Welcome to the first in a series of Ropes & Gray podcasts addressing emerging issues for fiduciaries of 401(k) and 403(b) plans to consider as part of their fiduciary process and litigation risk management strategy.
In this episode, ERISA & benefits partner Josh Lichtenstein, benefits principal David Kirchner and benefits consultant Aneisha Worrell discuss
In a recent Bloomberg Law article, benefits and ERISA partner Josh Lichtenstein discusses how the coronavirus creates new risk for 401(k) retirement disputes.
Please click here to read the full article.
In a recent Bloomberg Law article, benefits and ERISA partner Josh Lichtenstein provides commentary on new U.S. Department of Labor guidance that allows 401(k) plans to join pension plans in investing in private equity funds.
Please click here to read the full article, which includes additional insights from Josh.
On June 1, 2020, the U.S. Supreme Court ruled in Thole v. U.S. Bank N.A. that participants of defined benefit plans lack standing under Article III of the U.S. Constitution to sue fiduciaries for alleged failures to satisfy their duties under ERISA, if the participants cannot establish that they have experienced individual financial loss or
In this Ropes & Gray podcast, litigation & enforcement partner Dan Ward, ERISA and benefits partner Josh Lichtenstein, and benefits principal David Kirchner discuss the recent $12 million settlement that has been agreed to in the Oracle 401(k) fee litigation, which includes some non-monetary requirements that could have a ripple effect on the routine
In this Ropes & Gray podcast, benefits partners Loretta Richard and Josh Lichtenstein discuss the Coronavirus Aid, Relief and Economic Security Act (also known as the CARES Act) in the context of 401(k) plans and other tax-qualified defined contribution retirement plans, including coronavirus-related distributions and loans that can be taken from qualified defined contribution
On February 26, 2020, the United States Supreme Court issued a decision in the closely watched Intel Corp. Investment Policy Committee et al. v. Sulyma case, making it more difficult for employers to seek early dismissal of class actions brought by participants in their retirement plans by narrowing the circumstances where a shorter three-year statute
In September 2017, the American Bar Association (“ABA”) Section of Taxation submitted comments to the IRS on proposed regulations implementing the partnership audit procedures enacted as part of the Bipartisan Budget Act of 2015. Ropes & Gray was honored to play a role in the drafting of these comments, an effort lead by the ABA