News & Analysis as of

Benefit Plan Sponsors

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

The Fiduciary Duty Plan Sponsors Can’t Delegate

Many plan sponsors believe that once they hire a recordkeeper, TPA, or investment advisor, their fiduciary responsibilities are largely taken care of. While service providers certainly help manage the plan, there is one...more

Nelson Mullins Riley & Scarborough LLP

Evolving Fertility Benefits: Proposed Regulations and What They Mean for Employers

The Departments of Labor, Health and Human Services, and Treasury recently published proposed regulations aimed at expanding employer-provided access to fertility benefits. The Proposed Regulations implement President Donald...more

Groom Law Group, Chartered

The Clock Resets: IRA Amendment Deadline Extended to 12/31/27

IRA providers, like qualified plan sponsors, were required to update their IRA documents for SECURE Act 1.0/2.0 by December 31, 2026, pursuant to IRS Notice 2024-2. Thankfully, earlier this year IRS issued Notice 2026-9 to...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

When a Retirement Plan Audit Finds a Problem

For plan sponsors subject to annual retirement plan audits, the audit process can feel intimidating. Many sponsors worry that an audit will uncover problems that reflect poorly on their organization or create regulatory...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Payroll Providers 401(k) TPAs Are A Convenience Trap

I’ve been around this business long enough to know that not every opinion ages well. Some soften, some mature, and some just fade away as experience replaces instinct. I used to think rap music had nothing to offer. I was...more

Morgan Lewis

US Department of Labor ERISA Enforcement Spring 2026 Updates

Morgan Lewis on

This LawFlash discusses recent developments on the US Department of Labor’s activities regarding ERISA violations, including the department’s stated intent to depart from “regulation by enforcement” and updates to its...more

Bricker Graydon Wyatt LLP

Alternative Assets in 401(k) Plans: An ERISA Centered Perspective

The conversation around alternative assets in 401(k) plans is gaining momentum, driven by regulatory developments, product innovation, and a growing willingness among plan sponsors to consider broader investment options. To...more

Nelson Mullins Riley & Scarborough LLP

Outdated Assumptions, New Exposure: What Southern Company Means for Defined Benefit Plans

Following a wave of high‑profile settlements involving large defined benefit pension plans, including Raytheon (which settled for around $59 million) and CITGO (which settled for around $10 million), and as they await...more

Hogan Lovells

HL UK Pensions Law Digest 5 June 2026

Hogan Lovells on

A bite-sized summary of recent UK pension news Welcome to our latest update, in which we cover: Abolition of lifetime allowance (LTA): draft regulations Draft regulations making further amendments following the abolition...more

Blake, Cassels & Graydon LLP

Navigating Pension Governance and Compliance in 2026

Recent Canadian pension developments reflect increasing regulatory scrutiny, evolving transaction requirements and growing attention to technology-related governance risks for pension plans and capital accumulation plans...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Stop Selling What Plan Sponsors Don’t Need

My wife loves Le Creuset, which means, by extension, so do I. I’ve been to enough factory-to-table sales across the country to know one thing: for every cooking need, they’ll happily sell you three different versions of the...more

Husch Blackwell LLP

Required Retirement Plan Amendments & Pre-Approved Plan Restatements: Action Required by December 31

Husch Blackwell LLP on

Two critical deadlines are converging. Calendar year plans must adopt amendments reflecting the SECURE Act, CARES Act, and SECURE 2.0 by December 31, 2026 (with later deadlines for collectively bargained and governmental...more

Troutman Pepper Locke

Supreme Court Expands Flexibility for Multiemployer Plans in Setting Withdrawal Liability Assumptions

Troutman Pepper Locke on

“Prediction is easy — being right is hard.” The Supreme Court’s May 21, 2026, decision in the multiemployer withdrawal liability space affirmed this principle. In M & K Employee Solutions, LLC v. Trustees of the IAM National...more

Mayer Brown

Mayer Brown Submits Comment Letter on DOL Proposed Investment Selection Rule on Behalf of Coalition of Investment Managers and...

