Fidelity Convertible Securities Fund
Location
Massachusetts
Founded
Risk Signals
1398 news mentions monitored
Industry Context
This company is tracked across risk categories, including those related to its sector (e.g., Management Investment Offices, Open-End), including supply chain integrity, ESG practices, labor disputes, and regulatory compliance.
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Recent Articles about Fidelity Convertible Securities Fund
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2025-04-24 (currentfederaltaxdevelopments.com)
Navigating ERISA Prohibited Transaction Claims: A Deep Dive into Cunningham v. Cornell University — Current Federal Tax Developments
As CPAs in tax practice, while our primary focus may not always be on the Employee Retirement Income Security Act of 1974 (ERISA), understanding its intricacies, particularly concerning retirement plans, is crucial as plans covered by ERISA are often part of tax planning for our business clients. The recent Supreme Court decision in Cunningham et al. v. Cornell University et al., No. 23–1007, decided April 17, 2025, provides significant clarification on the pleading requirements for prohibited transaction claims under ERISA § 1106(a)(1)(C). This article will dissect the facts, the petitioners' arguments, the Court's legal analysis, its application to the case, and the resulting conclusions, offering insights relevant to our practice.
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2021-04-01 (pionline.com)
Court hands Fidelity victory in Shell Oil ERISA suit | Pensions & Investments
A federal court rejected a claim by participants in Shell Oil Co.'s 401(k) plan that Fidelity's role as a record keeper made it a fiduciary.
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