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August 9th, 2016 |
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ASK THE EXPERTS
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| More parents surveyed by T. Rowe Price said they had money saved for their children’s college education than for their retirement.Read more > |
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Trinity Health Settles Church Plan LawsuitTrinity Health has entered into a settlement agreement to resolve claims in a lawsuit challenging its pension plans’ ‘church plan’ status under the Employee Retirement Income Security Act (ERISA).Read more > | Court Enforces 401(a) Plan’s Mandatory Arbitration ProvisionThe spouse of a deceased participant in the plan argued that the provision’s requirement that she share the cost of arbitration violated ERISA.Read more > | Upcoming IRS Employee Plans Compliance Unit WebcastThe Internal Revenue Service (IRS) is hosting a free webcast August 25 about the ongoing efforts of its Employee Plans Compliance Unit.Read more > | Are Governmental Plans Free From ERISA-Like Regulations?“I was surprised to learn in your recent Ask the Experts column that governmental plans are always exempt from the rules of the Employee Retirement Income Security Act (ERISA). To me, ERISA is an important regulatory framework for corporate and other plan sponsors to follow that mandates that such sponsors be prudent in administering such plans. Are governmental plans free from ERISA-like prudence requirements?”Read more > | | David Levine and David Powell, with Groom Law Group, and Michael A. Webb, vice president, Retirement Plan Services, Cammack Retirement Group, will field your questions concerning 403(b) plans and regulations. Send them to rmoore@assetinternational.com with Subject: Ask the Experts. Answers may be printed in future (b)lines. This feature is to provide general information only, does not constitute legal advice, and cannot be used or substituted for legal or tax advice. |
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