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Retirement Plan › Retirement › US Bancorp

Groom Law Group, Chartered

Court Challenges to DB Plan Actuarial Assumptions – One Year Later

Groom Law Group, Chartered on

Eleven cases have been filed against defined benefit pension plan sponsors and certain fiduciaries alleging that the plan’s assumptions—called “actuarial equivalence factors” or “actuarial equivalence assumptions”— for...more

Holland & Knight LLP

A New Reality for ESOP Fiduciaries - Company Stock Investments for Employee Participants in Retirement Plans of Public and...

Holland & Knight LLP on

For the ESOP fiduciary of a publicly traded employer, the Supreme Court has made clear that non-public insider information is not required to be used in reaching a decision to buy, hold or sell employer securities....more

Wilson Sonsini Goodrich & Rosati

U.S. Supreme Court Changes Fiduciary Rules for Retirement Plans with Employer Stock

Wilson Sonsini Goodrich & Rosati on

A recent U.S. Supreme Court decision affects fiduciaries of retirement plans that have investments in employer stock. In the decision, the Supreme Court held that a retirement plan fiduciary is not entitled to a presumption...more

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