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Department of Labor Action Sends a Message to Plan Fiduciaries & Retirement Committees - 401kTV Discussing November 2, 2021 Law Alert by Jon Schultze, Barry Salkin and Susan Rees, November 16, 2021
Practice Progress: Development of PEPs in 2021 - Susan Rees, PLANADVISER, November 15, 2021
Attorney: DOL's Interpretation of Fiduciary Rule More Expansive Than Ever - Stephen Wilkes, WealthManagement.com, November 10, 2021 (PDF)
The Fifth Circuit Court of Appeals has ruled, in Talasek v. National Oilwell Varco, L.P., that an insurer was not required to pay a supplemental life insurance claim merely because of misrepresentations by the employer that sponsored and administered a group life...
Retirement Plans in Bankruptcy - Thomas Clark, Jr., Israel Goldowitz and Jordan Mamorsky, Thomson Reuters Practical Law, November 5, 2021
Retirement Industry People Moves - Zach Meth, PLANSPONSOR, November 5, 2021 (PDF)
Service Provider Collaboration and the DOL’s Cybersecurity Guidance - Jon Schultze, Susan Rees and Barry Salkin, November 5, 2021 (PDF)
The U.S. Court of Appeals for the Third Circuit has ruled, in Watson v. Drexel University, that an employer may terminate an employee for taking unauthorized leave because it had previously corrected a mistake in its FMLA certification requirements. Facts. An employee...
The Internal Revenue Service announced cost-of-living adjustments affecting certain dollar limitations for pension plans and other retirement-related limitations for 2022 in Notice 2021-61. The following chart details 2022 retirement plan dollar limitation...
Getting Retirement Plan Help From the IRS - Ari Sonneberg, PLANSPONSOR, November 3, 2021