Thomson Reuters Tax & Accounting News | ERISA

Court Concludes Benefits Committee Failed to Delegate Discretionary Authority, Imposes Penalties for Failure to Timely Provide ERISA Plan Documents

Laake v. Benefits Committee, Western & Southern Fin. Group Co. Flexible Benefits Plan, 2023 WL 3559602 (6th Cir. 2023) A …

House Passes SECURE 2.0: Summary of Key Tax Provisions

The House of Representatives passed Securing a Strong Retirement Act of 2022 (SECURE 2.0 or the Act, HR 2954) on …

Democratic Lawmakers, Pension Funds, Others Blast Labor Department’s ESG Investing Curbs

By Bill Flook Democratic lawmakers, pension funds, and others railed in comment letters against a Department of Labor proposal seeking …