10 September 2024
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 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.
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.
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.
12 January 2024
IRS Guidance on recent legislation helps employers start planning for next few years.
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.
10 November 2023
DOL takes another swing at redefining investment fiduciaries
Investor managing portfolio. Pie chart and candlestick charts.
20 June 2023
SECURE 2.0 Guidance Helps Plan Sponsors Clean the Slate
14 December 2022
DOL Revamps ESG Guidance