Searching Content indexed under Retirement, Superannuation & Pensions by Davis & Gilbert ordered by Published Date Descending.
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Benefits & Compensation Alert >> IRS Reopens Its Determination Letter Program To Cash Balance Plans And Merged Plans
Effective September 1, 2019, the Internal Revenue Service (IRS) will reopen its determination letter program for two significant categories of individually
United States
12 Jun 2019
Cybersecurity For Retirement Plans
Many cybersecurity breaches have been reported over the last few years. The most notable of these is the recent Equifax breach.
United States
30 Apr 2018
Supreme Court Decision Upholds ERISA "Church Plan" Exemption For Church-Affiliated Organizations
The Supreme Court's decision, written by Justice Kagan, is based almost entirely on statutory interpretation, and the precise language used by Congress in the amendment to ERISA.
United States
21 Dec 2017
Another Look At Sun Capital: Pe Fund Faces Claims For Unfunded Pension Liability Of A Portfolio Company
Private equity (PE) funds are revisiting the 2016 decision by the U.S. District Court of Massachusetts in Sun Capital Partners III, LP v. New England Teamsters & Trucking Indus. Pension Fund (Sun Capital) ...
United States
14 Dec 2017
Two Recent Court Rulings Signal Important Developments In ERISA Excessive Fee Litigation
In recent years, plan sponsors have seen a surge of litigation claiming that plan administrators breached their fiduciary duty by allegedly charging excessive 401(k) plan fees, a violation...
United States
15 Aug 2017
Private Equity Funds Held Liable For Unfunded Pension Obligations Of Their Portfolio Company
Following the U.S. District Court for the District of Massachusetts' March 28, 2016 decision in Sun Capital Partners III LP v. New England Teamsters and Trucking Industry Pension Fund, private equity (PE) firms need to be aware of how they may form "controlled groups," and thereby share employee benefits liabilities, including pension obligations, with their portfolio companies.
United States
19 Apr 2016
The Trouble Caused By Tibble: Supreme Court Case Requires Enhanced Monitoring Of Plan Investments
In Tibble et al. v. Edison International et al., the U.S. Supreme Court held that a plan fiduciary has a continuing duty to monitor plan investments and, therefore, plan participants have six years to bring a lawsuit...
United States
5 Apr 2016
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