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The U.S. Supreme Court has upheld a lower court decision declaring Section 3 of the federal Defense of Marriage Act ("DOMA") unconstitutional. Section 3 of DOMA defines a "marriage", for most federal purposes, as "a legal union between one man and one woman as husband...
Roberta Casper Watson, as head of the Welfare Benefits Department, will join Senior Associate Barry Newman, Associate Alex Olsen and Senior Benefits Consultant Virginia Peabody in the Welfare Benefits Department. Along with other health and welfare plan issues, she...
The U.S. Department of Labor ("DOL") has issued two self-compliance tools that allow sponsors of group health plans to test whether they are in compliance with the Patient Protection and Affordable Care Act ("PPACA") and the Health Information Portability and...
How Plans Affect the Deficit. Legislators and policymakers know that the amount of tax revenue forgone on account of retirement plans is very large and this makes 401(k) plans an easy target for revenue raising initiatives. The Congressional Joint Committee on...
View Printable PDF Introduction 401(k) plans and other similar tax-qualified retirement plans (“Plans”) are important long-term savings vehicles that employers can establish for the exclusive benefit of their employees. Plan sponsors and other responsible fiduciaries...
Separating Fact from Fiction: The Potential Risks and Rewards of Hiring 3(16) Fiduciaries, Sentinel Benefits & Financial Group, April 29, 2013
Broader “Fiduciary” Definition: Legal Update, byallaccounts, February 2013
View Printable PDF Executive Summary Plan sponsors and other fiduciaries have good reason to help plan participants with their retirement readiness. The U.S. Department of Labor’s “404a-5 Regulations” impose an implied duty on plan sponsors to promote the financial...
View Printable PDF On September 18, 2013, PenChecks Trust hosted “What Trustees in Bankruptcy Need to Know About Pension Plans,” an online seminar as part of its 2013 Expert Series. The session featured leading ERISA attorney Marcia Wagner, Esq., Managing Director,...
View Printable PDF Introduction Mutual funds (“Funds”) have become popular investment vehicles for 401(k) plans and other types of retirement plans (collectively, “Plans”) that give participants (“Participants”) the responsibility for making investment allocation...