IRS Announces Retirement Plan Webinars in March
The IRS will host webinars discussing the second cycle E determination letter application process and retirement plan loans to participants.
Tag: ERISA
Firm Not Liable for Botched Benefit Estimates
A federal appeals court in Puerto Rico ruled retirement benefits a participant believed were negotiated were not due under the...
Products |
Cafaro Greenleaf Introduces Investment Fiduciary Solution
The boutique investment advisory and consulting firm has launched its ERISA 3(21) and 3(38) investment fiduciary services in response to...
Products |
ERISApedia Provides ERISA Answers
The launch of ERISApedia.com provides retirement plan sponsors, administrators, attorneys and advisers with easy access to compliance information and important...
2nd Circuit Agrees with Reformation of CIGNA Cash Balance Plan
In Amara v. CIGNA Corp., an appellate court has once again agreed that a change in plan terms is an...
ERISA Lawsuit Filed Against Avon Products
A lawsuit claims fiduciaries to Avon Products defined contribution plan violated their duties to participants by keeping company stock as...
Court Finds Advocate Health Retirement Plan Not a Church Plan
In one of many cases challenging a retirement plan’s “church plan” status under ERISA, a federal district court has ruled...
myRA Program Not Subject to ERISA
The U.S. Department of Treasury maintains the view that its myRA program is not subject to the extensive reporting, disclosure,...
The Importance of Hiring a Skilled Plan Auditor
For plan sponsors with more than 100 participants, one of the most important fiduciary duties is to ensure the plan...
Products |
A 2015 Defined Contribution Checklist
Continuing an annual tradition, consulting firm Mercer has compiled a list of the top 10 recommended steps that defined contribution...
Opinions |
Is a Core Fund Menu Required?
Does an ERISA fiduciary have an obligation to construct a core fund menu?
With No Presumption of Prudence, RadioShack Faces New Lawsuit
A lawsuit has been filed that some say is the first to cite the Supreme Court case about whether retirement...
Plenty of Regulatory Action Ahead for Retirement Industry
Experts from Drinker Biddle & Reath LLP had no shortage of topics to cover in a recent discussion about potential...
Mandatory Plan Restatements a Plan Design Opportunity
As employers enter the last two years of the preapproved retirement plan restatement cycle, ERISA consultants say restatements are a...
Opinions |
What Is the Definition of Compensation and Why Does It Matter?
We've all been in a "don't shoot the messenger" situation where you have to be the bearer of bad news...
(b)lines Ask the Experts – Ongoing Notice Requirements
“I realize there is an important upcoming deadline for certain plan notices—the QDIA, automatic enrollment, and ADP/ACP safe harbor plan...
QJSA Project Shows Most in Compliance
The Internal Revenue Service (IRS) has announced results of a compliance project that checked whether retirement plan sponsors followed qualified...
Form 5500 Filings Can Reveal Prohibited Transactions
Retirement plan sponsors should be on the lookout for prohibited transactions that may or should be revealed on the Form...
Supreme Court Denies Review of Tussey Fee Case
The U.S. Supreme Court has denied a request to review an appellate court’s decision in a case concerning retirement plan...
SCOTUS Hears Arguments in CBA Benefits Case
The U.S. Supreme Court heard statements Monday in M&G Polymers v. Tackett, about collective bargaining agreement (CBA) provisions for retiree health care benefits.