Search for: "Financial Security Services Defined Benefit Plan"
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1 Aug 2016, 9:42 pm
Scott Brain, et al of an employee benefit plan trustee, and an individual lawyer and her law firm that served as the employee benefit plan’s outside legal counsel of violating the fiduciary responsibility and whistleblower rules of the Employee Retirement Income Security Act of 1974 (ERISA) illustrates why employee benefit plan sponsors, trustees or other fiduciaries, their management, legal counsel, auditors and other… [read post]
16 Aug 2016, 4:09 pm
Defined contribution plans that move to a preapproved plan document by April 30, 2017 will be able to rely on the plan’s national office determination letter for the following amendment and review cycle. [read post]
2 Mar 2016, 5:00 pm
Well known for her extensive work with health care, insurance and other highly regulated entities on corporate compliance, internal controls and risk management, her clients range from highly regulated entities like employers, contractors and their employee benefit plans, their sponsors, management, administrators, insurers, fiduciaries and advisors, technology and data service providers, health care, managed care and insurance, financial services,… [read post]
3 Feb 2020, 8:21 am
Defined benefit and other plan sponsors, fiduciaries, administrators, and their legal counsel and other service providers should review a new Pension Benefit Guarantee Final Regulation on Miscellaneous Corrections, Clarifications, and Improvements scheduled for publication tomorrow (February 4, 2020) that will make various key changes to the PBGC’s current regulations on n Reportable Events and Certain… [read post]
26 Jan 2014, 12:16 pm
The Cost of Spousal Health Coverage, and The Role of Social Security, Defined Benefits, and Private Retirement Accounts in the Face of the Retirement Crisis. [read post]
26 Oct 2018, 2:00 am
She has nearly 30 years’ experience as a writer/editor of financial services news. [read post]
26 Oct 2018, 2:00 am
She has nearly 30 years’ experience as a writer/editor of financial services news. [read post]
10 Jan 2024, 1:38 pm
At Bryant Legal Group, we frequently work alongside financial advisors, financial planners, accountants, and other wealth management professionals to provide first-class service to our mutual clients. [read post]
8 Jan 2015, 6:00 am
Several studies have shown that, due to the limited benefits provided by the Canada Pension Plan (CPP) and Old Age Security (OAS), significant numbers of Ontarians will not have sufficient savings to maintain similar living standards throughout their retirement years. [read post]
3 Feb 2016, 6:42 am
In the process, the IRS continually is issuing additional guidance including a slew of recent guidance that has material impact upon employer and other plan sponsors and fiduciaries of qualified plans Employer and other plan fiduciaries should consult counsel about how these changes impact the protection provided by IRS qualified plan approval, options and expenses for obtaining approval and other changes impacting their qualified 401k and… [read post]
2 Nov 2014, 11:29 am
“Plan fiduciaries have an obligation to work solely in the interest of plan participants,” said Assistant Secretary of Labor for Employee Benefits Security Phyllis C. [read post]
26 Jun 2015, 12:25 pm
Stamer works closely with employer and other plan sponsors, insurance and financial services companies, plan fiduciaries, administrators, and vendors and others to design, administer and defend effective legally defensible employee benefits and compensation practices, programs, products and technology. [read post]
2 Jun 2020, 5:21 am
“It’s an ERISA case, and the issue was whether plaintiffs, who were participants in a defined benefit [DB] plan, […] The post Supreme Court’s Thole v. [read post]
19 Mar 2014, 11:15 am
Stamer has more than 25 years’ experience advising health plan and employee benefit, insurance, financial services, employer and health industry clients about these and other matters. [read post]
6 Feb 2018, 3:03 am
She has nearly 30 years’ experience as a writer/editor of financial services news. [read post]
6 Feb 2018, 3:03 am
She has nearly 30 years’ experience as a writer/editor of financial services news. [read post]
21 Aug 2015, 6:07 pm
When the involvement includes discretionary involvement in the plan administration, of course, the vendor or advisor could face liability for breach of fiduciary duty under ERISA as ERISA defines fiduciary functionally. [read post]
11 Jul 2015, 2:14 pm
SEMC HIPAA Compliance Lessons For Health Plans & Business Associates While specifically enforceable only against SEMC, health plans and other Covered Entities need to understand and heed the Resolution Agreement as a clear warning from OCR to clean up weaknesses in the security of their own internet sharing and other HIPAA security practices and policies. [read post]
23 Jan 2023, 4:00 pm
SECURE 2.0 permits plan sponsors to add a PLESA feature to their defined contribution retirement plan. [read post]
27 Apr 2016, 9:01 am
Employer and other group health plan sponsors, fiduciaries and administrators and individual and group health insurers should confirm their plan documents and practices comply with new additional guidance on when the Patient Protection and Affordable Care Act (ACA) preventive care mandates set forth in Public Health Services (PHS) Act section 2713, the Employee Retirement Income Security Act (ERISA) and the Internal Revenue Code (the Code) require… [read post]
