Compliance | July 1st, 2024 Non-Insurer Plaintiffs Join ACLI in Fiduciary Rule Lawsuit FSI and SIFMA are also asking for the Retirement Security Rule to be vacated.
Compliance | June 24th, 2024 AI’s Role in ERISA Lawsuit Selection Plaintiffs' attorneys have the potential to use AI to identify and speed case selection.
Compliance | June 14th, 2024 DOL Argues That Class Action Waivers in Plan Agreements Are Unenforceable Most appeals courts have so far agreed with them.
Ask the Experts | June 11th, 2024 What Records Should ERISA Plans Retain? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Compliance | May 14th, 2024 ERISA Advisory Council to Study QDIAs and Health Insurance Appeals Processes The council will report on their findings to EBSA.
Compliance | May 13th, 2024 Industry Groups Request SCOTUS Hearing for AT&T ERISA Case A seven-year-old lawsuit concerning fee disclosure could be before the Supreme Court next term.
Compliance | May 2nd, 2024 NAGDCA Highlights CITs in 403(b)s and Roth Rollovers as Key Legislative Priorities NAGDCA also listed delayed implementation dates and the creation of a National Retirement Security Month.
Administration | April 30th, 2024 Breaking Down ERISA Section 404(c) to the Basics This provision is designed to protect plan fiduciaries from participants’ poor investment choices, but the plan sponsor is still responsible...
Compliance | April 24th, 2024 What’s In the Final Retirement Security Rule? The final rule applies fiduciary status for investment sales, rollover recommendations and annuity sales.
Compliance | April 11th, 2024 Final Fiduciary Rule Expected Soon OIRA has canceled its final meetings on the proposal, and a final rule is considered likely for early next week.
Ask the Experts | March 19th, 2024 How Can a Late 403(b) Plan Remittance Be Corrected? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Compliance | March 18th, 2024 Association of BellTel Retirees Points to Red Flags in Verizon PRT Deal Advocates for the protection of retirees’ pensions and benefits say the telecom firm has ‘shamefully discarded 97,000 loyal retirees’ in...
Compliance | March 11th, 2024 DOL Sends Final Fiduciary Rule to OIRA For Review The final draft has been written and now will undergo a review expected to take about 60 days.
Investing | March 8th, 2024 House Passes Bill Permitting Use of CITs by 403(b) Plans The Senate now needs to consider the bill that would also expand access to capital for certain businesses.
Compliance | February 27th, 2024 California Federal Judge Upholds Plan Sponsor in TDF-Selection Case The plan sponsor and its advisers proved they had conducted the appropriate due diligence in selecting funds and managing the...
Compliance | February 27th, 2024 EBSA Expects to Finalize Voluntary Correction Update in ‘Next Few Months’ Ali Khawar, of the Employee Benefit Security Administration, indicated that the agency may be set to finalize amendments to the...
Compliance | February 13th, 2024 DOL Official Makes Case for Retirement Security Proposal Tim Hauser sat down with PLANSPONSOR to discuss the merits of the proposal.
Opinions | February 8th, 2024 A Case for Prudent Diversification in DC Plans It is the law of the land.
Administration | February 8th, 2024 How Should Plan Sponsors Stand Up a New Retirement Plan Committee? Plan sponsors can find education and training for their retirement plan committees from several sources, but how best to build...
Administration | February 1st, 2024 Maintaining Successful Committee Requires Continuous Education, Right People A retirement plan committee should include a diverse range of individuals, as well as frequent fiduciary training and education, experts...