Responding to a call from a financial advisor in California, the ERISA consultants at the Retirement Learning Center (RLC) addressed a question concerning the difference between a retirement plan’s ...

Fiduciary liability insurance is not to be confused with an ERISA bond, employment benefits liability (EBL) or investment advisor errors and omissions (E&O) coverage. "An ERISA bond is first-party ...

The Employee Retirement Income Security Act, or ERISA, is a federal law enacted in 1974 that protects retirement assets by requiring clear plan details, fiduciary responsibility and participant ...

The court held that the 2022 Rule does not run contrary to ERISA’s duty of loyalty, which requires fiduciaries to act solely in the interest of the participants and beneficiaries and for the ...