Tags » ERISA

“And if the Wind is Right You Can Sail Away and Find Tranquility...” - Unless You Are Forced to Litigate in an Unwanted Forum!

This is the first post by PLUS Blog contributor José M. Jara, a partner at FisherBroyles, LLP. Mr. Jara has over 20 years of ERISA and employee benefits law experience. 552 more words


A Tip for Financial Advisers to Retirement Savers: Heed the Prudent Investment Rule

Today the bulk of American workers’ retirement savings, worth trillions of dollars, is in self-directed individual retirement accounts (IRAs) and defined contribution pension plans. Understandably, many workers with self-directed accounts turn to financial advisers for help in matching the vast and complicated array of investment options in today’s financial markets to the worker’s particular circumstances. 754 more words

Finance & Economics

Supreme Court Decision Makes Enforcing Liens More Difficult

An Employee Retirement Income Security Act (ERISA) plan has the right to be reimbursed for a member’s medical expenses if that member is compensated through a third-party settlement. 319 more words

Employee Benefits


Here is a little history lesson. ERISA, Employee Retirement Income Security Act of 1974, is a federal law designed to ensure employers act in the best interest of their workers. 218 more words


Changes coming to Form 5500 Annual Return/Reports; impacting small businesses

WASHINGTON – In the future, small business employee benefit plans will be required to file annual Form 5500s if the latest proposed DOL regulations take effect. 350 more words

Employee Benefits

Penalty for Failure to File Form 5500 Almost Doubles

Contributed by Kelly Haab-Tallitsch, July 29, 2016

On July 1, 2016, the DOL issued an interim final rule that significantly increases the penalty amounts that may be imposed on plan sponsors for certain ERISA violations. 320 more words

Affordable Care Act