Home Depot 401(k) Plan Lawsuit Ends 2 Days Before Supreme Court Review
Both sides in Jaime H. Pizarro et al. v. The Home Depot Inc. et al. requested the case be dismissed.
Compliance
Annuities Options Get Bipartisan Backing in House Hearing
Both sides of the aisle expressed interest in more choices for annuities in retirement plans, but only Democrats pushed for...
DOL Promises Safe Harbor for Private Investments in DC Plans
The Department of Labor will offer more legal briefs and ‘lead with compliance assistance,’ according to Deputy Secretary of Labor...
SEC’s Only Democratic Commissioner Leaves Agency
Caroline Crenshaw’s departure leaves the Securities and Exchange Commission with three Republican appointees, all of whom are known for deregulatory...
DOL Withdraws Support for Plaintiffs in Yale 403(b) Complaint
The Department of Labor pulled a 2023 amicus brief supporting Yale University employees that said their retirement plan had underperforming...
Latest ERISA Cases from Schlichter Bogard Address Voluntary Benefits
The complaints allege breaches of fiduciary duty related to the premiums charged for accident, critical illness, cancer and hospital indemnity...
Delta to Explore Settlement in ERISA Case Over Survivor Benefits
Plaintiffs agreed to participate in private mediation and stay a legal case that accuses the airline of spousal pension underpayment.
EBSA Broadens Compliance Program for ‘Delinquent’ Filers
Multiple employer welfare arrangements can now catch up on overdue filings without paying hefty penalties to the Department of Labor.
Expanded ABLE Account Eligibility Could Provide New Source of Retirement Income
Thanks to SECURE 2.0, people with disabilities acquired before age 46 can potentially take advantage of the savings account vehicles...
Congress Introduces Bill to Make PBMs Fiduciaries
If passed, the legislation would require pharmacy benefit managers to act in the best interests of employees who rely on...
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...
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...