Here’s a list of changes we’d like to see in 2025.
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Plan fiduciaries need to secure in-house data and investigate their outside vendors’ procedures.
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Plaintiffs want a retrial to change a jury’s determination that there were no damages from a fiduciary breach involving Yale’s retirement plan. The DOL supports them. Which standard applies?.
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Here are some developments that could change things for the better in 2024.
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The fiduciary responsibility to review the reasonableness of plan compensation extends to indirect compensation. Failure to do so can result in a non-exempt prohibited transaction.
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We invite you to join us on 9/7 for answers to your questions about fiduciary liability insurance.
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Universities have been targeted in excessive fee lawsuits. Many have resulted in costly setlements, but good practices can help.
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Two recently introduced bills would restrict or discourage classes of retirement plan investments. Is this the right policy?
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HSAs aren’t subject to ERISA if you follow the Department of Labor’s roadmap.
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A recent Supreme Court decision on agency powers could affect Department of Labor guidance. Carol Buckmann explains the possible impact in this article.
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Mandatory arbitration of ERISA claims could curb class action litigation, but open issues remain. Careful drafting is a must.
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We still have no final word from the courts on the enforceability of ERISA mandatory arbitration provisions, but plan sponsors can increase the chances that their mandatory arbitration policies will be upheld by reviewing the reasoning in recent cases. That’s assuming that Congress doesn’t act.
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Does private equity belong in 401(k) plans? The Department of Labor has issued new guidance cautioning fiduciaries about the risks. Carol Buckmann discusses the issues in this article for Investment News.
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More plan sponsors should consider outsourcing plan administration.
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401(k) fiduciaries need to understand the risks of cryptocurrency investments.
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