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Mintz
Of Counsel Michelle Capezza spoke with Forbes on the Department of Labor's new fiduciary rule and its potential impact on financial advisors and retirement investors.
Hall Benefits Law
Insurance plan participants urged a California federal court to certify a class of 8,000 members in their lawsuit against Cigna, claiming that class certification is the only efficient and cost-effective remedy.
Groom Law Group
On April 25, 2024, the U.S. Department of Labor ("DOL") published its much-anticipated final regulation on the definition of "fiduciary" under section 3(21)(a)(ii) of the Employee Retirement Income...
Crowell & Moring LLP
On April 25, 2024, the Department of Labor ("DOL") published a final rule (the "Final Rule") regarding when providing investment advice results in the advisor becoming a fiduciary under the Employee...
Lowenstein Sandler
ERISA prohibits transactions between a plan and a "party-in-interest" unless an exemption applies.
Cadwalader, Wickersham & Taft LLP
On Tuesday, April 23, 2024, the U.S. Department of Labor (the "DOL") released its new final rule (the "Final Rule") regarding when a person becomes...
Groom Law Group
On April 23, 2024, the U.S. Department of Labor ("DOL" or "Department") issued a final regulatory package amending its fiduciary investment advice regulation and revising numerous...
Groom Law Group
On April 25, 2024, the U.S. Department of Labor ("DOL") published its much-anticipated final regulation on the definition of "fiduciary" under section 3(21)(a)(ii)...
Dickinson Wright PLLC
Recently, a client called about a remote employee who was moving from the company's primary location to a different state, and would continue working for the company.
Ogletree, Deakins, Nash, Smoak & Stewart
On April 11, 2024, the U.S. Court of Appeals for the Ninth Circuit, in Ryan S. v. UnitedHealth Group, Inc., set a very broad pleading standard to allege a violation...
Hall Benefits Law
SECURE 2.0 established various options for individuals to withdraw funds from their retirement accounts without penalties.
Groom Law Group
The unofficial deadline of April 15 for the Tax Relief for American Families and Workers Act of 2024 (H.R. 7024), the tax deal authored by Senate Finance Committee Chairman Ron Wyden...
Winston & Strawn LLP
On April 25, 2024, the U.S. Department of Labor's Employee Benefits Security Administration (the Department) published the Retirement Security Rule: Definition of an Investment Advice Fiduciary (the 2024 Fiduciary Rule).
Seyfarth Shaw LLP
On March 28, 2024, Washington State's Governor, Jay Inslee, signed into law a bill that creates a new state-run retirement program called "Washington Saves."
Smith Gambrell & Russell
On Tuesday, April 23, 2024, the Department of Labor (the "DOL") issued final regulations regarding investment fiduciary obligations and the definition of an "Investment Advice Fiduciary"...
Carruthers & Roth
Presentation slides - Navigating Secure Act 2.0's Impact On Estate Planning For Retirement Benefits...
Ogletree, Deakins, Nash, Smoak & Stewart
On April 17, 2024, the Supreme Court of the United States issued a decision that could increase plaintiffs' abilities to bring discrimination claims under Title VII of the Civil Rights Act of 1964.
Kutak Rock LLP
Defined benefit plans typically offer participants several ways to receive their benefits, including single life annuities, joint and survivor annuities, and certain life annuities...
Kelley Drye & Warren LLP
There have been recent developments from both the Internal Revenue Service ("IRS") and the Department of Labor ("DOL") and pending court cases about how plan forfeitures...
Groom Law Group
On April 16, 2024, the IRS issued Notice 2024-35 ("Notice") which further extends required minimum distributions ("RMD") relief for the fourth year in a row while plan sponsors...
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