Browsing Tag
ERISA
296 posts
ERISA (Employee Retirement Income Security Act) is a 1974 U.S. federal law that sets minimum standards for most voluntarily established retirement and health plans in private industry. It aims to protect plan participants by requiring plans to provide information, establish fiduciary responsibilities, and give participants the right to sue for benefits and breaches of duty. ERISA also guarantees payment of certain benefits through the Pension Benefit Guaranty Corporation if a defined plan is terminated.
Expanding the Reach of Your Practice with 403(b) Plans
Why advisors should add a prospecting strategy for 403(b) clients in 2023
What a New Congress Means for Retirement Policy
A Willis Towers Watson webinar analyzed what changes in the U.S. House and Senate mean for retirement legislation in 2023 and 2024
It’s Alive! Swisher, Roberts’ Pooled Plan Up and Running
The high-profile PEP partners announced they now have participating employers, and it is live this month
New Bill Wants Alternative Investments in 401(k)s
On Thursday, Senators Pat Toomey, R-Penn., Tim Scott, R-S.C., and Rep. Peter Meijer, R-Mich., introduced the Retirement Savings Modernization Act. I…
Turnkey 401(k) for Small Biz Debuts from Equitable
Addition of Retirement Gateway for Small Business simplifies 401k administration for plans with account values up to $500,000
DOL Needs 5 More Members for 2023 ERISA Advisory Council
Nominations for 15-member board making policy recommendations to Labor Secretary are due by Oct. 3
Senator Marks ERISA Anniversary, Calls for Gomez Confirmation
Recognizing the importance ERISA plays, she introduced the following resolution
‘Pharma Bro’ Fallout: 401(k) Funds Can Be Garnished
Second Circuit decision this week finds ERISA doesn’t shield the retirement funds of former Martin Shkreli lawyer Evan Greebel
‘Reckless’ Jerry Schlichter Slammed (Again) in Empower’s Win
He is 'personally liable for Defendants’ excess costs, expenses, and attorney fees,' according to the judge
Shh! Victoria’s Secret Settles 401(k) Suit
The lawsuit alleged pricey fees and investment options in the $1.6 billion 401k plan