Refining Plan Documents Can Pay Off
A new white paper spells out the main areas of retirement plan governance and compliance, offering clear pathways for plans...
Tag: ERISA
District Court Rejects Insurer Concerns with Fiduciary Reform
The text of the defeated complaint shows insurance providers are clearly worried about potential consequences of the DOL fiduciary rulemaking.
Can Funds With 12b-1 Fees Still Work in Retirement Plans?
Some experts say taking the 12b-1 approach can result in lower net fees, while others call for an end to...
Providence Health Agrees to Settle Church Plan Challenge
The parties in the case reached a settlement following an appellate court’s conclusion that only a church can establish a...
Supreme Court Stays Relief in Dignity Health Plan Case
An appellate court agreed with a district court that Dignity Health’s pension plan was not a “church plan” under ERISA,...
Congressional Gridlock Clouds Retirement Reform
Given the tumultuous political environment it is very difficult to assess the short-term prospects even for popular initiatives, experts warn.
Industry Providers Encouraged to Collaborate on Portability
Retirement plan service providers are putting their heads together on solving retirement account portability issues.
Chevron Wins Dismissal of ERISA Challenge
An Employee Retirement Income Security Act (ERISA) lawsuit filed by participants in a Chevron Corporation defined contribution (DC) plan has...
Self-Dealing Suit Questions Investment Lineup Prudence
Similar to other self-dealing suits recently filed against well-known retirement plan providers, Edward Jones is accused of favoring its own...
EBSA Says Plan Consultant Mistreated Small Businesses
Improper asset transfers and process failures are at the heart of a complaint filed by EBSA on behalf of clients...
Benefits |
Employees Need Education About Benefits Post DOMA Rulings
Roughly 50% of LGBT employees are still unsure of the impact recent court decisions effectively striking down the Defense of...
Court Enforces 401(a) Plan’s Mandatory Arbitration Provision
The spouse of a deceased participant in the plan argued that the provision’s requirement that she share the cost of...
Trinity Health Settles Church Plan Lawsuit
The health system will pay millions to its plans and former participants and agreed to keep the plan sufficiently funded.
9th Circuit Weighs In on Dignity Health’s Church Plan Status
The appellate court agreed with a lower court that the health provider’s pension plan did not fit the definition of...
DOL Announces ERISA Advisory Council Meeting
The Council will study participant plan transfers and account consolidation as well as cyber security concerns.
Cases Questioning Church Plans Petitioned to Supreme Court
Appellate courts have ruled that the pension plans of Advocate Health Care and St. Peter's Healthcare System are not “church...
Target Corporation Faces 401(k) Stock Drop Lawsuit
In the complaint, the plaintiff suggests several actions Target could have taken when it knew or should have known its...
One-Third of Retirement Plans Audited in Past Two Years
Yet, retirement plan sponsors surveyed ranked regulatory compliance below investment volatility and retirement benefit costs as a top plan governance...
Aegon and Transamerica Settle ERISA Self-Dealing Suit
Plaintiffs alleged their retirement plan sponsor engaged in self-dealing by favoring its own products in the plan and otherwise failing...
Industry Coming Together with Washington to Improve Retirement Security
PLANSPONSOR spoke with Anne Lester from J.P. Morgan to test her optimism about the potential for any new retirement-related legislation...