» retirement

US Supreme Court to review ERISA case

October 6th, 2014
The United State Supreme Court has accepted review of a new ERISA case involving the statute of limitations in retirement fund cases. (Tibble v. Edison Int’l, U.S., No. 13-550, cert. granted 10/2/14) “The case presents the question: wheth… Read More
Read More
Categories: ERISA, pension, retirement, statute of limitations, United States Supreme Court

Word to the Wise : When is investment advice subject to a fiduciary standard?

January 8th, 2014
An interesting article here: http://www.foxbusiness.com/personal-finance/2014/01/07/problem-with-investment-advice/ The article discusses how ERISA holds that people advising employees/retirees on investment accounts are held to a fiduciary standard… Read More
Read More
Categories: ERISA, investment, Katherine MacKinnon, pension, retirement

Pension Plans and ERISA

October 24th, 2013
ERISA is the federal law that spells out the rules regarding pension plans available to employees through their workplace. While ERISA does not generally regulate the content of plans, it does provide minimum standards for certain aspects of the plan… Read More
Read More
Categories: denial, ERISA, pension, retirement