ComplianceJanuary 31, 2017

Agencies File Brief in Support of Church Plans

In a brief filed in the U.S. Supreme Court, several federal agencies argue that their longstanding interpretation of the definition of church plan reflects the natural reading of the statutory text, and their interpretation warrants deference.

ComplianceJanuary 23, 2017

Peering Through the Fiduciary Rule Uncertainty

A direct order from President Trump regarding the fiduciary rule could be forthcoming imminently, and that is likely what it would take for the fiduciary rulemaking to truly be paused or killed outright at DOL.

ComplianceJanuary 10, 2017

J.C. Penney to Settle Stock Drop Suit

The company has agreed to pay $4.5 million to resolve a lawsuit alleging it failed to drop the company stock fund from its retirement plan after it was no longer a prudent investment.

AdministrationNovember 08, 2016

Refining Plan Documents Can Pay Off

A new white paper spells out the main areas of retirement plan governance and compliance, offering clear pathways for plans to consider following in order to improve compliance processes.