Tags » ERISA

Principal’s Stable Value Product Called Out in Lawsuit - Rozo v. Principal Life

A lawsuit filed against Principal Financial concerning its traditional stable value product alleges that Principal serves as a plan fiduciary with respect to this product and violated its fiduciary duties by charging excessive fees. 297 more words

EAPs Pose Compliance Complications

Employee Assistance Plans (EAPs) are popular employer-sponsored plans that help employees address personal and work related problems that impact their health or job performance. Benefits provided by EAPs are varied in both scope and breadth. 760 more words

The Fiduciary Rule, Distributions and Rollovers

information provided by Fred Reisch blog at FredReisch.com

Now that it seems likely that the fiduciary rule and the transition exemptions will continue “as is” until at least July 1, 2019, it’s time to re-visit the fiduciary rule and the requirements of the transition exemptions. 853 more words

Ascension to pay $29.5M settlement in pension lawsuit


St. Louis-based Ascension Health ended a class-action lawsuit filed against the system and subsidiary Wheaton Franciscan Services in Glendale, Wis., alleging Wheaton erroneously treated its pension plan as a “church plan” exempt from the federal Employee Retirement Income Security Act,  101 more words

Counting Employees Not as Easy as 1...2...3

Most children can count to 10 in preschool. The average child can count to 200 at age six. But, employee benefit professionals know that counting – when counting employees — is anything but easy. 344 more words

Cybersecurity - Is Your Retirement Plan Protected?

In this Sunscreen moment we will be discussing cybersecurity. Is your plan protected? Find out what you should be keeping in mind and use this month’s Sunscreen tip to avoid getting burned.

Employee Benefit Plans