With clear plan terms, coordinated procedures, and timely legal advice, employers can better fulfill their obligations under ...

On Friday, November 3, the Federal Register published the U.S. Department of Labor’s (DOL) latest attempt to redefine who is an “investment advice fiduciary” under ERISA.

Department of Labor DOL updates definition of investment advice fiduciary under the Employee Retirement Income Security Act ERISA for prohibited transaction class ex ...

ERISA: The federal law that changed retirement planning celebrates its 50th anniversary Millions of Americans invest for retirement in 401(k) plans and other programs.

ERISA requires that retirement plans annually file a Form 5500, Annual Return/Report of Employee Benefit Plan (“Form 5500”) with the DOL and IRS. The form summarizes the operation of the plan ...

Text Callout : Key Takeaways - How ERISA Impacts Your Retirement . The Employee Retirement Income Security Act safeguards the financial future of many Americans saving for retirement.