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In Bulk Transp. v. Teamsters Union No. 142 Pension Fund, No. 23-1563, 2024 WL 1230236 (7th Cir. Mar. 22, 2024), the Seventh Circuit held that the contributions used to calculate an employer's withdrawal liability.

If you are looking for options to lower your annual PBGC premiums and reduce overall pension liability (including plan termination liability), a retiree lump-sum window may again be a viable option.

The end of the year is rapidly approaching! To avoid costly penalties that can arise from inadvertent errors in the year-end rush, plan sponsors should begin talking with their service providers now about what must be done by year-end.

On August 25, 2016, the U.S. Department of Labor (DOL) released its Final Rule that will facilitate state legislatures in establishing employee retirement savings programs that are ERISA compliant. Currently, roughly one-third of all workers do not have an opportunity to save for retirement through retirement savings accounts offered by their employers.

On September 13, 2011, the Department of Labor (the "DOL") issued Technical Release 2011-03, which sets forth a temporary policy regarding the use of electronic media to satisfy the disclosure requirements with respect to certain fee and expense information that will need to be provided to participants in self-directed individual account plans (such as certain 401(k) plans).

Tis the season . . . for ERISA disclosure requirements, of course! Between open enrollment and the calendar year end, the list of documents, notices and updates required under ERISA looms large and annoying.

The Third Circuit recently expanded the ability of multiemployer pension plans to collect withdrawal liability from affiliated employers...

A firm settled FINRA charges for providing employer sponsors and employee participants with inaccurate information regarding the retirement plans offered by the firm

In a recent decision, a federal district court in California remanded a case back to state court after finding that a hospital’s state law claims against an insurance company were not controlled by the federal Employee Retirement Income Security Act (ERISA) or otherwise by federal Medicare law.

The California Public Employees Retirement System (CalPERS) styles itself as the United States' largest public fund. In response to a letter from Governor Newsom...

With recent well-publicized data breaches impacting pension systems and their retirees nationally, as well as increased Department of Labor scrutiny...

SEC Commissioner Kara M. Stein warned of a fast-approaching retirement crisis and suggested ways in which the agency ...

Those famous words of the immortal Yogi Berra hold true when it comes to the SEC exam priorities for 2016.

Carter Ledyard & Milburn LLP's Tax podcast, hosted by Tax Department Chair Melinda Fellner, brings listeners head-to-head tax discussions with some of the brightest minds in the industry.

Legal experts from Groom Law Group examine whether mandatory contributions to retirement plans fall under the Internal Revenue Code Section 415 annual additions limit, clarifying the distinction between this limit and the Section 402(g) elective deferral limit. The analysis explores which types of contributions are excluded from annual additions calculations and how mandatory contributions are specifically treated under current tax law.

You can be a retired plan participant, entirely blameless, and have done everything correctly, but that will not let you hold on to benefit overpayments to you.

A California federal district court dismissed a plan fiduciary’s equitable indemnity claim because such claims are not available to a breaching fiduciary under ERISA.