California Employment News: Employee Benefits 101
Employee Benefits and Executive Compensation Preparing for 2026 – Mandatory Roth and Optional Super Catch-Up Contributions — Troutman Pepper Locke Podcast
PODCAST: Williams Mullen's Benefits Companion - Private Markets, Public Plans: What Sponsors Need to Know
Conversation with Former SEC Chief Economist Dr. Jessica Wachter on Investment Management Rulemaking at the Commission – PE Pathways Podcast
PODCAST: Williams Mullen's Benefits Companion - Forfeitures Under Fire
5 Key Takeaways | IRS Final RMD Rules & Proposed Regulations to Address SECURE 2.0 Act Issues
PODCAST: Williams Mullen's Benefits Companion - New IRS Guidance on SECURE 2.0 Act Student Loan Employer Contributions
Long-Term Part-Time Employee Eligibility Rules Now in Effect — Troutman Pepper Podcast
What Can A Tax Attorney Do For You? A Podcast With Janathan Allen
PODCAST: Williams Mullen's Benefits Companion - Auto-Portability: A New Way to Keep Retirement Savings Growing
#WorkforceWednesday: SECURE Act 2.0 - What 401(k) Plan Sponsors Need to Know - Employment Law This Week®
PODCAST: Williams Mullen's Benefits Companion - Plan Administrators’ 2022 Year-End Checklist
PODCAST: Williams Mullen's Benefits Companion - Court Decisions Impacting Plan Sponsors and Fiduciaries
PODCAST: Williams Mullen's Benefits Companion - Helping Employers Address the Gender Gap in Retirement Savings
PODCAST: Williams Mullen's Benefits Companion - Millennials, Boomers and Retirement Planning
The Form 5500: What All Employers and Plan Administrators Need to Know and How to Avoid Costly Fines
PODCAST: Williams Mullen's Benefits Companion - Cryptocurrency in 401(k) Plans
PODCAST: Williams Mullen's Benefits Companion - What Constitutes Plan Assets Under ERISA?
2022 Resolutions: What Healthcare Practices Need To Tackle In the New Year
PODCAST: Williams Mullen's Benefits Companion - Cautionary Tales for Preapproved Plan Documents
One of the most common estate-planning mistakes has nothing to do with wills or trusts. It happens quietly through joint accounts and beneficiary designations that people set up years earlier and forget about....more
I f you’ve read Full Circle, you know this about me: I grew up with domineering parents. Judgment was currency in my house. Silence was survival. I learned early that withholding information—what I was doing, what I was...more
Every year brings incremental changes to retirement plans, but 2026 is different. This isn’t just about higher contribution limits. It’s about a fundamental shift in how catch-up contributions are taxed — one that will...more
On January 16, 2026, the U.S. Supreme Court granted certiorari in Anderson v. Intel Corp. Investment Policy Committee, No. 25-498 (U.S.), a case regarding what ERISA plaintiffs must allege at the pleading stage when they...more
For years, catch-up contributions were one of the few simple things left in the 401(k) world. If you were 50 or older, you could defer more. Payroll processed it. Providers administered it. Plan sponsors rarely thought about...more
The IRS recently issued updated “safe harbor” model disclosures that can be used by retirement plan administrators with distribution election packages that permit eligible rollover distributions....more
For years, plan providers survived on a simple premise: do solid work, keep clients happy, and the business will come. That world doesn’t exist anymore....more
Like Katherine Heigl’s character in the 2008 film “27 Dresses,” employers in 2026 may run into an equally-numbered—albeit less quirky—quandary this year: a potential for 27 pay periods. And just as Heigl’s character...more
If I walked into your office tomorrow and you handed me responsibility for your 401(k), I wouldn’t start by changing investments, firing vendors, or chasing the latest industry trend....more
On January 15, 2026, the Internal Revenue Service (IRS) issued Notice 2026-13, which revises the safe harbor explanations that may be used to satisfy the special tax notice requirement under Internal Revenue Code (Code) §...more
Most plan sponsors don’t wake up thinking, “Let’s mismanage the 401(k) today.” Yet bad outcomes happen all the time — excessive fees, underperforming investments, compliance failures, and, eventually, fiduciary exposure....more
The United States Supreme Court has agreed to hear an appeal from former Intel Corporation employees who are challenging dismissal of their breach of fiduciary duty claims brought under the Employee Retirement Income Security...more
There is no such thing as a perfect plan sponsor. Anyone who tells you otherwise is either selling something or has never actually worked inside a retirement plan....more
The idea of making alternative investments available to retirement plan participants has gained momentum in recent months, and the U.S. Supreme Court will weigh in on the topic later this year. ...more
Many employers issue paychecks biweekly, which results in 26 pay periods per year. This year, 2026 employers will encounter an adjustment where a biweekly pay schedule may result in 27 pay periods....more
Two recent National Advertising Division decisions involving competing 401(k) providers underscore that NAD’s expanding focus on financial services advertising is not limited to consumer-facing debt-relief claims. ...more
The January Benefits Monthly Minute digs into IRS updates aligning eligible rollover distribution notices with SECURE 2.0, a win for Meijer in a 401(k) forfeiture suit, and a reminder to update health plan Notice of Privacy...more
In this episode of California Employment News, Weintraub Tobin attorneys Chris Horsley and Ryan Abernethy break down employer obligations related to 401(k) retirement plans, CalSavers, and health benefits. In this episode,...more
There is no denying it: sponsors are tired. SECURE 2.0 arrived in waves, and many employers are overwhelmed by rules that seem half-finished, delayed, or constantly “to be determined.”...more
I have a complicated relationship with committees. This is not theoretical. This is earned. Once upon a time, I worked at a fakakta law firm that proudly announced it had an advertising committee. That sounds impressive until...more
What Are Trump Accounts? A Trump account is a type of individual retirement account (IRA) established for the exclusive benefit of a child and designated as a “Trump account” at inception. Created by the One Big...more
On January 13, 2026, the Department of Labor (the “DOL”) submitted to the White House Office of Management and Budget (“OMB”) proposed rules (the “Proposed Rules”) relating to the inclusion of alternative assets (such as...more
As the new year gets underway, the landscape for alternative investments in 401(k) plans is rapidly evolving. This is a key time for asset managers to evaluate opportunities and take appropriate steps to join in the growing...more
Spoiler alert. We are about to reveal the secret to learning what the U.S. Department of Labor’s Employee Benefits Security Administration (“EBSA”) will be focused on the next time it investigates your employee benefit...more
This morning, the White House Office of Management and Budget announced that it has received the proposed rule, “Fiduciary Duties in Selecting Investment Alternative[s]” (the “Proposal”). The Proposal responds to President...more