PODCAST: Williams Mullen’s Benefits Companion - Why NAPA Matters for Plan Sponsors and Benefits Professionals
Key Advantages of Using REITs by Funds for Tax-Exempt Investors — The Tax Blueprint Podcast
Plan for Success: Navigating Pension De-Risking
Conversation with Former SEC Chief Economist Dr. Jessica Wachter on Investment Management Rulemaking at the Commission – PE Pathways Podcast
FTC and Florida Focus on Non-Competes, SCOTUS to Rule on Pension Withdrawal Liability - #WorkforceWednesday® - Employment Law This Week®
PODCAST: Williams Mullen's Benefits Companion - Forfeitures Under Fire
PODCAST: Williams Mullen's Benefits Companion - Navigating Fiduciary Responsibilities in a Tide-Turning ESG Era
PODCAST: Williams Mullen's Benefits Companion - Big Changes to Catch-Up Contributions in 2025
How ERISA Litigators Strengthen Plan Compliance and Risk Management: One-on-One with Jeb Gerth
Maximizing Financial Growth: Insights on HSAs and Smart Investment Strategies with Shaun Eddy
5 Key Takeaways | IRS Final RMD Rules & Proposed Regulations to Address SECURE 2.0 Act Issues
PODCAST: Williams Mullen's Benefits Companion - Tax Relief and Possible Retirement Plan Resources for Hurricane Victims
PODCAST: Williams Mullen's Benefits Companion - New IRS Guidance on SECURE 2.0 Act Student Loan Employer Contributions
PODCAST: Williams Mullen's Benefits Companion - ERISA Forfeiture Litigation
La Reforma Pensional en Colombia
PODCAST: Williams Mullen's Benefits Companion - Understanding Lifetime Income Products
Multiemployer Pension Plans in Mergers and Acquisitions — Troutman Pepper Podcast
PODCAST: Williams Mullen's Benefits Companion - Trends in Recordkeeper Consolidation and Due Diligence
Long-Term Part-Time Employee Eligibility Rules Now in Effect — Troutman Pepper Podcast
PODCAST: Williams Mullen's Benefits Companion - What the J&J Case Means for Plan Administrators
The Pension Schemes Bill continues to be considered by Committee in the House of Lords. Points of interest from the Minister of State (Baroness Sherlock) in debates on 22 January, 26 January and 3 February 2026 include the...more
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
Limited IRS guidance is here, but should your organization jump in or wait? JPMorgan Chase, BlackRock, and Charles Schwab have already announced they will match the federal government’s $1,000 seed contribution to Trump...more
Every plan sponsor committee has one. The loudest person in the room. The one with the strongest opinions. The one who “has experience” — usually from a prior employer, a cousin’s plan, or something they once read on...more
The IRS issued updated safe harbor explanations for the Section 402(f) rollover notice in Notice 2026-13, replacing Notice 2020-62. The guidance includes separate model notices for distributions from non-Roth accounts and...more
Irish employment law continued to evolve through 2025, with legislative movement across pay transparency, pensions, equality, and AI governance, alongside active adjudication before the Workplace Relations Commission (WRC)...more
The DOL recently announced the overhaul of its national enforcement projects for fiscal year 2026 (the “DOL Release”). The DOL will prioritize any cases related to cybersecurity, barriers to mental health and substance use...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
Check out our summary of significant Internal Revenue Service (IRS) guidance and relevant tax matters for January 13, 2026 – January 20, 2026....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
In a recent speech before the New York Stock Exchange on revitalizing the securities markets, SEC Chairman Paul Atkins remarked that over the past three decades the number of public companies listed on U.S. stock exchanges...more
Retirement plan sponsors should take note of new IRS safe harbor rollover notices. As a reminder, section 402(f) of the Internal Revenue Code requires retirement plan administrators to provide recipients of eligible...more
Welcome to your weekly update from the A&O Shearman Pensions team, covering all the latest legal and regulatory developments in the world of workplace pensions....more
On this episode of Williams Mullen’s Benefits Companion, host Brydon DeWitt is joined by Lisa Drake, Managing Director at SageView Advisory Group and President of the National Association of Plan Advisors (NAPA). Together,...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
The IRS recently issued Notice 2026-13 (the “IRS Notice”), modifying two safe harbor explanations that retirement plan sponsors may use for the purpose of providing required 402(f) notices to participants, beneficiaries, and...more
NLRB Division of Advice Recommends Dismissal of Expansive Charges The National Labor Relations Board (NLRB) Division of Advice (“Advice”) released a series of memos that recommended dismissal of charges that appear to have...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 latest development in relation to issues arising from the Virgin Media case is publication by the Financial Reporting Council (FRC) on 23 January 2026 of guidance for actuaries who are asked to confirm whether a...more
The retirement industry loves the phrase best practices. It sounds proactive, responsible, and professional. In reality, most “best practices” have very little to do with improving plan outcomes and everything to do with...more