Compliance

A deceased participant’s previous phone call to his employer’s benefit center asking to change his retirement account beneficiary cannot be relied on to determine where the money should...

Included in proposed nondiscrimination relief for closed DB plans is a change in how QSERPs can offer alternate benefit formulas for highly compensated employees.

A federal appellate court has found that the DB plan offered by Advocate Health Care Network does not qualify as a “church plan” exempt from ERISA.

The PBGC and Sears have reached an agreement on financial protection for approximately 200,000 Sears pension plan participants and beneficiaries. 

It isn’t investment costs the lawsuit complains about, but postage costs for excessive mailings.

The Pension Benefit Guaranty Corporation will pay retirement benefits for more than 21,000 current and future retirees of the Great Atlantic & Pacific Tea Co.

It’s not just financial advisers and investment providers that should be prepping for the final fiduciary rule to emerge from DOL—plan sponsors will likely face changes and new...

The sponsor used plan assets for non-plan purposes.

The bill takes aim at the Department of Labor’s fiduciary proposal.

CalPERS announced the settlement of a Great Recession-era lawsuit against Moody's and Moody's Investors' Services, bringing total recovery from the now-concluded lawsuit to $255 million.

A federal district court recently denied the IRS’ motion to dismiss the suit.

The Pension Benefit Guaranty Corporation announced an agreement that restores two pension plans to The Renco Group Inc., a private investment holding company based in New York City.

The U.S. Supreme Court ruled that a Vermont disclosure requirement couldn’t be imposed on a self-funded ERISA plan.

This leaves in place a New Jersey Supreme Court decision that contributions agreed upon in 2011 pension reform are not enforceable.

The IRS has issued an alert about a phishing scheme involving W-2s.

An ERISA attorney feels the Supreme Court vacancy will not be filled before the end of President Obama's term, but also says it shouldn't have a big effect...

Once “strongly encouraging” plan sponsors to answer the new questions, the IRS is now telling them to skip them.

The Department of Labor's Employee Benefits Security Administration has asked plan sponsors and their service provider partners for help on a major upcoming research project. 

The central issue in the case was whether several collective bargaining agreements entitled a class of retirees from Moen Inc. to vested healthcare benefits for life. 

The DOL has begun investigations, attorneys tell PLANSPONSOR.