Editor's Overview -
Happy New Year! Because 401(k) plans play an increasingly prominent role as an employee's principal retirement investment vehicle, fiduciaries overseeing those plans face increased pressure to see...more
1/22/2016
/ 401k ,
Attorney's Fees ,
Collective Bargaining Agreements (CBA) ,
Data Security ,
Employee Retirement Income Security Act (ERISA) ,
Excessive Fees ,
Free Identity Theft Protection ,
IRS ,
Mootness ,
Plan Administrators ,
SCOTUS ,
Spouses ,
Third-Party Service Provider ,
Tibble v Edison Int ,
US v Windsor
Editor's Overview -
In this month's newsletter, we focus on the recent wave of guidance and case law related to the Affordable Care Act. We also discuss IRS Notice 2015-86, which provides guidance on the application of...more
1/4/2016
/ Affordable Care Act ,
Attorney's Fees ,
Automatic Enrollment ,
Burwell v Hobby Lobby ,
Cadillac Tax ,
Contraceptive Coverage Mandate ,
Department of Labor (DOL) ,
Disability Benefits ,
Employee Retirement Income Security Act (ERISA) ,
Good Faith ,
Health and Welfare Plans ,
HRA ,
IRS ,
Mental Health Parity Rule ,
Obergefell v. Hodges ,
PBGC ,
Preventive Health Care ,
Qualified Retirement Plans ,
SCOTUS ,
US v Windsor ,
Wellness Programs
Editor's Overview -
In this month's newsletter, Anthony Cacace analyzes the heavily anticipated Supreme Court ruling in Tibble v. Edison Intl., 135 S. Ct. 1823 (2015), where the Court held that ERISA's fiduciary duty of...more
6/26/2015
/ 401k ,
Attorney's Fees ,
Breach of Duty ,
Class Action ,
Determination Letter ,
Due Diligence ,
Duty of Prudence ,
Duty to Monitor ,
Employee Retirement Income Security Act (ERISA) ,
Fiduciary Duty ,
Investment Funds ,
Investment Management ,
IRS ,
Policies and Procedures ,
Retirement Plan ,
SCOTUS ,
Section 409A ,
Statute of Limitations ,
Stock Drop Litigation ,
Tibble v Edison Int ,
Vesting