ERISA litigation continues at a rapid pace, with new genres and targets surfacing regularly, resulting in massive settlement numbers, but are there steps that can be taken to reform the system?
A similar, if not identical, case from a different federal judge in a different federal court draws a different conclusion in an ERISA suit involving a pension risk transfer.
The DOL issued Field Assistance Bulletin 2025-02 on April 3 to address issues that have arisen concerning annual funding notices in light of the enactment of SECURE 2.0.
A common question that arises at this time of the year relates to the timing of making deductible contributions to a qualified plan.
Well, here we are again at the end of yet another workweek . . . and into another month . . . and yet, just look at what has happened to these guys and gals . . .
“Put simply,” he concluded, “because Plaintiffs never allege that Athene is substantially likely to fail — just that it is at a greater risk of failure than its competitors — they have failed to ...
While those who work with financial advisors report higher levels of satisfaction, a new study suggests there’s a significant satisfaction gap in the advice people receive, indicating a clear ...
In a nod to the crypto industry, Sen. Tommy Tuberville (R-Ala.) and Rep. Byron Donalds (R-Fla.) have reproposed legislation that would prohibit the Labor Secretary from restricting the investments ...
The Senate Republican leadership late Wednesday unveiled an ambitious budget framework that sets the stage for making the expiring Tax Cuts and Jobs Act (TCJA) permanent, but there’s still a long way ...
Coming on the heels of a study suggesting that retirement savers need more help understanding the Social Security system, the Baltimore-based firm is out with a new tool to help advisors do just that.
Sure, it will probably be more work, and generate fewer clicks,” commented one industry source, “but it’s the right thing to do.” ...
Responding to a call from an advisor in Minnesota, the ERISA consultants at the Retirement Learning Center (RLC) address a question concerning highly compensated employees (HCEs) and actual deferral ...
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