One last lifeline for states to pick up defense of the fiduciary rule

And on the third day…

By Nick Thornton | July 06, 2018 at 03:11 PM

Fifth Circuit issued a June 21 mandate upholding the fiduciary rule ^th ^th ^th ^th denied motions to intervene to defend the fiduciary rule ^th ^th ^th

NOT FOR REPRINT

Nick Thornton is a financial writer covering retirement and health care issues for BenefitsPRO and ALM Media. He greatly enjoys learning from the vast minds in the legal, academic, advisory and money management communities when covering the retirement space. He's also written on international marketing trends, financial institution risk management, defense and energy issues, the restaurant industry in New York City, surfing, cigars, rum, travel, and fishing. When not writing, he's pushing into some land or water.

1 Senate Finance tax bill section draft leaves out House HSA and HRA provisions

2 Senate lawmakers cut House retirement benefits in One Big Beautiful Bill: What’s in, what’s out

3 Nearly two-thirds of employers plan to reallocate benefits spending amid rising costs

4 Senate Finance tax bill drafters leave out direct primary care

5 JPMorgan gets 401(k) case dismissed, as courts reject more forfeiture lawsuits

Consulting
Consulting Top Consultants 2025
June 26, 2025 - New York

Consulting Magazine identifies consultants that have the biggest impact on their clients, firms and the profession.
More Information
Real Estate
GlobeSt. ELITE Women of Influence (WOI) 2025
July 21, 2025 - Denver

GlobeSt. Women of Influence Conference celebrates the women who drive the commercial real estate industry forward.
More Information
Real Estate
GlobeSt. Multifamily Fall 2025
October 15, 2025 - Los Angeles

Join the industry's top owners, investors, developers, brokers & financiers at THE MULTIFAMILY EVENT OF THE YEAR!
More Information

JPMorgan gets 401(k) case dismissed, as courts reject more forfeiture lawsuits

By Lynn Cavanaugh | June 17, 2025

The dismissal of JP Morgan Chase’s lawsuit, alleging misuse of forfeited funds in its 401(k) plan to offset employer contributions, aligns with other federal judges rejecting the misuse claim under ERISA.

JPMorgan gets 401(k) case dismissed, as courts reject more forfeiture lawsuits

$69M record-setting settlement in UnitedHealth’s 'poorly performing' 401(k) suit, finalized by judge

By Lynn Cavanaugh | June 16, 2025

A federal judge in Minneapolis has approved the huge settlement against the health insurer for depleting the retirement savings of 350,000 employees due to “poorly performing” target date funds.

$69M record-setting settlement in UnitedHealth’s 'poorly performing' 401(k) suit, finalized by judge

Retirement industry group asks IRS to include SECURE 2.0, forfeiture rules in new Guidance Plan

By Lynn Cavanaugh | June 13, 2025

The SPARK Institute submitted several recommendations regarding Saver’s Match and proper use of forfeited plan funds to be part of the upcoming 2025-2026 Priority Guidance Plan, in a letter sent to the Treasury and the IRS.

Retirement industry group asks IRS to include SECURE 2.0, forfeiture rules in new Guidance Plan

Advising on Annuities: The In-Plan Advantage for Your Clients link

Article

Instant Insights /

One last lifeline for states to pick up defense of the fiduciary rule

Nick Thornton

Trending Stories