May 09, 2022
A life insurance company didn't violate a fiduciary responsibility when it applied foreign tax credits to its own taxes, a Florida magistrate judge said Monday, tossing out a class action alleging those tax benefits belonged to retirement account beneficiaries.
January 14, 2022
A Florida federal judge certified a class of employee retirement plan administrators Friday in a suit accusing a life insurance company of improperly benefiting from $100 million in foreign tax credits and failing to pass along the funds.