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Retirement Plan › Settlement Agreements

Carlton Fields

Expect Focus - Volume II, May 2024

Carlton Fields on

Last Lap in SEC RILA Rulemaking Critical Unresolved Issues - Congress directed the SEC to adopt a new registration statement for registered indexed annuities (RILAs) by the end of June. Several months ago, the SEC...more

Proskauer Rose LLP

Wealth Management Update - February 2023

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February 2023 Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split Interest Charitable Trusts - The February applicable federal rate (“AFR”) for use with a sale to a defective grantor...more

Nossaman LLP

The California Supreme Court Addresses the California Rule and Public Retirement System Governance

Nossaman LLP on

In a landmark decision of a unanimous court, on July 30, 2020, the California Supreme Court issued its second case in two years on the scope of the “California Rule,” Alameda County Deputy Sheriff’s Assoc. et al., v. Alameda...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Invesco settles their lawsuit

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

A lawsuit against the Invesco 401(k) plan has been settled for $3.47 million. Also, Invesco agreed to modify the investment options offered through the plan’s self-directed brokerage account option so that plan participants...more

Robins Kaplan LLP

Financial Daily Dose 2.20.2020 | Top Story: Fed Minutes Show Central Bank Happy With Economy, Worried About Coronavirus

Robins Kaplan LLP on

Newly released minutes from the Fed’s January meeting show central bankers preoccupied with global risks, including the still-growing economic impact of the coronavirus, while still taking a wait-and-see approach to any...more

Faegre Drinker Biddle & Reath LLP

Best Practices for Plan Sponsors #11

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This is the eleventh in a series of articles about Best Practices for Plan Sponsors. To be clear, “best practices” are not the same as legal requirements. Instead, they are about better ways to manage retirement plans. In...more

Faegre Drinker Biddle & Reath LLP

Best Practices for Plan Sponsors #9

Faegre Drinker Biddle & Reath LLP on

Best Practices: Lessons Learned from Litigation (#2)—the Vanderbilt Case - I am writing two series of articles that together are called “The Bests.” One is about Best Practices for Plan Sponsors, while the other is about...more

Jackson Lewis P.C.

University Settles Claims Involving Use Of Retirement Plan Participant Data For Cross-Selling By Recordkeeper

Jackson Lewis P.C. on

Wrongful use of retirement plan participant data was among the claims made by a class of 40,000 participants against the plan sponsor and others in Cassell et al. v. Vanderbilt University et al. Specifically, the plan...more

Ballard Spahr LLP

CFPB announces settlement with broker of pension assignments

Ballard Spahr LLP on

The CFPB announced that it has entered a settlement with Mark Corbett to resolve the Bureau’s allegations that Mr. Corbett violated the Consumer Financial Protection Act in connection with his brokering of contracts providing...more

White and Williams LLP

California Federal Court Rules Excess Policy Not Triggered by Underlying Insurers’ Payment of Uncovered Loss

White and Williams LLP on

On Monday, November 16, 2018, in AXIS Reinsurance Company v. Northrop Grumman Corporation, Case No. 17-8660 (C.D. Cal.), a federal district court in California ruled that an excess fiduciary liability insurer did not owe...more

Best Best & Krieger LLP

[WEBINAR] Labor & Employment Law: What Changed in 2017

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Best Best & Krieger Labor & Employment attorneys discussed new legislation and case law impacting California employers - private and public. What Was Discussed -Legislation passed in 2017 -Wage and hour update ...more

Lowndes

Three Simple QDRO Tips to Make Your Agreements More Enforceable

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The purpose of a settlement agreement is to resolve some or all of the outstanding issues in a pending case. In the divorce context, it is common for attorneys to use broad language in their agreements related to the...more

Lowndes

Defining the Marital Portion of a Retirement Plan

Lowndes on

The issue of what constitutes the “marital portion” of a retirement plan in Florida is not always clear. Compare Boyett v. Boyett, 703 So. 2d 451 (Fla. 1997) with Nix v. Nix, 930 So. 2d 711 (Fla. 1st DCA 2006); compare also...more

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