Compliance

Plaintiffs in a newly filed lawsuit argue inaccurate liability valuations have resulted in costly pension plan management mistakes. 

The bill also would provide a fiduciary safe harbor for selection of lifetime income solution providers.

Starting in 2017, public pension funds in California must disclose fees paid to private equity, hedge, venture and absolute return fund managers.

The grant program seeks to assist those workers who have traditionally lacked access to an employer-provided retirement benefits program or are otherwise less likely to have income from...

The agency has issued a final rule implementing changes proposed in April.

The IRS says final nondiscrimination rules will not be published in time for plan sponsors to make decisions before the last relief provided expires.

The nursing home and its chief officer are accused of diverting at least $4 million to themselves and a religious corporation.

The DOL and other regulators want to modernize the Form 5500—with guidance from the plan sponsor public. 

Given the tumultuous political environment it is very difficult to assess the short-term prospects even for popular initiatives, experts warn. 

The agency wants to make it easier for plan sponsors to satisfy requirements for qualified plan documents, particularly in light of the changes to the determination letter program.

Instead of establishing an individual retirement account at a financial institution for each missing participant account, more plans would have the option of transferring benefits to PBGC. 

A U.S. District Court found the true fiduciary to the transaction did not breach its fiduciary duties and ruled for defendants on all claims.

A retirement plan participant accuses a well-known plan provider of delivering “no material services” in connection with certain advisory fees. 

Bruce Ashton, partner at Drinker, Biddle and Reath LLP, shared his thoughts at the 2016 PLANADVISER National Conference about what the outcome of the presidential election could mean...

The complaint cites portions of key Northrop Grumman plan documents, challenging the process by which the company assembled and monitored both the administrative and investment committees.

Due to recent storms and flooding in Louisiana, the DOL has relaxed rules for contributions and loan repayments, blackout notices and health plan compliance.

Federal agency says long-term employees were fired or forced to quit because of their ages.

While some Roth IRAs hold tens of millions of dollars, as of 2013 the median account value was $25,000. 

Rather than a single-sum payment, the IRS believes many participants are better served by having the opportunity to elect to receive a portion of their retirement benefits in...

The appellate court in California said public employees have a “vested right” to a pension that is a “reasonable” pension—not an immutable entitlement to the most optimal formula...