Compliance June 12th, 2026 Guiding Plans Through Private Market Decisions Fees remain a concern with alternative assets, but experts say even modest gains could compound meaningfully over a worker’s career.
Compliance June 12th, 2026 Cherry-Picking Exec Pleads Guilty to Obstruction Western Asset Management Co's former co-CIO admits lying to the SEC.
Compliance June 11th, 2026 Employer Groups Seek Class Certification Reversal in Tobacco-Use Surcharge Case The ruling from the 8th Circuit Court of Appeals could impact a growing wave of ERISA litigation targeting employer wellness...
Compliance June 10th, 2026 Reading 45,000 Comments on DOL 401(k) Investment Selection Rule There is a sharp divide about how far plan fiduciaries should be allowed to go when considering alternative investments.
Compliance June 10th, 2026 House Hearing Scrutinizes Social Security Commissioner’s Agenda House Democrats raised questions over Commissioner Frank Bisignano’s claims that his agency is having its ‘best overall performance.’
Compliance June 9th, 2026 Social Security Trust Fund Faces Depletion in 2032 The current estimate says the agency will have enough revenue to pay 83% of benefits due at that time.
Compliance June 9th, 2026 $23M Settlement Ends MetLife’s Mortality Table Case Plaintiffs alleged that MetLife had given them fewer benefits after using actuarial tables dating back to the disco era.
Compliance June 8th, 2026 Appeals Court Stands by Class Certification Denial in 401(k) Case The U.S. 4th Circuit Court of Appeals will not rehear Trauernicht v. Genworth, which could impact plaintiffs’ chances for class...
Compliance June 5th, 2026 WAMCO Settles SEC Cherry-Picking Allegations for $100M Fine Former co-CIO Ken Leech was accused of cherry-picking, and the penalty will go to affected investors.
Compliance June 5th, 2026 Trump Accounts’ Launch Tops Treasury Priorities Broader access to retirement savings is taking a backseat to the children’s investment program, according to Secretary of the Treasury...
Compliance June 3rd, 2026 SEC Seeks Comments on 5-Year Strategic Plan The agency is prioritizing many of the topics Chair Paul Atkins has most focused on, such as reducing corporate disclosures...
Compliance June 3rd, 2026 Can DOL Steer Retirement Plan Industry into Safe Harbors? Industry experts discussed the Department of Labor’s shifting focus from litigation to issuing fiduciary processes during the 2026 PLANSPONSOR National...
Compliance June 3rd, 2026 IRS Raises Health Plan Thresholds, HSA Limits Effective in 2027, the contribution limit for health savings accounts will increase to $4,500 from $4,400.
Compliance June 2nd, 2026 Mariners Wealth Advisors Data Breach Affects Nearly 9,000 Customers The security incident from last November did not impact financial or investment accounts, according to the Maine state attorney general’s...
Compliance June 1st, 2026 EBSA Head Aronowitz Says DOL Ended ‘Fiduciary Rule Madness’ From a restored five-part fiduciary test to reducing ‘meritless’ litigation, the head of the Employee Benefits Security Administration defended his...
Compliance May 28th, 2026 DOL Presents 3 Oral Arguments Backing Employers in Forfeiture Cases Department of Labor attorneys requested that the appeals courts affirm previous decisions to dismiss claims of fiduciary breach under the...
Compliance May 27th, 2026 Business Groups Challenge ERISA Class Certification in Amicus Brief The U.S. Chamber of Commerce and the American Benefits Council claim there was insufficient ‘rigorous analysis’ to justify class certification...
Compliance May 22nd, 2026 House Education and Workforce Committee Advances 3 Bills The legislation is intended to prohibit PBM kickbacks, increase transparency in hospital billing and extend Form 5500 disclosure deadline.
Compliance May 22nd, 2026 Hospitals Sue CVS Health for $250M Pharmacy Scheme Multiple federal lawsuits accuse CVS Health of orchestrating a scheme to divert $250 million in federal reduced-price drug program savings.
Compliance May 21st, 2026 SCOTUS Upholds District Court Ruling in Withdrawal Liability Case The Supreme Court decided that a machinists’ union did not mishandle the calculation of employers’ unfunded vested balances.