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38 documents · 0.06sAllIRCERISAPBGCJoint Board
  1. Court of Appeals for the Eleventh Circuit — Ann Johnson v. Russell Investments Trust Company
    ERISACourt RulingsAug 17, 2026★ strong match
    …s Court of Appeals For the Eleventh Circuit ____________________ No. 25 -10692 ____________________ ANN JOHNSON, as the representative of a class of similarly situated persons, and on behalf of Royal Caribbean Cruises Ltd Retirement Savings Plan, Plainti - Appellant, versus RUSSELL INVESTMENT MANAGEMENT, LLC, RUSSELL I…
  2. 85 FR 59132 — Pension Benefit Statements-Lifetime Income Illustrations
    ERISAFinal Rules (FR)Sep 18, 2020related by meaning
    , in lieu of a fixed nominal annuitized income stream, the final rule should require an illustration of monthly payments that increase with inflation. (f) Immediate Versus Deferred Annuities
  3. 81 FR 47534 — Proposed Revision of Annual Information Return/Reports
    ERISAProposed Rules (FR)Proposed Jul 21, 2016★ strong match
    e accounts ☐ Variable annuities. If you check this box, indicate whether the variable annuity contact has any of the following (check all that apply): (i) Types of subaccounts: ☐ Domestic Stock/Equity ☐ Bond/income ☐ Balanced/target allocation ☐ Money Market ☐ Target date/Lifecycle ☐ International/Global Stock/Equity ☐…
  4. 78 FR 26727 — Pension Benefit Statements
    ERISAProposed Rules (FR)Proposed May 8, 2013★ strong match
    …statements or similar documents showing how plans or insurance companies currently disclose in-plan annuity unit prices and monthly payment guarantees. Finally, given the wide array of ERISA plans and investment products, the Department also is soliciting comments on whether there are any foreseeable product-specific p…
  5. 81 FR 21147 — Amendment to and Partial Revocation of Prohibited Transaction Exemption (PTE) 84-24 for Certain Transactions Involving Insurance Agents and Brokers, Pension Co…
    ERISAFinal Rules (FR)Apr 8, 2016related by meaning
    value from the insurance company, it can take several years for an investment in an indexed annuity to `break even.' [21] The SEC staff further noted: It is important to note that indexed annuity contracts commonly allow the insurance company to change the participation rate, cap, and/or margin/spread/asset or administ…
  6. DOL Office of Administrative Law Judges — UNITED STATES DEPARTMENT OF LABOR, PENSION AND WELFARE BENEFITS ADMINISTRATION v. CURRENT DEVELOPMENT CORPORATION
    ERISACourt RulingsFeb 22, 2000★ strong match
    y had discovered some errors in it, following which she made several requests for the information. (T 154) She sent letters periodically over a period through 1995, when she made her final request. (T 155) She did not receive any other responses. (T 156) Ms. Palaoro had served in several positions with both George and …
  7. 81 FR 21002 — Best Interest Contract Exemption
    ERISAFinal Rules (FR)Apr 8, 2016related by meaning
    …2006), as amended elsewhere in this issue of the Federal Register . Back to Citation 26.  “Variable Annuities: Beyond the Hard Sell,” available at http://www.finra.org/​sites/​default/​files/​InvestorDocument/​p125846.pdf. FINRA also has special suitability rules for certain investment products, including variable annu…
  8. 82 FR 7336 — Proposed Best Interest Contract Exemption for Insurance Intermediaries
    ERISAProposed Rules (FR)Proposed Jan 19, 2017related by meaning
    tailed information about the client to determine if the fixed annuity purchase complies with the suitability standards under state insurance law ( see 2010 NAIC Suitability in Annuity Transactions Model Regulation, which applicants state has been adopted by most state insurance regulators). In order to assist the insur…
  9. 90 FR 28007 — Selection of Annuity Providers-Safe Harbor for Individual Account Plans
    ERISAFinal Rules (FR)Jul 1, 2025related by meaning
    Document Headings Document headings vary by document type but may contain the following: the agency or agencies that issued and signed a document the number of the CFR title and the number of each part the document amends, proposes to amend, or is directly related to the agency docket number / agency internal file numb…
  10. 82 FR 47409 — Claims Procedure for Plans Providing Disability Benefits; Extension of Applicability Date
    ERISAProposed Rules (FR)Proposed Oct 12, 2017
    …data, to ensure its usability, the providers of such data are encouraged to discuss its source(s), manner of collection, and any methodology used to analyze it and derive conclusions from it. The Department requests that commenters fully disclose any bias(es) associated with the data and provide honest evaluations of i…
  11. 89 FR 32122 — Retirement Security Rule: Definition of an Investment Advice Fiduciary
    ERISAFinal Rules (FR)Apr 25, 2024related by meaning
    ities. Back to Citation 607.  Coryanne Hicks & Phillip Moeller, 17 Things You Need to Know About Annuities, U.S. News and World Report, (May 3, 2021), https://money.usnews.com/​investing/​investing-101/​articles/​things-you-need-to-know-now-about-annuities. Back to Citation 608.  John Hilton, Kings of the Hill: Indexed…
  12. 29 C.F.R. § 2550.401c-1(j) — Definition of “plan assets”—insurance company general accounts.
