Tag: ERISA

All three lawsuits filed in New York district court argue the company improperly favored its own investment options within the retirement plan offered to workers; the firm flatly...

The two firms collaborated to launch ClearFit, a turnkey solution for small plans which combines Morgan Stanley fiduciary and investment services with Ascensus administration.

GOP lawmakers in the House and Senate suggests it is a federal government overreach for DOL to encourage or require states to offer workplace retirement savings programs for...

JPMorgan Chase Bank is now the target of another ERISA challenge against its own 401(k) plan, this one leveling many of the same complaints against the company found...

Even if the DOL leadership under President Trump declines to enforce a strict fiduciary standard, private litigators will undoubtedly pick up any slack if the administration fails to...

The underlying complaint suggests the retention of American Century's proprietary mutual funds in its own 401(k) has cost plan participants millions of dollars in excess fees.

The Reporting and Disclosure Guide for Employee Benefit Plans was prepared by the IRS as a quick reference tool for certain basic reporting and disclosure requirements under ERISA...

The new leadership at Department of Labor has published the rulemaking through which it hopes to delay the strict conflict of interest rules championed by the previous administration...

The long-running fight over the fiduciary rule took another (symbolic) step forward this week—but still there is little clarity as to what may unfold prior to the first...

The underlying stock drop litigation had already seen multiple rulings from a New York district court and the 2nd Circuit. 

Federal agencies and initiatives carry significant momentum and must be redirected carefully, but forcefully, by any incoming president.

Speakers from the DOL will discuss basic fiduciary do’s and don’ts associated with operating an employer-sponsored retirement plan. 

Whoever takes on the role of DOL Secretary will be tasked with overseeing the Trump administration’s response to the forthcoming fiduciary rule reforms. 

A look at the retirement plan run by CKE Restaurants offers some food for thought about why the company's CEO, Andrew Puzder, backed away from the post of...

The plaintiff argues she was improperly fired to prevent her from fully vesting in pension and retirees healthcare benefits. 

A Texas district court judge has rejected industry arguments that the DOL exceeded its authority in crafting the forthcoming fiduciary rule—what this spells for the regulation’s future under...

A participant who drew four loans from a retirement account over the years argues her provider inappropriately kept portions of interest payments that should have been credited back...

The Trump White House has clearly tried to label itself as pro-business, but the effort to halt the fiduciary rule has so far injected more confusion than clarity...

Of course, this review could lead to a delay in, or even halt of, implementation of the rule.

More than half of Americans believe the Trump administration will have an impact on their retirement savings strategies.