Tag: ERISA fiduciary

The events will offer information about disclosure requirements and other obligations for retirement and health benefit plans.

The changes include more explicit criteria and modified definitions of what it means to be an independent fiduciary and appraiser.

Group questions authority of Acting Labor Secretary Julie Su to approve any final rulemaking.

After their initial challenge to the DOL’s ESG rule was dismissed, the states are appealing to the 5th Circuit Court...

Sponsors should know when their legal communications are privileged and when they are not.

Fiduciaries of the trust are now liable for $38 million in pension liabilities.

While focused on eliminating consideration of ESG factors in fiduciary investment decisions, the legislation also requires a study of public...

The April report outlined the differences, in action and duty, between ERISA fiduciaries.

The DOL is expected to appeal a district court’s decision, which could result in the rule being re-instated.

The court decision in Lutz v. Kaleida Health reviews what it takes to be a retirement plan fiduciary and acknowledges...

“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...

Given some of the strong language used to warn retirement plan fiduciaries against placing other interests ahead of the financial...

The DOL fiduciary rule, though not yet fully implemented, is providing a tailwind for this trend, Cerull Associates says.