Current Events

State retirement plan initiatives – update July 2017

July 10, 2017

We have been following initiatives by several states, including California, Connecticut, Illinois, Maryland and Oregon, to implement mandatory, private employer payroll deduction auto-IRA programs. In this article we review developments since May, 2017, Congressional action repealing the Obama Administration’s regulatory “path forward” for these programs. Read More

DOL fiduciary rule update – July 2017

July 02, 2017

In this article we review recent developments with respect to the Department of Labor’s fiduciary rule, including DOL’s RFI, recent testimony by DOL Secretary Acosta, and comments by Securities and Exchange Commission Chairman Clayton regarding the rule. Read More

Sponsor financial condition not an Early Warning Program trigger for PBGC

June 26, 2017

In this article we briefly review the 2016 and 2017 changes to PBGC’s Early Warning Program. But first, to put the issue in context, we review Obama and Trump Administration PBGC policy more generally. Read More

Current outlook June 2017

June 19, 2017

With the Department of Labor’s fiduciary rule becoming “applicable” on June 9, 2017, in this current outlook we review the way in which it will apply during 2017, consider its significance for plan sponsors, and briefly review Congressional repeal proposals. Read More

Court dismisses fee complaint in White v. Chevron a second time

June 12, 2017

On May 31, 2017, the United States District Court for the Northern District of California dismissed, for the second time, plaintiffs’ complaint in White v. Chevron. We discussed the court’s 2016 decision in our article District Court dismisses Chevron fee complaint, rejects plaintiffs’ attack on use of retail share classes. In the 2016 decision, the court dismissed plaintiffs’ complaint for failure to state a claim but gave them leave to amend, and this 2017 decision is on plaintiffs’ amended complaint. Read More

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