The court decision in Lutz v. Kaleida Health reviews what it takes to be a retirement plan fiduciary and acknowledges that plaintiffs in ERISA litigation do not have to have all facts about fiduciary decisionmaking to state a plausible claim.
Tag: ERISA fiduciary
“Saxon Angle” from PLANSPONSOR magazine touches on timely issues of the day.
A case set to go to the U.S. Supreme Court for a decision about who bears the burden of proof when fiduciary harm is alleged in ERISA cases has been settled. Two legal experts weigh in.
Given some of the strong language used to warn retirement plan fiduciaries against placing other interests ahead of the financial benefit of their participants, the latest DOL bulletin on the topic of ESG investing has created some confusion.
The DOL fiduciary rule, though not yet fully implemented, is providing a tailwind for this trend, Cerull Associates says.