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  • Article

    The Protecting Employees And Retirees In Business Bankruptcies Act Of 2013: Proposed Changes: Part I

    Article from Waller Law
    United StatesInsolvency/Bankruptcy/Re-Structuring
    Waller Lansden Dortch & Davis
    Waller Lansden Dortch & Davis
  • Article

    A Lateral Boom Of Older Lawyers

    Murray Shusterman was featured in The American Lawyer article, "A Lateral Boom of Older Lawyers."
    United StatesLaw Practice Management
    Fox Rothschild LLP
    Fox Rothschild LLP
  • Article

Clearer Federal "Broker Disclosure" Requirements

The Department of Labor has released Advisory Opinion 2005-02A providing further guidance on the duty of insurance companies providing insurance coverage to ERISA pension and welfare benefit plans to furnish information to plans on commissions and fees paid to brokers, agents, and other persons
United StatesStrategy
Foley & Lardner LLP
Foley & Lardner LLP
  • Article

    Coffee Talk With Benefits Episode 5: Cryptocurrency Investments In Retirement Plans

    Retirement plan investment in cryptocurrencies has been a hot topic of discussion in recent months. The Department of Labor's reaction to Super Bowl ...
    United StatesTechnology
    Seyfarth Shaw LLP
    Seyfarth Shaw LLP
  • Podcast

    Cryptocurrency In 401(k) Plans (Podcast)

    On this episode of Williams Mullen's Benefits Companion, host Brydon DeWitt is joined once again by Beryl Ball, principal financial advisor at CAPTRUST, who offers insight on the recent strongly worded...
    United StatesTechnology
    Williams Mullen
    Williams Mullen
  • 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

    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
  • Article

    COVID And A Cloud Of Dust

    The COVID-19 pandemic forced lawmakers to respond with an array of legislation to help Americans, such as the No Surprises Act, the Families First Coronavirus Responses Act and the Coronavirus Aid...
    United StatesEmployment and HR
    McDermott Will & Emery
    McDermott Will & Emery
  • 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
  • Article

    Estoppel Claims Under ERISA–Confusion In Need Of Clarification

    The Employee Retirement Income Security Act of 1974 was enacted to set minimum participation, fiduciary and nondiscrimination standards for employee benefit plans and to protect employees when an employer voluntarily established retirement and health care plans in private industry.
    United StatesEmployment and HR
    McDermott Will & Emery
    McDermott Will & Emery
  • Article

    IRS Announces Two Years Of Transition Relief For Roth Treatment Of Certain Catch-Up Contributions

    As discussed in our prior Advisory, the SECURE 2.0 Act of 2022 (SECURE 2.0) made significant changes to U.S. retirement plan laws. One key change is the requirement that, starting for tax years...
    United StatesEmployment and HR
    Arnold & Porter
    Arnold & Porter
  • Article

    IRS Releases Guidance On Matching Contributions For Student Loan Payments

    Last month, the Internal Revenue Service (IRS) released long-awaited guidance on matching contributions for qualified student loan payments under § 401(k)...
    United StatesEmployment and HR
    McDermott Will & Emery
    McDermott Will & Emery
  • Podcast

    Melissa King And The Sandhogs (Podcast)

    In this episode of Busted, Michael Thomas and Drew Howell detail the story of Melissa King and the Sandhogs, a historic urban miners union in New York City. Tune in to hear how...
    United StatesEmployment and HR
    Foley & Lardner LLP
    Foley & Lardner LLP
  • Article

    Writing For Morningstar News, Natalie Choate Authors Article On Plan Administrator Snafus

    Natalie Choate, a member of the firm's Trusts and Estates Department, wrote an article about the complicated rules for inherited retirement benefits in Morningstar News.
    United StatesFamily and Matrimonial
    Nutter McClennen & Fish LLP
    Nutter McClennen & Fish LLP
  • Article

    Merrill Lynch Halts Sale Of Mutual Funds In Brokerage IRAs Due To Fiduciary Rule

    In an attempt to eliminate potential conflicts of interest Bank of America Merrill Lynch told its financial advisers to stop selling mutual funds in brokerage-based individual retirement accounts.
    United StatesFinance and Banking
    Herbert Smith Freehills Kramer LLP
    Herbert Smith Freehills Kramer LLP
  • Article

    US Department Of Labor Finalizes Rules To Impose Fiduciary Duty On Financial Advisors Who Provide Retirement Advice To Retail Customers

    On April 6, 2016, the US Department of Labor announced final rules that will, for the first time, subject investment advice to IRA and other non-ERISA plan clients to ERISA's fiduciary standards and remedies.
    United StatesFinance and Banking
    A&O Shearman
    A&O Shearman
  • Article

    Bankruptcy Fraudulent Transfer Provisions Trump ERISA Protections

    Article from Waller's Media Mentions
    United StatesInsolvency/Bankruptcy/Re-Structuring
    Waller Lansden Dortch & Davis
    Waller Lansden Dortch & Davis
  • Article

    EIOPA Reveals Proposed Solvency II Reforms

    On 15 October 2019, the European Insurance and Occupational Pensions Authority ("EIOPA") published its proposed reforms to Solvency II as part of the European Union-wide formal review mechanism.
    European UnionInsurance
    Debevoise & Plimpton
    Debevoise & Plimpton
  • Showing 41–60 of 5359 results

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