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July Business Services
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Distributions Processor - Qualified Retirement Plans Anchor 3(16) Fiduciary Solutions, LLC
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Compensation Strategies Group, Ltd.
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Defined Benefit Specialist II or III Nova 401(k) Associates
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Retirement Combo Plan Administrator Heritage Pension Advisors, Inc.
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DWC ERISA Consultants LLC
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District Court: Claims Processor Is Not ERISA Plan Fiduciary
The Wagner Law Group 
Dec. 3, 2024 "The court explained that the insurer's permitted actions under the ASA ... were insufficient to confer fiduciary status. According to the court, functions such as 'nondiscretionary administrative functions including the application of rules determining eligibility for participation or benefits, the calculation of benefits, and the processing of claims' do not create fiduciary authority.' " [Shea v. Unum Life Ins. Co, No. 24-10402 (D. Mass. Oct. 28, 2024)] MORE >> |
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