Compliance

The Supreme Court has vacated and remanded the specifics in the Tibble v. Edison fee case, but its decision seems to strengthen the independence of the “duty to monitor”...

A California state appellate court found allegations supported an investment manager’s claim that it had entered into an oral agreement with CalPERS.

Lawmakers in the U.S. Senate this week introduced legislation that would mandate lifetime income demonstrations and other disclosures.

The settlement agreement provides for the retirement plan sponsor to offer ERISA-like protections for its church plan.

Some industry groups and providers say a recent IRS publication goes against prior guidance, but experts at the ASPPA Virtual Conference disagree.

A group of Republican senators asked the Department of Labor to give the public more time to weigh in on the fiduciary proposal.

The proposed conflicted investment advice rule from the DOL, though designed to protect retirement plan and IRA participants, may actually hurt them, according to experts at the ASPPA...

Last year's ERISA Advisory Council found “there are numerous considerations participants should weigh when deciding what actions to take with their accumulated retirement savings upon termination of  employment...

A recent decision has courts evenly split on cases challenging retirement plans’ “church plan” status.

A new revenue procedure provides the 2016 inflation adjusted amounts for health savings accounts.

A proposal from the EEOC did not address all the issues between employer wellness programs and the Americans with Disabilities Act (ADA).

Only certain tax-exempt employers are eligible to sponsor an Internal Revenue Code Section 403(b) plan.

Amendments to the IRS’ Employee Plans Compliance Resolution System (EPCRS) ease compliance and reduce costs for retirement plan sponsors.

A law firm says allegations of fraud in a current lawsuit against IBM raise questions about its handling of 401(k) plan company stock investments.

The IRS will host a presentation enhancing awareness and understanding about how the ACA affects employers and providers of minimum essential coverage in 2015.

The agency agreed to a $5.25 million class action settlement.

A new report from Prudential analyzes the U.S. retirement savings gap and recommends legislative action to expand use of multiple employer plans.

The Supreme Court’s decision about company stock investments in retirement plans has some plan sponsors rethinking that option, a survey says.

Fidelity wants the IRS to modify or withdrawal a recent newsletter article because it potentially establishes regulatory ambiguity.

Repealing the so-called “Cadillac tax” on high-cost health insurance plans would protect employees from unnecessary benefits cuts, supporters say.