Law and regulation

Fiduciaries have latitude to value investment features other than price, judge rules.

Fiduciaries have latitude to value investment features other than price, judge rules.

The “I-lost-it” excuse may actually work. This revenue procedure provides taxpayers with a new mechanism to facilitate a rollover, even if a technical failure to comply with the 60-day rule has occurred.

It’s not the presidential candidates who can have an impact on the consequences of health reform, but rather those on lower tickets, says adviser Vinnie Daboul.

Although it won’t be disclosed until fall, maximum contribution is expected to increase by $50 and employers should know the change is coming.

States and large cities can more simply establish their own retirement programs for private-sector workers under new rules, which are aimed at expanding the number of Americans with access to tax-advantaged savings accounts.

As letters from the U.S. government arrive at benefits departments, the first responses are often uncertainty and suspicion.

Employers who do not offer group health coverage that is affordable as defined under the ACA risk significant penalties, says attorney Stephanie O. Zorn.

As letters from the U.S. government arrive at benefits departments, the first responses are often uncertainty and suspicion.

When it comes to healthcare proposals such as Paul Ryan and the GOP’s latest, gradual is better, says adviser Craig Hasday.

Lawsuits have been filed against eight private universities sponsoring defined contribution code Section 403(b) and 401(a) retirement plans

Last week, yet another slew of private retirement plan managers became the target of class-action lawsuits. This time it was a bunch of universities: Yale University, NYU, MIT, and other schools have been sued for failing to properly oversee their employees’ retirement plans.

The insurer warned the government in a July letter that it would be financially forced to step back its participation in the individual insurance exchanges if the DOJ tried to block its $28 billion purchase of Humana. Guess what happened, writes Max Nisen.

The number of plan sponsors concerned about fiduciary matters jumps 14%, a Fidelity Investments study shows.

The number of plan sponsors concerned about fiduciary matters jumps 14%, Fidelity Investments study shows.

The DOL and IRS announced a proposal to implement significant changes to forms and regulations that govern annual employee benefit plan reporting.

The IRS published new rules that attempt to reduce the confusion regarding taxpayer identification number solicitations.

DC contributions are in danger when a person becomes disabled, attorney David Kaleda and other experts say.

DC contributions are in danger when a person becomes disabled, attorney David Kaleda and other experts say.

Chief Executive Officer David Cordani faces a tough task: persuading investors and lawyers that the health insurer is committed to a troubled $48 billion takeover, while also talking up its prospects as an independent company.