Monthly Archives: October 2022

Your ERISA Watch – First Circuit Rules That Life Insurer Owed Fiduciary Duty to Make Timely Coverage Determination


Shields v. United of Omaha Life Ins. Co., No. 21-1290, __ F.3d __, 2022 WL 4864522 (1st Cir. Oct. 4, 2022) (Before Circuit Judges Barron, Selya, and Gelpí) n May of this year, Your ERISA Watch analyzed Skelton v. Radisson Hotel Bloomington, in which the Eighth Circuit discussed the system by which employers and insurers divide the duties of […]

Tip of the Week

The Simplified Employee Pension (SEP) Plan Option It may surprise financial planners to know that small businesses are predominant in the United States. Sadly, however, too many small businesses do not offer a retirement plan to their workforce. Surveys frequently show that the reason small businesses don’t offer plans is because retirement programs are expensive […]