House Financial Services Committee. 

Many providers have supported the moves by the House and Senate to effectively slow the creation of state- and city-run retirement plans for the private sector, but other...

A district court judge found the plaintiffs “have pleaded sufficient facts from which the Court can reasonably infer that Starwood employed a flawed process for selecting recordkeeping and...

Among other things, FSR said Treasury should replace the DOL's current fiduciary rule with a “best interest standard” adopted by SEC and state insurance regulators.

Congress is still considering the idea of making defined contribution (DC) deferrals after-tax (Roth) instead of pre-tax.

The text of the latest appellate court decision offers some food for thought about whether and to what extent there is a “distinction between investment decisions and divestment...

Andrew Acosta’s appointment as Secretary of Labor was more or less a non-event from the perspective of the wider media and the general political conversation—but it is an...

The legislation would give workers who leave their jobs up until they file their federal taxes to repay loans they’ve taken out of their DC plans, among other...

The agency says gaining additional insight into Americans’ decisionmaking processes and experiences will “provide policymakers and the research community with valuable information that can be used to guide...

A memorandum suggests there are two ways an employer can determine the highest outstanding loan balance in the past year when calculating the amount of an additional loan...

Plaintiffs unsuccessfully alleged plan fiduciaries should have known that an investment option had the “clear indicia of a growth stock,” and did not meet purported investing criteria of...

While the Department of Labor has signaled it could do another delay of the fiduciary rule prior to June 9, the more likely course is that it will...