Tag: ERISA

AutoZone plan fiduciaries are accused of permitting Prudential to steer an excess of assets towards its own proprietary products via...

Experts wondered whether the full 9th Circuit would reconsider a potentially influential pro-arbitration ruling issued recently by a three-judge panel....

According to the complaint, by selecting Prudential-affiliated funds, the fiduciary defendants placed Prudential’s interests above the plan’s interests.

In a brief to the Supreme Court, U.S. attorneys disagree with the implication that retirement plan participants actually know all...

Per participant or asset-based? Each approach has its merits, but is one preferable under the Employee Retirement Income Security Act’s...

Following some important appellate and Supreme Court decisions, it is “no longer good law” to presume as a general matter...

CenturyLink seems to be off the hook regarding a specific fund offered in its 401(k), but its investment management company...

Among the non-monetary elements of the settlement is a requirement to conduct a recordkeeping RFP process that will result in...

In dismissing the case a federal judge said, “ERISA does not require clairvoyance on the part of plan fiduciaries” and...

“We think there will be cost savings from e-delivery and that these cost savings will be passed on to individual...

The plaintiffs say the plan’s terms reduce benefits using “Early Retirement Factors” and “Joint and Survivor Annuity Factors” which result...

Michael Barry, president of O3 Plan Advisory Services LLC, discusses how differing views by courts in various ERISA cases results...

The decision agrees with the defense argument that the plaintiffs have failed to plausibly allege a violation of ERISA’s anti-forfeiture...

While the decision voices some concern about the Invesco plan's operations, the summary judgement ruling concludes plaintiffs have not sufficiently...

While a court has ruled the plan’s advisers should be carved out of the litigation, the counts against Home Depot...

In 2014, President Barack Obama signed into law major changes to Section 4062(e), which requires companies with defined benefit (DB)...

The U.S. Solicitor General and the Pension Rights Center have filed briefs with the Supreme Court for a fiduciary breach...

U.S. Attorneys have filed a Statement of the Interest of the United States in a lawsuit, offering evidence that the...

They have filed a joint motion to stay all trial dates, but have not yet prepared details of the settlement...