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The Archive — August 2026

August

  1. Andrew Halloran v. Unum Life Ins. Co. of America; IRS Issues New Guidance on Rollovers; DOL Proposes E-Delivery as Default Option for Employers; ERISA Long-Term Disability Denial Upheld: Eighth Circuit Affirms Unum Termination…
  2. Walberg, Mackenzie Seek Audit of Additional DOL Agencies Following Inspector General Findings; Restating Your 401(k)/Defined Contribution Plan for the Fourth Remedial Amendment Cycle; Clearing the Air: Tri-Agencies Issue…
  3. FAQs About Affordable Care Act and HIPAA Implementation, Part 74; Central States SE & SW Areas Health & Welfare Fund v. Alan McClain; Building a Better Summary Plan Description (SPD): Key Provisions Worth Adding; New Dependent…
  4. Trump Accounts Gain Market Momentum: Is Your Company Ready?; White House Issues Executive Order on Childhood Vaccine Recommendations; What Survives in ERISA Plan Arbitration Clauses After Circuit Court Consensus?; Inspector…
  5. IRS Proposes Updates to Single-Employer DB Plan Funding Rules; Unexpected GLP-1 Side Effect? Studies Show the Meds May Help People With Addictions; Ninth Circuit Holds ERISA Does Not Preempt Negligent Misrepresentation Claim by…
  6. IRS/Treasury Proposed Rule: Determination of Target Normal Cost and Funding Target for Single-Employer Defined Benefit Plans; Trump Accounts Rules Issued but Operational Challenges Remain; HHS Seeks Comment on the Categories Used…
  7. Guidance on Eligible Investments for Trump Accounts (Proposed Rule); Modernizing Compliance: DOL Proposes Safe Harbor for Electronic Group Health Plan Disclosures Under ERISA; Latest Pension Risk Transfer Ruling Finds for…
  8. Determination of Target Normal Cost and Funding Target for Single-Employer Defined Benefit Plans (Proposed Rule); Laurel Hill Mgmt. Servs., Inc. v. La-Z-Boy Inc.; Participant Complaints Are Actually Gifts; Guidance Issued on…
  9. Departments Publish Implementation Timeline for the Federal IDR Operations Final Rules; PBGC Backs FASB Proposal on Cash Balance Plan Discounting; Going Digital: DOL Proposes New, Additional E-Delivery Safe Harbor for Group…
  10. DOL Semiannual Regulatory Agenda; Ann Johnson v. Russell Investments Trust Company; Part of 3M ERISA Suit Survives After Judge Finds Fidelity Funds Fit as Benchmark; Illinois Introduces Workplace Protections for Menopause-Related…
  11. Lynnette Kaiser v. Alcoa USA Corp.; Attention ERISA Fiduciaries: New Decision Shows the Hidden Risks of Incomplete SPDs; What to Know About GLP-1 Demand, Expense and Alternatives; En Banc Fifth Circuit Rejects Key QPA Rules in…
  12. CMS Statement on Texas Medical Association v. HHS (TMA III); City of Tacoma v. Western Metal Industry Pension Fund; Treasury, IRS Suggest Rules for Quicker Electronic Rollovers; Expanded Electronic Delivery Proposed for Group…
  13. Notice 2026-49: IRS Proposes Simplified Rollover Procedures and Sample Forms; Cha-Ching for Kids: IRS Guidance on Trump Account Employer Contributions; DentaQuest Breach Exposes Data of 15M People, a Record This Year; Fourth…
  14. Richard Kelly v. Altria Client Services, LLC; IRS Proposes Rules for Employer Contributions to Trump Accounts; PBM Settlement Orders Part 2: What Plan Sponsors Should Watch Next; Class Certification in ERISA Litigation: Not so…
  15. Employer Contributions to Trump Accounts and Nondiscrimination Rules for Dependent Care Assistance Programs (Proposed Rule); Treasury Department, IRS Propose Guidance on Trump Accounts; CMS Announces Updates Regarding IDR…
  16. Notice 2026-48: Treasury and IRS Announce Intent to Propose Saver's Match Regulations; Medicare Part D Demonstration Program Will End on 12/31/26; San Francisco Lowers Tenure Requirement for Supplemental Compensation Under Paid…
  17. Teamsters Local 639-Employers Health Trust Fund v. Couplin; PBGC Issues Proposed Rule Regarding Penalties for Late Defined Benefit Plan Notices and Filings; Leaving Snail Mail Behind: The DOL’s Proposed Electronic Disclosure…
  18. Announcement 2026-15: Cycle 4 Opinion Letters Coming August 31 for Defined Contribution Pre-Approved Plans; Department of Labor Proposes Electronic Delivery Safe Harbor for Group Health Plan Disclosures; Notice 2026-28: Guidance…
  19. Can an ERISA 403(b) Plan Eliminate Hardship Distributions?; OCR Announces Notable HIPAA Enforcement Actions Against Self-Funded Group Health Plans Following Ransomware Breaches; Executive Compensation Planning: A Practical Guide…
  20. DOL Field Assistance Bulletin No. 2026-01—Practical Takeaways for ERISA Plan Sponsors and Other Fiduciaries; Client-Centric or Firm-Centric?; Genworth Decision Raises New Obstacles to Class Certification in ERISA 401(k) Fiduciary…
  21. Vanguard Proposes 401(k) Match Formulas With More Nonelective Contributions; DOL Seeks to Bring Group Health Plan Communications Into the Digital Age; New York Employers Face New Restrictions on Severance, Tuition Repayment, and…

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