Featured Jobs
|
Pentegra
|
|
Cash Balance/ Defined Benefit Plan Administrator Steidle Pension Solutions, LLC
|
|
MAP Retirement
|
|
BPAS
|
|
Retirement Plan Consultants
|
|
Retirement Plan Administration Consultant Blue Ridge Associates
|
|
Managing Director - Operations, Benefits Daybright Financial
|
|
Southern Pension Services
|
|
BPAS
|
|
Regional Vice President, Sales MAP Retirement USA LLC
|
|
Retirement Relationship Manager MAP Retirement
|
|
ESOP Administration Consultant Blue Ridge Associates
|
|
BPAS
|
|
Relationship Manager for Defined Benefit/Cash Balance Plans Daybright Financial
|
|
Anchor 3(16) Fiduciary Solutions
|
|
July Business Services
|
Free Newsletters
“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber
|
|
Search the News Archive
|
4 Matching News Items |
| 1. |
The Rosenbaum Law Firm P.C. via JD Supra
Aug. 21, 2025
"The DOL didn't sue. It wasn't a party. But in the first appellate-level case tackling forfeiture allocation under ERISA, the DOL felt compelled to jump in, not on the side of the plaintiffs, which is usually the case, but on the side of [the plan sponsor].... [T]his brief is a shot across the bow to plaintiffs everywhere, and it signals that the DOL and the IRS are now singing from the same hymnal." [Hutchins v. HP Inc., No. 23-5875 (N.D. Calif. Feb. 5, 2025; on appeal to 9th Cir. No. 25-826; DOL amicus brief filed Jul. 9, 2025)]
|
| 2. |
The Rosenbaum Law Firm P.C. via JD Supra
Sept. 4, 2025
"Stable value funds are supposed to be the 'safe harbor' in a defined contribution plan, the place where risk-averse participants can find steady returns. The plaintiffs here allege the GIBC fell short of that promise, claiming its returns lagged far behind what comparable products offered at the same level of risk.... Fiduciaries must treat every investment option, whether it's an S&P 500 index fund or a stable value contract, with the same disciplined monitoring process." [Carter v. Sentara Healthcare Fiduciary Comm., No. 25-0016 (E.D. Va. amended complaint filed Aug. 18, 2025)]
|
| 3. |
The Rosenbaum Law Firm P.C. via JD Supra
Aug. 19, 2025
"As a gateway, SEP-IRAs make sense. They're the training wheels of employer-sponsored retirement plans. But the problem is too many employers, and too many plan providers -- never take the training wheels off.... If your client has more than one employee, or plans to hire more, the SEP-IRA is a temporary fix at best, and a costly mistake at worst."
|
| 4. |
The Rosenbaum Law Firm P.C. via JD Supra
Aug. 17, 2025
"This decision is important -- not just because it ends a legal marathon, but because it puts to rest the argument that certain investment types, like private equity or hedge funds, are automatically off-limits for participant-directed plans." [Anderson v. Intel Corp. Inv. Policy Comm., No. 22-16268 (9th Cir. May 22, 2025)]
|
|
Syntax Enhancements for Standard Searches
|