Tag: ERISA

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...

There has actually been relatively little helpful legal insight published by the courts, due to the fact that many ERISA...

The plaintiffs say new evidence came to light from MIT President Rafael Reif’s response to revelations that improper donations were...

Following a high-profile 9th Circuit decision, Greystar argues that the plaintiff signed a Mutual Agreement to Arbitrate Claims that not...

The fiduciary breach lawsuit accuses plan fiduciaries of mapping $1 billion into a fund that lagged peer performance and was...

Plaintiffs suggest higher than average fees were not attributable to enhanced services for participants, but instead to defendants’ use of...

A U.S. District Judge in North Carolina determined the health system’s retirement and health plans were established and maintained for...

The 7th Circuit found a district court was hasty in granting summary judgment to the health care system before all...

The 9th Circuit has ruled that Supreme Court decisions show forced arbitration is in fact permissible in the context of...

Retirement plan fiduciaries at Intel are accused of failing to properly monitor and evaluate “unconventional, high-risk allocation models” adopted within...

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

The $14 million settlement agreement also requires the University to retain an independent consultant to assist plan fiduciaries in reviewing...

Citing the Supreme Court decision regarding church plan cases and using a three-part test, a federal judge found the St....