Behind the Curtain: Enhanced Provider Enrollment Oversight
In a case of first impression for the court, the U.S. Court of Appeals for the First Circuit recently ruled that an insurer owes a fiduciary duty under the Employee Retirement Income Security Act of 1974 (ERISA) to all...more
On March 29, 2022, the House of Representatives passed the Securing a Strong Retirement Act of 2022 (“SECURE 2.0”, HR 2954). The vote was largely supported by both parties (414-5). The Senate will likely act on the bill...more
Section 405 of the Employee Retirement Security Act of 1974 (ERISA) provides for joint liability for co-fiduciaries of a pension, health or welfare benefit plan. ...more
As a 401(k) plan sponsor, you need to understand that an integral part of limiting your liability when participants are having plan enrollment/education meetings....more
In This Issue: - Human Emotional Mistakes A Retirement Plan Provider Should Avoid - The White House wants a new fiduciary rule - Fighting the Fiduciary Rule Before It's Been Even Proposed - When you get fired,...more