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Employee Retirement Income Security Act (ERISA) › Plan Administrators › Annuities

Bradley Arant Boult Cummings LLP

Selecting Annuity Providers for Retirement Plans: Tips for Success

Bradley Arant Boult Cummings LLP on

When a plan administrator selects an insurer to provide annuities for a retirement plan subject to ERISA, it is engaging in a fiduciary act that must be conducted prudently. Mistakes in this process can expose the plan...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Delaware hammers a 403(b) Provider

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

The non-ERISA §403(b) space is the last bastion of high, hidden costs in retirement plans. That’s the problem when a plan isn’t covered under ERISA and the fee disclosure regulations. So when it comes to 403(b) plans for...more

Seyfarth Shaw LLP

Ninth Circuit Rules that a Domestic Partner Under California State Law Was a Spouse for an ERISA Plan

Seyfarth Shaw LLP on

In an unpublished decision dated May 16, 2019, the Ninth Circuit held that a plan administrator abused its discretion by denying surviving spouse benefits under an ERISA retirement benefit plan to a participant’s domestic...more

Carlton Fields

Third Circuit Limits ERISA Fiduciary Liability

Carlton Fields on

Former and current annuity holders sued John Hancock Life Insurance Company in New Jersey federal court several years ago, alleging that, as a service provider to their 401(k) plans, John Hancock was an ERISA fiduciary and...more

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