More Employers Offer Their Own Retirement Plans in Wake of State Auto-IRA Mandates
Research shows state mandate laws for individual retirement accounts access have led to businesses being more likely to offer their...
Compliance
Nurses Left Out of DOE’s Higher Loan Limits for Professional Degrees
Student debt could be impacted by the DOE’s proposed restriction of higher federal graduate student loan limits to just 11...
Charles Schwab to Match Federal Contributions to Employees’ Children’s Trump Accounts
A U.S. Treasury pilot program pledges $1,000 to eligible children born in the U.S. between 2025 and 2028.
Trump Signs $900B Defense Bill Limiting Investments in Chinese Tech
The 2026 National Defense Authorization Act restricts US investors from investing in China’s military and strategic sectors.
Senate Approves Michael Selig to Head CFTC
The new Commodity Futures Trading Commission chair was confirmed as lawmakers consider expanding the commission’s authority over cryptocurrencies.
Preparing for 2026 ERISA Plan Compliance
A calendar to help plan fiduciaries track important due dates for their retirement plans, given annual updates and changes.
IRS Issues Covered Compensation Tables for 2026 Plan Year
The documents contain information on the permitted disparities in employer-provided contributions or benefits.
SEC Issues Risk Alert on Investment Advisers’ Compliance With Marketing Rule
The agency’s notice focused on issues concerning the provisions related to testimonials, endorsements and third-party ratings.
New House Bill Revives Push for Automatic Retirement Accounts for Uncovered Workers
The proposed legislation mandates that employers with at least 10 employees, who do not currently offer a retirement plan, must...
Recordkeepers Prepare for 2026’s ‘Roth-Only’ Catch-Up
While plan sponsors and payroll providers will likely take the first steps, recordkeepers face growing complexity as the new requirements...
2025 Employee Benefits Reporting Forms Unveiled by Federal Agencies
New requirements impact discontinued multiemployer pension plans, variable annuity formula plans, and PBGC-covered single-employer plans that have been terminated.
White House Executive Order Accuses Major Proxy Advisers of ‘Political Agendas’
President Donald Trump specifically criticized Institutional Shareholder Services and Glass Lewis and directed the SEC and DOL to potentially revise...
IRS Posts Rules for HSAs in ACA Bronze, Catastrophic Plans
New tax benefits include the ability to use health savings account funds tax-free for periodic direct primary care fees.
DOL Weighs Amicus Brief in Lockheed Martin PRT Case
Lockheed Martin is likely to get the Department of Labor’s support in regards to the legality of a pension risk...
House Passes INVEST Act, Brings CITs One Step Closer to 403(b) Plans
The Senate will next vote on the INVEST Act, which includes new safeguards for senior investors and a broadening of...
Senate Committee Debates Social Security Funding Proposal
The Senate HELP Committee also looked at proposals over ESG-oriented investing and early career savings.
Pontera, Fidelity Fight Over Third-Party Access to Plan Data
The fintech company argues that the nation’s largest recordkeeper is overreaching by restricting third-party access to accounts.
401(k) Forfeiture Case Against Northrup Grumman Dismissed
A federal judge ruled that the company did not breach its fiduciary duties by using 401(k) plan forfeitures to offset...
J&J Employee Benefits Case Dismissed for Second Time
A federal judge ruled that allegations of Johnson & Johnson’s mismanagement of employee health plans’ prescription drug benefits remained too...
Roth Rollovers Expansion Bill Reintroduced in Congress
The House and Senate bills would help workers consolidate retirement savings by allowing rollovers from Roth IRAs into employer-sponsored Roth...