Merrill Lynch’s deferred incentive compensation program for financial advisers isn’t governed by ERISA, the Fourth Circuit ...
He described a "significant threat to the retirement system: litigation abuse by the ERISA plaintiffs' bar and regulatory overreach by the prior administration." ...
Quick Read 401(k)s receive unlimited federal creditor protection under ERISA with no ceiling, while IRAs face a ~$1.7 million ...
The Department of Labor on Wednesday announced that proxy advisory firms that offer advice or recommendations to ERISA-governed plans regarding their shareholder voting rights may be considered ERISA ...
Executives who spend years building up a non-qualified deferred compensation balance often assume it’s safe because it shows ...
As a retirement plan consultant, I often get asked: “Is ERISA class action litigation becoming more of a risk for plan advisers?” I can’t predict the future, but I can address the fiduciary risks that ...
In recent years, there has been an increase in the sale of individual annuity contracts to participants in defined contribution (DC) plans, and most of these sales are of individual variable annuity ...
At the 50th anniversary of the Employee Retirement Income Security Act of 1974 (ERISA), health and welfare plans governed by ERISA have become the topic of far-reaching compliance mandates and ...
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