Blog

10 September 2024

New Front on Fiduciary Litigation?

New Front on Fiduciary Litigation?

New Front on Fiduciary Litigation?

Two cases reach opposite conclusions on whether employers must use forfeitures to play plan expenses—and are (effectively) precluded from using them to reduce employer contributions.

26 August 2024

New Lawsuit Targets TIAA and Morningstar

New Lawsuit Targets TIAA and Morningstar

New Lawsuit Targets TIAA and Morningstar

New lawsuit makes serious allegations that TIAA stacked the deck to enhance profitability

25 July 2024

New IRS guidance clarifies provisions of SECURE 2.0 allowing employees to access their funds in an emergency.

New Rules for Emergency Distributions

New Rules for Emergency Distributions

24 June 2024

The DOL has issued new guidance narrowing the circumstances under which a group of unrelated employers can come together and create a group health care plan.

Birds of a Feather?

Birds of a Feather?

13 May 2024

The DOL has finalized new rules defining who is an investment fiduciary under ERISA; this marks the DOL’s latest effort to replace rules issued in 1975.

If At First You Don’t Succeed…

If At First You Don’t Succeed…

12 January 2024

IRS Guidance on recent legislation helps employers start planning for next few years.

SECURE Act Provisions Start Taking Shape

SECURE Act Provisions Start Taking Shape

11 December 2023

Recent court decision reiterates that provider fees are reasonable only of fiduciaries understand all income received by a provider as the result of providing services to a plan.

Court of Appeals Focuses on Indirect Compensation

Court of Appeals Focuses on Indirect Compensation

10 November 2023

DOL takes another swing at redefining investment fiduciaries

DOL Tries (Again) to Redefine ERISA Investment Fiduciary

DOL Tries (Again) to Redefine ERISA Investment Fiduciary

Investor managing portfolio. Pie chart and candlestick charts.

20 June 2023

SECURE 2.0 Guidance Helps Plan Sponsors Clean the Slate

SECURE 2.0 Guidance Helps Plan Sponsors Clean the Slate

SECURE 2.0 Guidance Helps Plan Sponsors Clean the Slate

14 December 2022

DOL Revamps ESG Guidance

DOL Revamps ESG Guidance

DOL Revamps ESG Guidance