Litigation and Claims

285 topics in this forum

1. Alternate Payee dies before QDRO. Does his estate have a valid recovery claim?

   By TMWIH, April 11   

   • qdro
   • alternate payee
   • (and 1 more)

     Tagged with:

     • qdro
     • alternate payee
     • estate
   • 4 replies
   • 490 views
   • 
   • jmader
   • May 9

2. Surviving spouse, non-QDRO counter claim

   By Jessalynn, May 1
   • 4 replies
   • 160 views
   • 
   • Jessalynn
   • May 3

3. Have 5 policies. Can't find company.

   By Charlene1215, April 26
   • 3 replies
   • 166 views
   • 
   • ErnieG
   • April 30

4. section 79 lawsuit

   By lie, January 16
   • 3 replies
   • 537 views
   • 
   • lie
   • February 11

5. Deadline to File Claims - permissible?

   By KEC79, December 19, 2017
   • 5 replies
   • 1,702 views
   • 
   • lie
   • December 3, 2018

6. Production of Email to DoL Auditor

   By JWRB, November 15, 2018
   • 10 replies
   • 286 views
   • 
   • Mike Preston
   • November 17, 2018

7. Auditor's Inquiry

   By Carol V. Calhoun, June 30, 2017
   • 8 replies
   • 1,376 views
   • 
   • MoJo
   • July 21, 2017

8. Pension Actuary Fiduciary Question

   By Cloudy, March 31, 2017
   • 6 replies
   • 870 views
   • 
   • My 2 cents
   • April 7, 2017

9. QDRO - Fidelity approval?

   By Ineedhelp, November 5, 2016
   • 3 replies
   • 1,844 views
   • 
   • jpod
   • November 5, 2016

10. Class Action Suit - Trustee Responsibility?

    By Dennis Povloski, July 6, 2016
    • 3 replies
    • 1,203 views
    • 
    • QDROphile
    • July 7, 2016

11. Subpoena for Plan Records

    By Dougsbpc, May 26, 2016
    • 2 replies
    • 960 views
    • 
    • hr for me
    • May 26, 2016

12. 401(k) Fee Litigation

    By jpod, February 9, 2016
    • 2 replies
    • 1,092 views
    • 
    • Bird
    • February 9, 2016

13. Is the non-disclosure/non-disparagement agreement still valid?

    By johntepper, October 30, 2015   

    • employee stock
    • 16 replies
    • 1,567 views
    • 
    • mbozek
    • December 4, 2015

14. Kruger v Novant

    By Bird, November 20, 2015
    • 10 replies
    • 1,291 views
    • 
    • Soundbc1
    • December 3, 2015

15. Breach of Fiduciary Duty? Basic Life Plan Clearly Subsidized by Voluntary Life Plan

    By CaliBen, June 19, 2015   

    • fiduciary
    • group term life
    • (and 2 more)

      Tagged with:

      • fiduciary
      • group term life
      • subsidized
      • loss ratio
    • 0 replies
    • 1,367 views
    • 
    • CaliBen
    • June 19, 2015

16. Litigation Proceeds for Terminated 401k Plans

    By chriskkelly, May 14, 2015
    • 1 reply
    • 1,155 views
    • 
    • jpod
    • May 14, 2015

17. Annuity policy - 1 owner named on policy - owner and co-owner spouse signed the application

    By stankey1000, May 1, 2015   

    • annuity co-owner beneficiary
    • 1 reply
    • 1,017 views
    • 
    • ETA Consulting LLC
    • May 4, 2015

18. In Participant's Defense

    By HNC, May 21, 2014
    • 15 replies
    • 2,238 views
    • 
    • HNC
    • March 26, 2015

19. Has any court found that an actuary might be a plan fiduciary?

    By Fiduciary Guidance Counsel, October 8, 2014
    • 4 replies
    • 2,510 views
    • 
    • mbozek
    • November 17, 2014

20. Measure of Damages From Loss of Tax Qualification

    By Guest johncpa, October 27, 2014   

    • Damages
    • Loss of Tax Qualificatin
    • (and 1 more)

      Tagged with:

      • Damages
      • Loss of Tax Qualificatin
      • Litigation
    • 21 replies
    • 1,907 views
    • 
    • My 2 cents
    • November 17, 2014

21. Post Death Change to Plan's Default Bene Designation Rules

    By Guest Grumpy456, August 11, 2014
    • 6 replies
    • 1,689 views
    • 
    • SearchLight
    • August 12, 2014

22. QDRO information responsibility

    By Guest jmd8800, July 28, 2014
    • 13 replies
    • 2,391 views
    • 
    • K2retire
    • July 30, 2014

23. Judgement and QDRO

    By Guest confused 57, May 26, 2014   

    • personal property
    • 6 replies
    • 3,270 views
    • 
    • ForksnKnives
    • June 26, 2014

24. Judgement and Qdro

    By Guest confused 57, May 26, 2014   

    • personal property
    • 1 reply
    • 1,606 views
    • 
    • masteff
    • May 26, 2014

25. Plan assets to pay litigation expenses

    By benefitsguru, March 4, 2014
    • 0 replies
    • 1,711 views
    • 
    • benefitsguru
    • March 4, 2014