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Retirement Plan › 401k › Life Insurance

Offit Kurman

Unintended Inheritance Happens More Than You Think: Ensuring Your Loved Ones Inherit as Intended

Offit Kurman on

Roughly two-thirds of Americans are estimated to die without executing a valid will. As a result, assets in their name will pass under the laws of intestacy of their home state. The laws of intestacy are essentially default...more

Jackson Lewis P.C.

Eighth Circuit Holds Principal Did Not Breach Its Fiduciary Duty to 401(k) Plan Participants Despite Conflict of Interest

Jackson Lewis P.C. on

The U.S. Court of Appeals for the Eighth Circuit recently affirmed a District Court’s finding that Principal Life Insurance Company (“Principal”) did not breach its fiduciary duties regarding its stable value contract for...more

Pietragallo Gordon Alfano Bosick & Raspanti,...

ERISA: A Journey from a Promise of Protection to a Retirement Crisis

Pietragallo Gordon Alfano Bosick & Raspanti,... on

The closure of the Studebaker-Packard Corporation car manufacturing plant in 1963 was a major catalyst leading into the enactment of the Employee Retirement Income Savings Act of 1974 (“ERISA.”) ...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

VALIC sued over surrender charge

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

One of the most annoying parts of being an ERISA attorney is dealing with surrender charges for clients who want to escape an insurance provider before the contract is up....more

Flaster Greenberg PC

Having A Will Is Important – Just Ask Chadwick Boseman’s Family

Flaster Greenberg PC on

On August 28, 2020, the world mourned the loss of movie star Chadwick Boseman, who passed at the age of 43. Known for his portrayals of iconic characters in films such as 42, Marshall, and Black Panther, Boseman quietly...more

Carlton Fields

DOL Warms Up to Private Equity in 401(k) Plans

Carlton Fields on

On June 3, 2020, the Department of Labor provided valuable insights via an information letter addressing private equity investment (PEI) within defined contribution retirement plans (such as 401(k) plans). ...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

The problem with insurance with 401(k) plans

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

I have life insurance and it’s an important financial tool to protect your loved ones. I’ve never been a fan of maintaining a life insurance policy within a qualified plan and that bias against it is because of the compliance...more

Pullman & Comley, LLC

Alert: The Importance of Beneficiary Designations

Pullman & Comley, LLC on

Who really benefits? You may be surprised! If you participate in a 401(k) or other retirement plan, have one or more IRA accounts, or life insurance policies, you need to designate beneficiaries to receive the benefits...more

Carlton Fields

For Life Insurers and Agents – A Summary of Predicted Litigation Under the DOL’s Proposed Fiduciary Rule

Carlton Fields on

The Department of Labor’s recent Proposed Rule (the “Proposal”), which defines the term “fiduciary” as it applies to persons who provide “investment advice” to ERISA plans and IRAs, will impact the likelihood and severity of...more

Chambliss, Bahner & Stophel, P.C.

Starting a New Job? Consider These Tips When Signing Up for Employee Benefits

Chambliss, Bahner & Stophel, P.C. on

When you start a new job you may be offered a wide range of employee benefits, from retirement accounts to life insurance. If you are the parent of a child with special needs, the decisions you make when signing up for these...more

Stinson - Benefits Notes Blog

Internet Posting of SPD is Insufficient

Stinson - Benefits Notes Blog on

Employers know that they must prepare and distribute a summary plan description (SPD) for their ERISA benefit plans, including retirement benefits, health insurance, life insurance and disability insurance. Because of the...more

Littler

Same-Sex Marriages and Benefit Plans After Windsor

Littler on

On June 26, 2013, the Supreme Court issued its long-awaited decision in Windsor v. United States, No. 12-307. The Court ruled (in a 5-4 decision) that the section of the Defense of Marriage Act (DOMA) that required federal...more

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