Trump Account Rules Open the Door to Donated Stock and Billion-Dollar Class Gifts; Wyden Bill Would Double Saver's Match to $2,000; CMS Cancels 760,000 Marketplace Enrollments and Freezes New ACA Broker Registrations; D.C. Cuts…
IRS to Inform Taxpayers About Saver's Match Eligibility; Insurers Say AI Could Add Billions in Health Costs. Billing Companies Disagree; Allegheny County Board of Health Unanimously Approves Paid Parental Leave Requirement…
PBGC Proposes to Codify Policy on Monetary Penalties; Seven Years of Disability Payments Don't Shift the Burden, a Minnesota Court Holds; Agency FAQs on Tobacco Surcharges May Not Slow Pace of Lawsuits; Paid Family and Sick Leave…
76M US Workers Lack Access to Workplace Retirement Plan, per EIG; CMS Freezes New ACA Broker Registrations and Cancels Unauthorized Enrollments; District of Columbia Bucks National Trend on Paid Leave, Rolls Back Benefits…
No Check, Please! New IRS Rollover Guidance for Retirement Plans Signals Changes May Be Coming; New Jersey Imposes Employer Medicaid Assessment; Benefits Portal Design Is Not a Fiduciary Act: Truist and Hartford Defeat $830,000…
CMS Pauses New Agent and Broker Registration for the Federal Exchanges Through February 1; U.S. Retirement Security Ranking Slides to 24th Globally; Five Bills, One Governance Framework: Enterprise Action Items for Health Care…
PBGC Adds Withdrawal Liability Examples to Its Merger FAQs for Rescued Plans; CFA Institute: Private Market Access Alone Does Not Improve DC Outcomes; Please Hold (For No Longer Than Fifteen Minutes): New Customer Service…
PBGC Pauses a Year-End Filing for Plans With Fewer Active Participants; Retirement Assets Reach $51.2 Trillion, a Third of Household Financial Assets; DOL's MHPAEA Playbook: New Enforcement Priorities and Self-Evaluation Tool…
The Retire Through Ownership Act Passes the House 401–14 and Heads to the President; Advisors Would Have Another Tool to Help Fraud Victims Under House-Passed Bill; Department of Labor Issues Guidance on Mental Health Parity…
Clarifying Deadlines for SECURE and SECURE 2.0 Required and Discretionary Plan Amendments; FLASHPOINT: Treasury on the Move – Releases Information on Saver's Match, Rollover Guidance, and Trump Accounts; Why It May Become Harder…
SEC Staff Maps Out Pooled Employer Plans’ Route to Exemptions; What Best Practices Are Recommended for Benefits Committee Fiduciaries?; Charter Must Face Fiduciary Claims Over $189.5 Million in 401(k) Forfeiture Offsets
Alternative Assets—DOL Proposal and the Six Defined Factors: Performance Benchmark; Mental Health Parity Guidance From DOL Lacks Specifics for Sponsors; Are You Prepared for New Paid Family and Medical Leave Tax Reporting…
2027 IRS Limits Forecast – August; DOL Announces New Enforcement Policy For Mental Health Parity Nonquantitative Treatment Limitation Requirements; Net Settlement of Shares for Tax Withholding Purposes; Plan Doctors Are Not…
Proposed Rules on Trump Accounts Address Employer Contributions and Eligible Investments; Upcoming Key Compliance Deadlines and Reminders for Fourth Quarter 2026; Blue Cross of Idaho Breached Its Duty of Loyalty by Sitting on a…
SEC Proposes Rescission of Political Contribution Rule for Investment Advisers; Benefits and Risks of AI Use: A Guide for ERISA Plan Fiduciaries; FAQ Guidance Issued on Nondiscrimination and Wellness Programs; Tobacco Surcharge…
Guiding Principles for EBSA's Enforcement of MHPAEA's NQTL Requirements; The IRS Issues Proposed Regulations on Trump Accounts and Dependent Care Assistance Programs; Guidance on IDR Gateway Accounts and New Batching Rules…
Considering Trump Account Contributions in 2027? What Employers Should Know; Worth the Wait: After 45 Years, Dependent Care Assistance Programs Finally Get Regulations; 22 Pension Funds Sue PBGC Over Special Financial Assistance…
IRS Proposes Regulations Denying Tax-Exempt Status to Private Schools That Discriminate Based on Race; What Role Can Employers Play in Facilitating Trump Accounts?; Tri-Agency Guidance Addresses Requirements for Tobacco Surcharge…
Record Savings Rates Drive DC Balances to New Highs in Q2; Employer Health Costs Expected to See Sharpest Increase in 20 Years: Survey; No Surprises Here! Fifth Circuit Rejects Government's Artificially-Deflated QPA Calculation…
Don't Call It a Comeback: PBGC Relaunches Opinion Letter Program; Navigating the Current Landscape of GLP-1 Coverage; Stable Value Funds: The Latest Wave of Class Action ERISA Litigation; What Employees Really Want From Their…
Liu v. Kaiser Permanente Employees Pension Plan for the Permanente Medical Group, Inc.; Been Wanting to Learn More About Trump Accounts?; Tobacco Surcharges: New Federal Guidance Gives Employers Some Relief, But Not a Free Pass…