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Supreme Court issues two historic decisions on same-sex marriage: what does this mean for employee benefit plans?

USA - June 28 2013 On Wednesday, June 26, 2013, the United States Supreme Court (the "Court") issued two significant decisions relating to same-sex marriage, both of...

Patricia E. Anglin.


Recent ERISA fee litigation: key lessons for plan fiduciaries

USA - April 26 2012 A recent Federal District Court decision dealing with ERISA plan fees is generating substantial discussion in plan fiduciary circles, not only because of the significant liability imposed on fiduciaries (almost $40 million), but because of its discussion of some key fiduciary issues....

Jonathan M. Ocker.


Summaries of benefits and coverage: what employers need to know

USA - March 8 2012 The Departments of Labor, Treasury and Health and Human Services (the "Agencies") recently released final regulations and related guidance to employers in connection with the "Summary of Benefits and Coverage" ("SBC") required to be provided to health plan participants under the Patient Protection and Affordable Care Act of 2010 ("PPACA")....

Jonathan M. Ocker.


Final service provider disclosure regulations; what responsible plan fiduciaries and covered service providers need to prepare for

USA - February 22 2012 On February 3, 2012, the Department of Labor ("DOL") published final regulations on fee disclosure for retirement plans (the "Final Regulations")....

Jonathan M. Ocker.


Department of Labor finalizes regulation aimed at improving access to investment advice for 401(k) plan participants

USA - November 30 2011 The Department of Labor (DOL) recently issued final regulations (the “Regulations”) allowing employee benefit plan fiduciaries, including mutual fund houses and investment advisory firms, to receive compensation from investment vehicles they recommend to participants in 401(k) plans and other defined contribution plans and beneficiaries of IRAs, so long as the adviser satisfies certain conditions....

Jonathan M. Ocker.