Court Moves Forward Suit Over Plans’ Use of Retail Funds
The court decision in Lutz v. Kaleida Health reviews what it takes to be a retirement plan fiduciary and acknowledges...
Tag: Employee Retirement Income Security Act
Court Decides Medical Center Plan is a Church Plan Under ERISA
Citing the Supreme Court decision regarding church plan cases and using a three-part test, a federal judge found the St....
Supreme Court Takes on Intel Case About ‘Actual Knowledge’
The investment committee for two Intel Corporation retirement plans asked the court to determine whether the provision of plan documents,...
Appellate Court Affirms City National’s Liability in Self-Dealing Suit
However, the 9th U.S. Circuit Court of Appeals did remand back to a district court the calculation of interest on...
DOL Fiduciary Responsibilities Seminar Coming to Detroit and Delaware
They are designed to increase plan sponsors’ and advisers’ awareness and understanding about basic fiduciary responsibilities when operating a retirement...
DOL Offers Relief for Plan Sponsors Due to Severe Storms
The relief on ERISA compliance applies to plan sponsors in Nebraska, Iowa and Alabama identified now or in the future...
Plaintiffs in Chevron Case Ask Supreme Court to Review ERISA Pleading Standards
Participants in Chevron’s DC plan say the 9th Circuit applied unnecessarily high pleading standards, “precluding petitioners from pursuing claims that...
(b)lines Ask the Experts – Timing for Coverage and General Nondiscrimination Testing
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
IBM Petitions Supreme Court to Consider Dudenhoeffer Pleading Standard
A U.S. Appeals Court rejected a District Court’s finding that was similar to many decision in lawsuits following the Supreme...
Judge Rules ERISA Equitable Remedy Cases Have No Right to Jury Trial
A federal judge made this decision in allowing Massachusetts Institute of Technology’s motion to strike plaintiffs’ demand for a jury...
ERISA Annuity Safe Harbor Bill Introduced in House
H.R. 1439, known as the Increasing Access to a Secure Retirement Act, would establish a stronger Employee Retirement Income Security...
U.S. Supreme Court Denies USC Petition to Review Motion to Compel Arbitration
The denial leaves in place an appellate court’s decision that claims in a lawsuit against the University of Southern California...
DOL’s Next Fiduciary Responsibilities Seminar Heading to Portland
In addition, the agency is holding a three-day webcast series in March.
Details of Settlement of Franklin Templeton Self-Dealing Lawsuit Revealed
In addition to a more than $13 million payment, Franklin has agreed to select a non-proprietary target-date fund (TDF) for...
Retaliation Claim Against Central States Multiemployer Plan Dismissed
Employees of Kroger say Central States’ plan trustees refused to negotiate a proposal with them after they filed an ERISA...
Stadion, United of Omaha Face Lawsuit Over Managed Account Offering
According to the lawsuit, Stadion directed participants’ accounts into investments that would better benefit itself and Mutual of Omaha, and...
(b)lines Ask the Experts – Do ERISA Cutback Provisions Apply to 403(b)s?
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
Failure to Remit Contributions Cost Retirement Plan Fiduciaries Over $500,000
In addition, a federal district court has ordered the trustee of the plans not to serve in a fiduciary capacity...
Putnam Supreme Court Petition Asks About Comparisons to Index Funds
In addition to asking the high court to weigh in on whether the plaintiff or the defendant bears the burden...
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ERISApedia Adds Answers to Practical Questions to Qualified Plan eSource
S. Derrin Watson, a pension attorney and educator, has been answering questions from ERISApedia clients for the last year and...