I have provided an article below titled “ERISA Litigation Update,” which includes brief descriptions of recent cases in the retirement plans arena. However, I am devoting a full article here to discuss the recent case of Salomon v. Commissioner of Internal Revenue because it deals with an extremely common 401(k) plan administrative matter that is […]
Given the continuing wave of ERISA litigation, this article has become a mainstay of The Speed Reader. Cases that were filed or for which courts issued rulings recently are outlined below, although please note that this list is not exhaustive. Ellis v. Fidelity Management Trust Company (decided on June 19, 2017 by the U.S. District […]
Given the continuing wave of ERISA litigation, this article has become a mainstay of The Speed Reader. Cases that were filed or for which courts issued rulings recently are outlined below, although please note that this list is not exhaustive. Also, note that two of these ERISA cases were recently filed by a Denver-based […]
Given the continuing wave of ERISA litigation, this article has become a mainstay of The Speed Reader. Court cases that were filed (or for which courts issued rulings) recently include the following, although please note that this list is not exhaustive: Daugherty v. The University of Chicago (filed on May 18, 2017 in the U.S. […]
Given the expanding world of ERISA litigation, this article has become a mainstay of The Speed Reader. Court cases that were filed, or for which courts issued rulings, recently include the following, though please note that this list is not exhaustive: Nieves v. Prudential Insurance Company of America (initial ruling issued on January 17, 2017 by […]
The U.S. Department of Labor (“DOL”) recently released an Information Letter (“IL”), dated December 22, 2016, addressing default investment options in plans covered by ERISA. As background, many individual account retirement plans (e.g., 401(k) plans) provide that if a participant fails to designate how his or her account is invested, then his or her […]
Given the expanding world of ERISA litigation, this article has become a mainstay of The Speed Reader. Court cases that were filed, or for which courts issued rulings, since last month’s edition include the following, though this list is not exhaustive: Feinberg v. T. Rowe Price Group Inc.: This case was filed on February 14 […]
Given the expanding world of ERISA litigation, this article has become a mainstay of The Speed Reader. Here is a summary of some (but not all) court cases filed or decided since last month’s edition: Perez v. Szajkovics: On January 17, the DOL filed this lawsuit in the U.S. District Court for the Northern District […]
Given the expanding world of ERISA litigation, this article has become a mainstay of The Speed Reader. Here is a summary of some (but not all) court cases filed or decided since the last update I provided, which was in the November 2016 edition. Department of Labor Cases: Perez v. Smith: On December 2, […]
Litigation Update: As ERISA litigation continues to proliferate, this article provides a summary of some (but not all) cases filed, decided, or set for further proceedings during approximately the past month. Department of Labor Cases: Perez v. Bridgeport Health Care Center, Inc.: On September 8, 2016, the DOL filed this lawsuit in the U.S. […]