Pension, Profit-sharing, Welfare, and Other Compensation Plans: ALI-ABA Course of Study Materials
American Law Institute-American Bar Association Committee on Continuing Professional Education, 2010 - Deferred compensation
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NOTABLE APPELLATE AND DISTRICT COURT CASES DECIDED SINCE
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3d Cir 9th Cir administrator’s alleged amendment amount apply attomey attomey-client privilege beneﬁciary beneﬁt plan breach of ﬁduciary Caremark cash balance plan certiﬁcation Circuit citing claim client company’s compensation conceming conﬂict of interest contributions corporate counsel court concluded court found court held court noted decision defendant’s defendants determined disability beneﬁts disclosure distribution district court eligible employer stock Enron ERISA ﬁduciary ERISA plan ERISA Section ESOP failure federal fees ﬁduciary breach ﬁduciary duty ﬁled ﬁling ﬁnancial ﬁnding ﬁrm ﬁrst fund investment issue liability litigation motion to dismiss ofﬁcers participant’s payment PBGC pension plan plaintiffs plan administrator plan assets plan document plan ﬁduciaries plan participants plan sponsor plan’s Proc QDRO qualiﬁed received Regulation retirement Roth IRA rule SIMPLE IRA speciﬁc spouse standard of review statute of limitations sufﬁcient summary judgment Supp termination traditional IRA trustee violation waiver