Mayer Brown on

Mayer Brown partners, Erin Cho and Rick Nowak, submitted a comment letter on behalf of the Coalition for Modern Retirement Solutions (“CMRS”) to the US Department of Labor’s Employee Benefits Security Administration ("EBSA")...more

Stinson LLP

Unlocking Alternative Assets for 401(k) Plans

Stinson LLP on

The DOL's Proposed Safe Harbor and What It Means for Asset Managers, Advisers, and Plan Sponsors - On March 30, 2026, the U.S. Department of Labor (DOL) released a proposed rule titled "Fiduciary Duties in Selecting...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Why Most Investment Lineups Are Just Noise

Walk into most 401(k) plans and you’ll see the same thing: a bloated investment lineup filled with options that all start to look the same after a while. Large cap blend A, large cap blend B, large cap blend C—different...more

Jackson Lewis P.C.

Oh, Baby! Fertility Benefits Remain a Focus for Employers and Regulators

Jackson Lewis P.C. on

The Departments of Labor, Treasury, and Health and Human Services (Departments) issued a proposed rule that could significantly reshape how employers offer fertility benefits. The proposal would give employers another pathway...more

Groom Law Group, Chartered

401(k) Plan Defendants Prevail on Forfeiture Claim at Bench Trial

A federal district court issued a mid-trial ruling in favor of the defendants regarding their use of forfeitures in Stephan v. Trader Joe’s Company, No. 1:25-cv-10212 (D. Mass.). The Stephan case is one of nearly 100...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Your Annual Plan Review Is Probably a Waste of Time

Every year, plan sponsors sit through the annual 401(k) review. There’s a deck. There are charts. Investment performance gets discussed. Fees get mentioned. Everyone nods, a few questions get asked, and then the meeting ends....more

Mayer Brown

Prohibited Transaction Claims After Cunningham v. Cornell: Have District Courts Responded to the Supreme Court’s Suggestions?

Mayer Brown on

Just over one year ago, the US Supreme Court addressed the pleading requirements for prohibited-transaction claims under ERISA, holding that a plaintiff need only allege the elements of a prohibited transaction in ERISA...more

BCLP

State Leave Laws & ERISA Preemption

BCLP on

Employers operating across multiple states increasingly face overlapping state and federal leave obligations. While the Family and Medical Leave Act (FMLA) establishes a federal baseline, a growing number of states have...more

McDermott Will & Schulte

IRS announces 2027 HSA, HDHP, excepted benefit HRA, DPCSA limits

The Internal Revenue Service (IRS) recently announced (see Revenue Procedure 2026-24) cost-of-living adjustments to the applicable dollar limits for health savings accounts (HSAs), high-deductible health plans (HDHPs), and...more

Bond Schoeneck & King PLLC

The Supreme Court Weighs In On Withdrawal Liability Assumptions: What Does It Mean For Employers?

On May 21, 2026, the United States Supreme Court decided its first withdrawal liability case in a very long time. This alert covers the dispute, what the Court said and how it affects employers with union workforces....more

Quarles & Brady LLP

ERISA Fiduciary Duties and Voluntary Benefits: New Litigation Trends

Quarles & Brady LLP on

ERISA’s fiduciary duties are not limited to retirement plans. Fiduciaries of employee welfare benefit plans—including employer-sponsored health and welfare plans that offer voluntary benefits such as accident, critical...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Why “No Complaints” From Employees Doesn’t Mean Your Plan Is Successful

One of the most common things plan sponsors say is, “We don’t get any complaints about our 401(k).” It sounds like a good thing. It’s not....more

4,034 Results
 / 
View per page
Page: of 162

"My best business intelligence, in one easy email…"

Your first step to building a free, personalized, morning email brief covering pertinent authors and topics on JD Supra:
*By using the service, you signify your acceptance of JD Supra's Privacy Policy.
- hide
- hide