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.
Compliance January 27th, 2026 Third DOL Amicus Brief Sides With Employers Once again, the DOL argues that choosing how to allocate forfeitures cannot constitute a fiduciary breach under the Employee Retirement...
Compliance January 27th, 2026 IRS Extends SECURE 2.0 Deadlines for IRAs by 1 Year The agency could add further extensions if it deems them necessary.
Compliance January 26th, 2026 RTX 401(k) Forfeiture Complaint Dismissed The dismissal continues a string of legal victories for employers.
Compliance January 26th, 2026 Federal Bill Would Waive Penalties for First-Time Home Buyers Tapping 401(k)s A Republican lawmaker is pushing forward with a retirement account withdrawal plan even after the president expressed skepticism.
Compliance January 23rd, 2026 Trump ‘Not a Huge Fan’ of Homebuyers Using 401(k), 529 Savings Without Penalties Retirement accounts were part of the debate about, but not included in, an executive order on housing affordability.
Compliance January 22nd, 2026 DOL Rule on Alternative Investments in DC Plans to Focus on Process The Department of Labor’s rule could be presented for public comment as soon as early February.
Compliance January 21st, 2026 Appropriations Committee Fiscal 2026 Bill Leaves EBSA Funding Untouched Despite previous proposed cuts, under the latest version, the agency would receive the same funding as last year.
Compliance January 21st, 2026 Supreme Court Hears Arguments to Determine How Multiemployer Plans Assess Withdrawal Liability As employers push for a hard year-end cutoff in withdrawal liability calculations, court justices questioned why actuarial assumptions should be...
Compliance January 20th, 2026 Another Court Sides With Employer in Forfeiture Case A federal judge dismissed a complaint against Amazon and stated it properly used forfeited funds.
Compliance January 16th, 2026 Supreme Court to Review Intel 401(k) Case The case could reshape how easily workers can sue employers under ERISA.