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Are Simple IRA Plans Subject to ERISA Rules?
SIMPLE IRAs are subject to ERISA rules. However ... concise information to participants. The Summary Plan Description (SPD) must clearly outline eligibility requirements, contribution limits ...
JD Supra13d
401(k) Plan Fiduciaries Breached ERISA’s Duty of Loyalty By Allowing ESG Interests To Influence Management Of The Plan
Judge Reed O’Connor of the U.S. District Court for the Northern District of Texas, issued the first-of-its-kind ruling on the ...
JD Supra2d
How ERISA Litigators Strengthen Plan Compliance and Risk Management: One-on-One with Jeb Gerth
Strategic ERISA (Employee Retirement Income Security Act) plan design and administration require more than just technical compliance—they call ...
InvestmentNews4d
Southwest Airlines hit with ERISA class action over alleged 401(k) fund mismanagement
The lawsuit filed in Texas says the carrier's failure to remove an underperforming fund option, which holds over $2 billion in assets, has cost plan members millions.