Featured Jobs
|
Daybright Financial
|
|
Relationship Manager – Defined Contributions Daybright Financial
|
|
EPIC RPS
|
|
Nova 401(k) Associates
|
|
Daybright Financial
|
|
Stones River Consulting
|
|
Regional Sales Director-Heartland July Business Services
|
|
Director, Strategic Accounts and Channel Development July Business Services
|
|
Director of Regulatory Operations and Compliance PCS Retirement
|
|
Regional Sales Director-Mid Atlantic July Business Services
|
|
Internal Channel Sales Team Lead July Business Services
|
|
Spectrum Pension Consultants (part of Daybright Financial)
|
|
Experienced Employee Benefits Attorney Shipman & Goodwin LLP
|
|
EPIC RPS
|
|
Independent Retirement
|
Free Newsletters
“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber
|
|
|
Insurance Company Providing 401(k) Retirement Plans Not an ERISA Fiduciary with Respect to Foreign Tax Credits from Mutual Fund Shares
Eversheds Sutherland 
Mar. 21, 2025 "Considering ordinary notions of property rights, the court concluded that the foreign tax credits were inalienable and owned by John Hancock as the legal and taxable owner of the shares of the mutual fund. The fact that the foreign tax credits were the result of foreign taxes on the Romanos fund did not make them assets of the fund. This was underscored by the fact that the Romano Law Plan was a tax-exempt plan unable to use the credits." [Romano v. John Hancock Life Ins. Co. (USA), No. 22-12366 (11th Cir. Oct. 30, 2024)] MORE >> |
| Please click here to report this link if it is broken (for example, if you see a "404 File Not Found" error message after you click on the linked news item's title). |
| An important word about authorship: BenefitsLink® created this link to the news item, but we are not the news item's author (unless expressly shown above). |