Benefits Think Brokers will always be fiduciaries
It is widely anticipated that the March 15 ruling will soon take effect, restoring the DOL’s 1975 regulation defining fiduciary investment advice to plan and IRA investors.
Joshua J. Waldbeser
Partner
Federal court issues unfavorable pension ruling for health care systems affiliated with churches
The court agreed with the plaintiffs contention that while a church-affiliated entity may maintain an ERISA-exempt church plan, only plans established directly by a church or convention of churches qualify as church plans.