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...
Tag: ERISA
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.
Court Opens Door for Disclosure of Investment Guidelines
An appeals court has opened the door for the requirement that an ERISA plan’s investment guidelines be disclosed to participants...
Court Revisits Ruling in Light of Dudenhoeffer Decision
The 9th U.S. Circuit Court of Appeals has revisited its ruling in a retirement plan stock drop suit in light...
GE Sued for Moving to DC Model for Retiree Health Care
One current and one former General Electric employee have sued the company for moving to a defined contribution (DC) model...
Court Finds Plan Can Dictate Where Lawsuits Are Filed
A federal appellate court found that a clause in a retirement plan document restricting the venue of lawsuits filed against...
Plan Fiduciaries Liable for Mispriced ESOP Stock Purchase
The owner of Bruister and Associates and trustees of its employee stock ownership plans (ESOPs) were found responsible for causing...
Benefits |
Ideas to Think About After 40 Years of ERISA
October 31, 2014 (PLANSPONSOR.com) – Between some reminiscing about what it was like to be part of shaping and enforcing...
Court Dismisses Stock Drop Case Against UBS
October 17, 2014 (PLANSPONSOR.com) – A federal district court judge has found a participant in the UBS Savings and Investment...
IRS Posts Reminder About Two Compliance Issues
October 16, 2014 (PLANSPONSOR.com) – The Internal Revenue Service (IRS)'s review of Virgin Island plan sponsors signaled a need to...
(b)lines Ask the Experts – What Is a Fidelity Bond?
October 14, 2014 (PLANSPONSOR (b)lines) – “I am in the process of filing our retirement plan 5500s and a question...
Appellate Court Upholds DC to DB Transfer Elimination
October 13, 2014 (PLANSPONSOR.com) – Another federal appeals court has ruled employers may eliminate retirement plan transfer provisions allowing employees...
Court Moves Forward Citigroup 401(k) Excessive Fee Suit
October 9, 2014 (PLANSPONSOR.com) – Participants in the Citigroup 401(k) plan can move forward with their claims plan fiduciaries violated...
Experts See Big Stakes in SCOTUS Review of Tibble
October 6, 2014 (PLANSPONSOR.com) – The U.S. Supreme Court’s decision to review parts of Tibble v. Edison International could have...
Seyfarth Adds Employee Benefits Partner in D.C.
October 6, 2014 (PLANSPONSOR.com) – James Napoli has joined Seyfarth Shaw LLP as a partner in the law firm’s employee...
Court Finds John Hancock Not a Fiduciary in Fee Case
October 2, 2014 (PLANSPONSOR.com) - John Hancock has ultimately been found not to be a fiduciary in a case alleging...
Ascende Adds Compliance Consultant
September 24, 2014 (PLANSPONSOR.com) – Kenneth Powell has joined the HR and benefits solutions firm Ascende as a compliance consultant.
Ensuring You Have a High-Quality Plan Audit
September 22, 2014 (PLANSPONSOR.com) - Retirement plans with more than 100 employees eligible to participate must include a plan audit...