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  • Article

    DOL Delays Implementation Of Fiduciary Rule Until 2019

    The Department of Labor announced it will delay the implementation date for the fiduciary rule until July 1, 2019.
    United StatesEmployment and HR
    Herbert Smith Freehills Kramer LLP
    Herbert Smith Freehills Kramer LLP
  • Article

    Georgia Federal Court Holds that Continuing Course Of Conduct Did Not Extend Statute Of Limitations Period for Fiduciary Breach Claim

    In Stargel et al. v. SunTrust Banks Inc. et al., No. 1:12-cv-03822, (N.D. Ga. Aug. 8, 2013), a Georgia federal judge dismissed a putative class action against Suntrust Banks.
    United StatesEmployment and HR
    Proskauer Rose LLP
Proskauer Rose LLP
  • Article

    CalSTRS Considers Moving More Than $20B Into Liquid Alts, Other Alternatives To Protect Against Downturn

    CalSTRS is considering a significant shift away from some stocks and bonds in one of the most aggressive moves by a major pension fund to safeguard against another downturn.
    United StatesFinance and Banking
    Herbert Smith Freehills Kramer LLP
    Herbert Smith Freehills Kramer LLP
  • Article

    Budget Agreement Increases Pension Insurance Premiums

    The Bipartisan Budget Act of 2013, passed by both houses of Congress and signed into law by the president in late December, raises variable rate premiums by $5 in plan year 2015 and an additional $5 in plan year 2016.
    United StatesTax
    Grant Thornton LLP
    Grant Thornton LLP
  • Article

    Experts Say Final Fiduciary Rule Will Flatten Fees

    Michelle M. McCarthy is featured in the Employee Benefit Advisor article, "Experts Say Final Fiduciary Rule Will Flatten Fees."
    United StatesEmployment and HR
    Fox Rothschild LLP
    Fox Rothschild LLP
  • Article

    Fifth Circuit Denies Motions To Intervene In DOL Fiduciary Lawsuit

    A three-judge panel for the Fifth Circuit Court of Appeals issued an Order.
    United StatesEmployment and HR
    Hogan Lovells Cadwalader
    Hogan Lovells Cadwalader
  • Article

    Labor Department Completes Delay Of Fiduciary Rule Implementation

    The final delay in the implementation of the high-profile rule gives the department additional time to consider feedback and criticism from the industry, while also examining President Donald Trump's concerns...
    United StatesEmployment and HR
    Herbert Smith Freehills Kramer LLP
    Herbert Smith Freehills Kramer LLP
  • Article

    August 31 Deadline Looming For Coronavirus Related Return Of Required Minimum Distributions

    The IRS this week issued Information Release 2020-187 to remind IRA owners and beneficiaries, as well as participants in workplace retirement arrangements, that they have until August 31 to return required minimum distributions.
    United StatesCoronavirus (COVID-19)
    Dickinson Wright PLLC
    Dickinson Wright PLLC
  • Article

    Fiduciary Rule In Limbo Under President Trump, Experts Say

    President-elect Donald Trump's campaign strategists have said he will repeal the federal rule that requires retirement investment advisers to abide by a fiduciary standard...
    United StatesCorporate/Commercial Law
    Herbert Smith Freehills Kramer LLP
    Herbert Smith Freehills Kramer LLP
  • Article

    US Federal Reserve Board Division Of Research And Statistics Director, David Wilcox, To Retire

    On August 20, 2018, the U.S. Board of Governors of the Federal Reserve System Announced that David Wilcox, the director of the Federal Reserve Board's Division of Research and Statistics ...
    United StatesCorporate/Commercial Law
    A&O Shearman
    A&O Shearman
  • Article

    2017 Limits For Benefit Plans

    A quick-reference card of these 2017 limits for benefit plans
    United StatesEmployment and HR
    Poyner Spruill LLP
    Poyner Spruill LLP
  • Article

    2024 ERISA Welfare Plan Automatic Participant Disclosures Checklist

    We recognize that many companies sponsor ERISA welfare benefit plans and will soon be undergoing their open enrollment process and issuing related participant communications.
    United StatesEmployment and HR
    Bass, Berry & Sims PLC
    Bass, Berry & Sims PLC
  • Article

    Assessing The Recent Claims Against Sellers And Other Non-Trustees In Lawsuits Relating To ESOPs

    Increasingly, sellers of stock and others who customarily have not been named as defendants alongside employee stock ownership plan (ESOP) trustees are being sued in lawsuits relating to ESOPs.
    United StatesEmployment and HR
    McDermott Will & Emery
    McDermott Will & Emery
  • Article

    At Girl Scouts' HQ, The Cookies Are Crumbling

    "At Girl Scouts' HQ, the cookies are crumbling," James B. Bristol quoted in Crain’s New York Business.
    United StatesEmployment and HR
    Waller Lansden Dortch & Davis
    Waller Lansden Dortch & Davis
  • Article

    Coffee Talk With Benefits Episode 19: 401(k) Forfeitures Under Fire: Unpacking Recent Legal Battles

    In this episode, Richard and Sarah are joined by Ian Morrison, a Partner in Seyfarth's ERISA Litigation group to delve into a new line of cases alleging that forfeitures are plan assets...
    United StatesEmployment and HR
    Seyfarth Shaw LLP
    Seyfarth Shaw LLP
  • Podcast

    Coffee Talk With Benefits Episode 7: Sham Terminations - Gone But Not Forgotten (Podcast)

    Termination of employment is a distribution event under many retirement plans, and particularly under individual account defined contribution plans.
    United StatesEmployment and HR
    Seyfarth Shaw LLP
    Seyfarth Shaw LLP
  • Article

    COVID-19 Ate My Homework – Recent Extensions And Relief For Retirement Plans

    In recognition of the difficulties faced by retirement plan sponsors, participants and beneficiaries due to the COVID-19 pandemic, new guidance extends the deadlines for notices and disclosures required by Title I of ERISA...
    United StatesEmployment and HR
    McDermott Will & Emery
    McDermott Will & Emery
  • Podcast

    Current Trends In Vaccine Incentives (Podcast)

    In this podcast, Nonnie Shivers and Jessica Kuester discuss six common types of vaccination incentive programs
    United StatesEmployment and HR
    Ogletree, Deakins, Nash, Smoak & Stewart
    Ogletree, Deakins, Nash, Smoak & Stewart
  • Article

    Cybersecurity Threats: What Retirement Plan Sponsors And Fiduciaries Need to Know-And Do

    Gene Griggs and Saad Gul's article was originally published by Wolters Kluwer in the Journal of Pension Benefits, Summer 2017, Vol. 24, No. 4.
    United StatesEmployment and HR
    Poyner Spruill LLP
    Poyner Spruill LLP
  • Article

    Department Of Labor's Fiduciary Rule (Video content)

    David Tittsworth, Ropes & Gray investment management counsel, analyzes the possible fate of the Department of Labor's Fiduciary Rule.
    United StatesEmployment and HR
    Ropes & Gray LLP
    Ropes & Gray LLP
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