In this episode, Richard is joined by Alan Wilmit, serving as co-host, as they welcome Ada Dolph, a Partner in Seyfarth’s ERISA Litigation group, to unpack the complexities of pension risk transfers (PRTs). Ada explains what PRTs are, how they’re used to manage pension liabilities, and why they’re drawing increased scrutiny. The conversation covers recent litigation trends, the impact of the Supreme Court’s Thole decision, and the evolving focus on Article III standing. Grab your coffee and tune in for practical insights on what fiduciaries need to know as PRT-related class actions continue to emerge.
Read the full transcript of this episode here: https://www.seyfarth.com/dir_docs/podcast_transcripts/CoffeeTalkWithBenefits_Episode21.pdf
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In this episode, Richard is joined by Alan Wilmit, serving as co-host, as they welcome Ada Dolph, a Partner in Seyfarth’s ERISA Litigation group, to unpack the complexities of pension risk transfers (PRTs). Ada explains what PRTs are, how they’re used to manage pension liabilities, and why they’re drawing increased scrutiny. The conversation covers recent litigation trends, the impact of the Supreme Court’s Thole decision, and the evolving focus on Article III standing. Grab your coffee and tune in for practical insights on what fiduciaries need to know as PRT-related class actions continue to emerge.
Read the full transcript of this episode here: https://www.seyfarth.com/dir_docs/podcast_transcripts/CoffeeTalkWithBenefits_Episode21.pdf
Episode 7: Sham Terminations - Gone But Not Forgotten
Coffee Talk with Benefits
14 minutes 49 seconds
3 years ago
Episode 7: Sham Terminations - Gone But Not Forgotten
Termination of employment is a distribution event under many retirement plans, and particularly under individual account defined contribution plans. But what does it mean to terminate employment? Is there such a thing as a “sham” termination? It’s an important question for plans sponsors to consider before distributing a retirement benefit following the plan participant’s departure, as a distribution attributable to a termination that is not bona fide could be considered a plan disqualification defect, putting the plan’s tax-qualified status at risk. So how does a plan sponsor determine whether there was a “termination of employment” that constitutes a true distribution event? Does the possibility of being rehired put a distribution made on account of a prior termination of employment from that employer at risk? Grab your cup of coffee and tune in to hear Richard and Sarah chat with Seyfarth Partner Christina Cerasale about these pressing questions and more!
Coffee Talk with Benefits
In this episode, Richard is joined by Alan Wilmit, serving as co-host, as they welcome Ada Dolph, a Partner in Seyfarth’s ERISA Litigation group, to unpack the complexities of pension risk transfers (PRTs). Ada explains what PRTs are, how they’re used to manage pension liabilities, and why they’re drawing increased scrutiny. The conversation covers recent litigation trends, the impact of the Supreme Court’s Thole decision, and the evolving focus on Article III standing. Grab your coffee and tune in for practical insights on what fiduciaries need to know as PRT-related class actions continue to emerge.
Read the full transcript of this episode here: https://www.seyfarth.com/dir_docs/podcast_transcripts/CoffeeTalkWithBenefits_Episode21.pdf
