Last month, the U.S. Supreme Court heard argument in an ERISA case that could have sweeping ramifications for retirement plan fiduciaries. The case—Hughes v. Northwestern University—tees up a threshold question that has...more
On December 20, 2019, President Trump signed into law the Setting Every Community Up for Retirement Enhancement (SECURE) Act, the most important retirement legislation since the Pension Protection Act of 2006. One of the most...more
1/28/2020
/ 401k ,
Annuities ,
Benefit Plan Sponsors ,
Defined Contribution Plans ,
Duty of Loyalty ,
Employee Benefits ,
Employee Retirement Income Security Act (ERISA) ,
Fiduciary ,
Retirement Plan ,
Safe Harbors ,
SECURE Act
The First Circuit Shifts The Burden To The Mutual Fund Company and Evens The Circuit Split -
Although philosophers view burden shifting as a logical fallacy, courts have long been willing, under certain circumstances, to...more