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. 

ComplianceAugust 31, 2016

Chevron Wins Dismissal of ERISA Challenge

The text of a decision by a U.S. district court judge to dismiss ERISA claims against Chevron Corporation offers some important insights into the difference between the duties of “prudence” and “loyalty.”