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Searching Content indexed under Retirement, Superannuation & Pensions by Seth Safra ordered by Published Date Descending.
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SECURE Act: Key Changes For Plan Sponsors And Employers
Last week, the U.S. House of Representatives passed the Setting Every Community Up for Retirement Enhancements (SECURE) Act of 2019.
United States
18 Jun 2019
2
IRS Reopens Opportunity To Cash Out Retirees In Pay Status—At Least For Now
One de-risking tool for employers with defined benefit pension liabilities is to allow participants to receive lump-sum distributions.
United States
19 Mar 2019
3
Fifth Circuit Vacates DOL Fiduciary Rule
In a 2-1 decision, the U.S. Court of Appeals for the Fifth Circuit vacated the Department of Labor's fiduciary rule, including the expanded definition of "investment advice fiduciary"...
United States
20 Mar 2018
4
Tenth Circuit Upholds DOL's Authority To Impose New Conditions For Ptes And Leaves Door Open For Changes To Fiduciary Rule
The Tenth Circuit recently affirmed the Department of Labor's authority to impose new conditions for exemption from prohibited transaction rules with respect to the sale of annuity contracts.
United States
20 Mar 2018
5
Tackett Redux: Ordinary Principles Of Contract Interpretation Mean No Inference Of Vesting
In an opinion released yesterday, the Supreme Court reaffirmed that collective bargaining agreements (CBAs) must be interpreted according to "ordinary principles of contract law."
United States
26 Feb 2018
6
Department Of Labor Officially Proposes Delaying Fiduciary Rule's Exemptions For 18 Months
On August 30, 2017, the Department of Labor ("DOL") officially proposed delaying the applicability date of exemptions to its fiduciary rule until July 1, 2019.
United States
7 Sep 2017
7
Department Of Labor Requests Additional 18-Month Delay Of Certain Fiduciary Rule Requirements
On August 9, 2017, the Department of Labor ("DOL") stated in a court filing that the Office of Management and Budget ("OMB") is reviewing a proposal to extend the applicability date...
United States
16 Aug 2017
8
Protecting Your Qualified Retirement Plan Now That The IRS Determination Program Is (Mostly) Closed
A lot has been written over the last few months about what to do now that the IRS has closed its determination letter program for ongoing individually designed tax-qualified retirement plans.
United States
25 May 2017
9
DOL's Fiduciary Rule To Apply June 9th, Investment Managers And Advisers May Want To Take Action Now
The U.S. Department of Labor's (DOL) final rule significantly expanding when a person is considered to be a fiduciary under the Employee Retirement Income Security Act of 1974 (ERISA)...
United States
24 May 2017
10
DOL Fiduciary Rule Delayed, But At Least Parts Might Be Here To Stay
On April 4, 2017, the U.S. Department of Labor issued a final rule postponing applicability of the conflict of interest rule and related exemptions for sixty days, until June 9, 2017.
United States
21 Apr 2017
11
The ERISA Litigation Newsletter - January 2017
In 2016, we saw a considerable uptick in the number and variety of excessive fee lawsuits commenced against plan fiduciaries of defined contribution plans
United States
8 Feb 2017
12
The ERISA Litigation Newsletter - September 2016
This month, we have re-published an interview of our colleague Seth Safra discussing the Department of Labor's final regulation concerning fiduciaries and conflicts of interest
United States
29 Sep 2016
13
Private Investment Fund Managers And Other Investment Advisers May Be Affected By The U.S. Department Of Labor's New Fiduciary Rules
Following significant public comment and debate, the DOL withdrew its 2010 proposal and published a new proposal in April 2015.
United States
21 Jul 2016
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