Compliance

This year’s conference opened with a lively discussion about the changes plan sponsors are experiencing, the new issues to which they need to turn their attention and what...

Because downside protection promised for certain funds wasn’t provided and it wasn’t warned, the committee for defined benefit plans of the Blue Cross and Blue Shield Association says...

Now that the U.S. Supreme Court has decided the ‘actual knowledge’ issue, perhaps the industry will get a court ruling about the use of alternative investments in TDFs.

Political strategists discussed Social Security, the payroll tax deferral and student loan debt.

The lawsuit says fiduciaries of the multiple employer plan failed to ensure reasonable fees for administration and investments and acted in Pentegra’s interest by continuing to allow Pentegra...

There was only one claim left in the lawsuit that was scheduled for trial to begin on September 29.

The most recent lawsuit says the actively managed suite’s risk has been amplified during the COVID-19 pandemic.

The agency estimates that McClatchy’s plan is 57% funded with approximately $1.3 billion in assets and $2.3 billion in benefit liabilities.

Qualified birth or adoption distributions have been permissible since January under the SECURE Act, but more specific guidance on how they should be treated has only just been...

A federal appellate court found that court adjudication is not required for PBGC to terminate a plan and that retirees had no property right to unfunded, vested benefits.

The guidance document includes an extensive number of questions and answers about five key changes made by the SECURE Act.

Attorneys say the DOL is showing frustration over the regulatory back and forth on employee benefit plan proxy voting as well as ESG investing in retirement plans.

The lawsuit challenges Biogen’s use of the actively managed Freedom Funds over the index version of the target-date fund suite.

The suit alleges 401(k) plan fiduciaries failed to use the lowest cost share classes or consider CIT versions of mutual funds in the plan, among other things.

There are two proposed changes, and comments are also requested about ways to enhance the information collected and to minimize the burden of the collection of information.

The proposal sets forth ‘permitted practices’ under which the plan fiduciary can adopt certain proxy voting policies and parameters, among other things.

Older couples and women, in particular, are often put at a retirement disadvantage when faced with a divorce, a GAO report finds.

The guidance defined the ‘applicable wages’ per pay period that qualify for the deferral, as well as how the Social Security tax must be paid back.

The pro-defense ruling highlights the importance of exhausting potential administrative remedies before filing a lawsuit under ERISA.

Retirement industry experts say more should indeed be done to help lower-income workers save for the long-term future, but disagreement persists about the best strategies to accomplish this...