Compliance February 6th, 2026 Form 5500 Filing Simplification Act Introduced in House The legislation would extend the filing deadline by nearly three months and expand the current electronic filing process.
Compliance February 6th, 2026 Congress Passes PBM Price Disclosure Measures The new law requiring pharmacy benefit managers to explain prescription drug costs could impact a key factor in retirement readiness.
Compliance February 4th, 2026 ERISA Settlements Provided $68 per Plaintiff in 2025 Analysis of 401(k) settlements raises questions about who really benefits from ERISA litigation.
Compliance February 4th, 2026 Ex-Wife Awarded Deceased Partner’s Retirement Plan Assets An appellate court ruling settled a lawsuit over whether a retired worker had properly changed his beneficiary.
Compliance February 3rd, 2026 Digital Asset Market Structure Bill Moves Forward Following Senate Committee Vote The legislation is likely to face Democratic opposition.
Compliance February 3rd, 2026 Industry Groups, Former DOL Officials Back Lockheed in PRT Dispute Former Department of Labor officials and industry groups filed briefs opposing the current DOL’s position in litigation over the pension...
Compliance February 3rd, 2026 EBSA Reclaimed $1.4B for Retirement Plans in Fiscal 2025 Nearly two-thirds of the bureau’s closed civil investigations produced monetary results last year.
Compliance February 2nd, 2026 DOL Proposes Rule for PBMs to Disclose Fees to Fiduciaries Fiduciaries overseeing self-insured employer health plans would receive these mandatory disclosures from pharmacy benefit managers.
Compliance February 2nd, 2026 DOL Backs Employers Again, Escalates Warning in Forfeiture Cases The Department of Labor’s fourth amicus brief sided with employers, saying the decision on how to use retirement plan forfeitures...
Compliance February 2nd, 2026 District Court Dismisses ERISA Complaint Against Bayada The home health care company was accused of investment choices, recordkeeping costs and advisory fees that harmed employees’ retirement accounts.
Compliance February 2nd, 2026 Market-Based Cash Balance Plans to Receive New Accounting Treatment Under a recommendation approved by FASB, benefits will be valued by setting the discount rate equal to the assumed interest...
Compliance January 30th, 2026 Would Kevin Warsh Be an ‘Independent’ Fed Chair? President Donald Trump’s nominee was ‘hawkish’ on inflation when he previously served as a Federal Reserve governor.
Compliance January 29th, 2026 Bloomberg Hit With 401(k) Mismanagement Complaint Plaintiffs accuse the company of allegedly maintaining funds that continuously underperformed decades.
Compliance January 29th, 2026 Smaller Companies Will Be Eligible for New Jersey’s Auto-IRA Program As of later this spring, the state will require companies with at least 10 employees to participate.
Compliance January 28th, 2026 A Half-Million Families Created Trump Accounts, per Bessent Several large employers pledged to make matching contributions ahead of the secretary of the treasury’s announcement.