Just when retirement plan sponsors thought disclosure rules couldn’t get any more convoluted, the Department of Labor has offered temporary relief on SECURE 2.0’s paper statement requirements.

Allianz Life study finds seven in 10 workers and retirees struggle with the psychological shift from saving to spending, as retirement risks make it difficult to confidently begin drawing down retirement accounts.

Seyfarth Synopsis : The Department of Labor (DOL) recently issued Technical Release 2026-02, which clarifies that neither Trump Accounts nor employer contributions to Trump Accounts are considered “employee pension benefit plans” under Section 3(2) of ERISA.

Jim Watkins’ recent article on fiduciary prudence protocols is one of the best practical guides I have seen for investment committees. It is written as a roadmap for plan sponsors who genuinely want to satisfy ERISA’s prudence requirements before selecting an investment.

EBSA's proposed rule, on public inspection today and scheduled for Federal Register publication July 23, would establish rules for electronic disclosure of required documents by ERISA group health plans. The 2020 e-delivery safe harbor covered only retirement plans; this 96-page proposal addresses the health and welfare side. The comment deadline will be set at publication.

Colorado employers face new compliance obligations under recently enacted laws addressing artificial intelligence-driven employment decisions, demographic workforce reporting, disability accommodations, wage-and-hour requirements, and Family and Medical Leave Insurance administration, with effective dates arriving through this summer.

New York City's final rules under the amended Earned Safe and Sick Time Act take effect July 23, formalizing the Protected Time Off label and folding in Local Law 145's additional authorized uses and immediately-available-hours requirement. Employers with New York City staff should have handbooks and accrual settings updated now.

If you’ve spent any time around startup equity, you’ve probably heard someone describe the standard 90-day post-termination exercise window as a “trap for the well-meaning employee”. That is a little dramatic, but not entirely wrong.

F.4th —-, 2026 WL 2084784 (7th Cir. July 20, 2026), a suit for ERISA benefits, the Seventh Circuit affirmed summary judgment for the University of Chicago, its two Section 403(b) retirement plans, and TIAA, the plans’ recordkeeper, holding that a power of attorney lacking express authority to waive spousal annuity rights could not effect the change.

Over the past several years I’ve worked as an investment expert with ERISA plaintiff law firms helping investigate and file more than 40 fixed annuity excessive fee and prohibited transaction lawsuits. Just Scratching the Surface.