However, retirement plan advisors showed growing concerns over the future of Social Security solvency.
Wednesday, July 29, 2026
№ 19Retirement Plans (5)·Health & Welfare (2)·Leave & Time Off (2)·Case Commentary (4)·Also Noteworthy (1)
Retirement Plans (5)
As plan assets grow and fraud risks evolve, it may be time to review your fidelity bond limit and scope of coverage.
As U.S. financial firms push toward embedding life annuities in 401(k) plans, it is useful to assess the risks, as well as the gains, associated with making annuitization the default distribution option.
insurance that protects your plan’s participants if someone who handles plan money steals or misuses those funds.
Portability Services Network’s Steve Holman separates fact from fiction by addressing five common misconceptions.
Health & Welfare (2)
From compliance notices and fiduciary responsibilities to unexpected operational challenges, asking “what if?” helps plan sponsors anticipate risks before they become costly problems.
The Departments of Health and Human Services, Labor, and the Treasury (Departments) recently released the Federal Independent Dispute Resolution (IDR) public use files (PUF) and supplemental tables for the third and fourth quarters of 2025.
Leave & Time Off (2)
Virginia Governor Abigail Spanberger recently signed into law paid sick leave (PSL) entitlements for nearly all employees working in the Commonwealth. The law will have a staggered effective date, with the earliest changes taking effect in mid-2027.
Local governments often lead on workplace issues like paid sick leave, discrimination, and pay equity.
Case Commentary (4)
The U.S. Supreme Court recently ruled that the Employee Retirement Income Security Act (ERISA) does not require multiemployer pension plans to use actuarial assumptions to calculate withdrawal liability adopted before a certain deadline.
Ajeti v. Life Insurance Company of North America, No. 26-3249, 2026 WL 2150163 (E.D. Pa. July 27, 2026), addresses whether ERISA governs, and preempts, state-law claims brought by foreign nationals seeking disability benefits under a plan established by their American employer.
Buying another business is exciting. It usually means your company is growing, adding new customers, entering a new market, or acquiring talented employees.
The groups are asking the Fourth Circuit to maintain a district judge’s verdict in Stana v. SAS Institute Inc.
Also Noteworthy (1)
Doing so may influence participant decision-making in ways that raise disclosure and accuracy concerns and, in certain cases, could be viewed as recommending action or inaction by participants.