    ERISARegulationsAug 12, 2025
    …h (d) relating to separate account disclosures are applicable on July 5, 2000. (j)(3) (3) The first annual disclosure required under paragraph (c)(4) of this section shall be provided to each plan not later than 18 months following January 5, 2000. (j)(4) (4) Paragraph (f), relating to insurer-initiated amendments, is …
  13. DOL Office of Administrative Law Judges — USDOL, EBSA v. SCHNEIDERMAN'S FURNITURE, INC.
    ERISACourt RulingsMar 23, 2001
    …r Searches DMS Search Case Status DOL Home > OALJ > ERISA > PWBA v. Schneiderman's Furniture, Inc., 2000-RIS-40 (ALJ Mar. 23, 2001) USDOL/OALJ Reporter PWBA v. Schneiderman's Furniture, Inc., 2000-RIS-40 (ALJ Mar. 23, 2001) U.S. Department of Labor Office of Administrative Law Judges 800 K Street, NW, Suite 400-N Washi…
  14. 81 FR 92316 — Claims Procedure for Plans Providing Disability Benefits
    ERISAFinal Rules (FR)Dec 19, 2016
    and updated the Section 503 Regulation in 2000 by improving and strengthening the minimum requirements for employee benefit plan claims procedures.[2] As revised in 2000, the Section 503 Regulation provided new time frames and enhanced requirements for notices and disclosure with respect to decisions at both the initia…
  15. 29 C.F.R. § 2520.105-3(e) — Lifetime income disclosure for individual account plans.
    ERISARegulationsSep 18, 2021related by meaning
    (e) (e) Special rules for in-plan annuities (e)(1) (1) Plans that offer distribution annuities. (e)(1)(i) (i) If the plan offers single life and qualified joint and survivor annuities as distribution options pursuant to a contract with an issuer licensed under applicable state insurance law, the plan administrator may,…
  16. 81 FR 59581 — Savings Arrangements Established by State Political Subdivisions for Non-Governmental Employees
    ERISAProposed Rules (FR)Proposed Aug 30, 2016
    … followed Wyoming and Vermont as the third smallest state. Wyoming was the least populated state in 2000 and 2010. A number of counties and cities that were more populated than Wyoming in 2000 became less populated than Wyoming in 2010. For example, to name a few, Delaware County in Pennsylvania, New Castle County in D…
  17. 81 FR 43430 — Department of Labor Federal Civil Penalties Inflation Adjustment Act Catch-Up Adjustments
    ERISAFinal Rules (FR)Jul 1, 2016
    arl Levin, Chairman, Subcommittee on Oversight of Government Management, from Ann McLaughlin, Secretary of Labor, (Feb. 22, 1988). Back to Citation 5.  Although the statute and regulation refer to the amount assessed as “liquidated damages” it is appropriate to treat the amount as a civil money penalty for purposes of …
  18. 29 C.F.R. § 2510.3-40(e) — Plans Established or Maintained Under or Pursuant to Collective Bargaining Agreements Under Section 3(40)(A) of ERISA.
    ERISARegulationsJan 1, 2017
    2000, the employers contribute $2 per hour to the Fund for every hour that a covered employee works under the agreement. The covered employees are automatically entitled to health and disability coverage from the Fund for every calendar quarter the employees have 300 hours of additional covered service in the preceding…
  19. 87 FR 73822 — Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights
    ERISAFinal Rules (FR)Dec 1, 2022
    … knowledge, global mindset, military experience, and language skills. Back to Citation 217.  Sylvia Ann Hewlett, Melinda Marshall, Laura Sherbin, and Tara Gonsalves, “Innovation, Diversity, and Market Growth,” Center for Talent Innovation (2013),
  20. DOL Office of Administrative Law Judges — United States Department of Labor, Pension and Welfare Benefits Administration
    ERISACourt RulingsJun 9, 2000
    …earch Case Status DOL Home > OALJ > ERISA > USDOL, PWBA v. USAirways, Inc., 1993-RIS-4 (ALJ June 9, 2000) USDOL/OALJ Reporter USDOL, PWBA v. USAirways, Inc., 1993-RIS-4 (ALJ June 9, 2000) U.S. Department of Labor Office of Administrative Law Judges 800 K Street, NW, Suite 400-N Washington, DC 20001-8002 Date Issued: Ju…