Tag: ERISA

The appellate court found that Bank of America’s closing agreement with the IRS did not make the case moot.

Overly restrictive rules make it difficult for plan sponsors and service providers to distribute plan information electronically, a paper says.

The CPA firm JMM & Associates has launched a benefit plan audits firm.

Lifetime income, service provider process changes and privacy of retirement plan information are just a few things for which plan sponsors need to prepare.

But working with an adviser, auditor, provider and ERISA attorney, sponsors can avoid them.

The Department of Labor filed suit against fiduciaries of a medical corporation’s pension plan for using plan assets for personal expenses, citing multiple violation of the Employee Retirement...

The basics of fiduciary duties—overwhelming to some plan sponsors—can be an opportunity to provide critical education on fees and ERISA plan fundamentals.

Lawmakers in the U.S. Senate this week introduced legislation that would mandate lifetime income demonstrations and other disclosures in defined contribution retirement plans.

A federal district court judge has preliminarily approved a settlement in one of the cases challenging a retirement plan’s church plan status.

The proposed conflicted investment advice rule from the DOL is designed to protect retirement plan and IRA participants, but experts attending the ASPPA Virtual Conference aren’t sure the...

The Department of Labor (DOL) announced its Advisory Council on Employee Welfare and Pension Benefit Plans (also known as the ERISA Advisory Council) will hold a meeting May...

A recent decision in Maryland leaves U.S. district courts evenly split on cases challenging retirement plans’ “church plan” status under the Employee Retirement Income Security Act.

Zamansky LLC has commenced an investigation of International Business Machine Inc.’s (IBM) 401(k) Plus Plan for possible violations of the federal Employee Retirement Income Security Act (ERISA).

The Supreme Court’s decision on employee stock ownership plans will likely impact clients offering, or thinking about offering, employer stock as an investment option.

Tax-qualified retirement plans run by small business owners must comply with ERISA—whether the sponsor is familiar with the landmark legislation or not.

Advisers responding to the recent fiduciary proposal have “distinct and divergent viewpoints about the rule.”

“Top hat” retirement plans aren’t subject to many ERISA requirements, but the unique treatment of the plans under employee benefit and tax law can lead to plan sponsor...

Making law is akin to making sausage, notes Bob Collie at Russell Investments: It’s a messy process with lots of ingredients, especially in the tax-qualified retirement plan arena.