Calculation Method for Early Retirement Benefits not Required in SPD
March 30, 2007 (PLANSPONSOR.com) - The 2nd U.S. Circuit Court of Appeals has ruled that the Employee Retirement Income Security...
Tag: ERISA
ESOP Benefit Payout Stripped Employee of Participant Status
March 28, 2007 (PLANSPONSOR.com) - A woman who took a full distribution of her benefits from her ex-employer's employee stock...
Court Finds Adviser to Retirement Plan is a Fiduciary
March 21, 2007 (PLANSPONSOR.com) - The U.S. District Court for the Western District of Michigan ruled that a brokerage firm...
Enrollment Worksheet Does not Override SMM
March 20, 2007 (PLANSPONSOR.com) - The 6th U.S. Circuit Court of Appeals has ruled that a worksheet that listed a...
Supreme Court Turns Down Xerox Benefits Case
March 19, 2007 (PLANSPONSOR.com) - The U.S. Supreme Court has declined a request by Xerox Corp. to review a case...
Court Dismisses Claims of Benefits Interference Against Hershey
March 19, 2007 (PLANSPONSOR.com) - The U.S. District Court for the Middle District of Pennsylvania dismissed claims The Hershey Company...
Oral Pension Promises Found Insufficient for Plan Setup
March 16, 2007 (PLANSPONSOR.com) - A federal appellate court has ruled oral promises of pension coverage later committed to paper...
Court: SPD can be Benefit Plan Document
March 16, 2007 (PLANSPONSOR.com) - A federal appellate court has ruled that the provisions of a benefit plan summary plan...
Court: SPD can be Benefit Plan Document
March 16, 2007 (PLANSPONSOR.com) - A federal appellate court has ruled that the provisions of a benefit plan summary plan...
Broad Discretion Enough to Recoup Plan Overpayments
February 28, 2007 (PLANSPONSOR.com) - The U.S. District Court for the Eastern District of Tennessee ruled that a pension plan...
Supreme Court Requests Govt. Input on 401(k) Plan Restoration Case
March 1, 2007 (PLANSPONSOR.com) - U.S. Supreme Court justices have asked the government for its input as part of a...
Supreme Court Requests Govt. Input on 401(k) Plan Restoration Case
February 28, 2007 (PLANSPONSOR.com) - U.S. Supreme Court justices have asked the government for its input as part of a...
Feds Can Seize Plan Assets Payable as Lump Sums for Restitution
February 23, 2007 (PLANSPONSOR.com) - In an unusual ruling involving all of its 15 judges, a federal appellate court has...
Employee Must Prove 'Detrimental Reliance' on an Faulty SPD
February 23, 2007 (PLANSPONSOR.com) - The 8th U.S. Circuit Court of Appeals ruled that plan participants are not required to...
SPD Deemed Inadequate for Failing to Address Divorce
February 21, 2007 (PLANSPONSOR.com) - The U.S. District Court for the Northern District of Texas said that a life insurance...
Supreme Court Refuses United Airlines ESOP Appeals
February 21, 2007 (PLANSPONSOR.com) - The U.S. Supreme Court has turned away two appeals involving State Street Bank & Trust...
Attorney not Liable for Plan Fiduciary Misconduct
February 14, 2007 (PLANSPONSOR.com) - A federal judge has dismissed legal malpractice and breach of fiduciary duty claims brought by...
DoL Gets outside Fiduciary for FL Plan
February 12, 2007 (PLANSPONSOR.com) - The Department of Labor (DoL) has gotten a court-appointed independent fiduciary to manage a Fernandina...
Plan Loans Repayments Count for Bankruptcy Repayment
February 12, 2007 (PLANSPONSOR.com) - A University of Toledo employee who took a loan from her profit-sharing retirement plan account...
Firm Cleared of Wrongdoing in Early Retirement Benefits Cut Dispute
February 8, 2007 (PLANSPONSOR.com) - A Pennsylvania heavy plate and structural fabricator was within its rights when it reduced a...