Compliance | June 28th, 2018 R.I. Governor Signs Bill to Facilitate Settlement of Church Plan Suits A newly filed challenge to St. Joseph Health Services of Rhode Island’s retirement plan claims the plan at some point...
Compliance | June 22nd, 2018 Prospect Chartercare Faces Lawsuit Over DB Plan Funding The complaint alleges that at a certain point, the plan lost its church plan status as defined by ERISA and...
Compliance | April 12th, 2018 Former Committee Members Not Free from Church Plan Challenge Former committee members for the pension plan of St. Elizabeth Medical Center moved to have themselves dismissed from a lawsuit...
Ask the Experts | December 12th, 2017 Can Plan Compensation Definition Include Housing Allowance? “I work for a denominational church entity where ministers can exclude a portion of their compensation from taxable income as...
Ask the Experts | November 21st, 2017 Change in Rules for Contract Exchanges “I work for a denominational church plan sponsor. Our plan permits contract exchanges (we have some inactive vendors in the...
Compliance | October 19th, 2017 The Current State of Retirement Plan Litigation Panelists at the 2017 PLANADVISER National Conference discuss the state of litigation in the retirement plan industry and lessons learned...
Compliance | October 11th, 2017 Settlement Agreement Reached in Church Plan Challenge Many terms of the settlement agreement between St. Joseph’s Hospital and its pension plan participants are similar to provisions of...
Products | September 29th, 2017 OneAmerica Launches Tax-Exempt Center of Excellence The website offers digital tools, videos, tutorials and more to help plan sponsors in the tax-exempt field raise the retirement...
Compliance | September 6th, 2017 Ascension Reaches Settlement With Acquired Entity’s Church Plan Ascension has agreed to pay the first $29.5 million of benefits that are distributable to settlement class members in the...