California Judge Orders More Details on Prohibited Transaction Allegations
The federal judge wants the plaintiffs in the ERISA case to spell out their factual case before discovery begins.
News
Could Greenland Annexation Threats Lead to US Treasurys Sell-Off?
If European demand for US Treasurys were to weaken, it could raise US borrowing costs and put pressure on the...
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.
NEPC Promotes Mikaylee O’Connor to Partner, DC Team Leader
The consultancy’s former principal and head of defined contribution solutions succeeds Bill Ryan, who departed on December 12.
Product & Service Launches – 1/8/2026
Advisors Capital, WealthFeed partner to offer advisers AI-powered lead generation; MassMutual Ascend launches optional income rider on fixed-index annuities; Vestwell...
What Should Fiduciaries Expect in Health Plan Service Fee Disclosures?
In this new series, experts answer questions regarding fiduciary duties for health benefits in retirement plans.
Busting 5 Myths About Private Market Investments
Former Assistant Secretary of Labor Lisa Gomez and Great Gray Trust Co.’s Jason Levy break down five misconceptions about utilizing...
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...
Fred Reish Joins Ferenczy Benefits Law Center
The Atlanta-based firm deals solely with employee benefits law.
Advisory M&A News – 1/7/2026
Mercer Global Advisors closes 2 acquisitions, adds $905M in client assets; Genesis Wealth adds 2 advisers with $650M in client...
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...
A New Year of Evolution for Alts in DC Plans
Industry experts say 2026 will be defined by policy momentum and plan sponsor caution over alternative assets in defined contribution...
Cerity Partners Merges With Austin Private Wealth
The registered investment adviser, based in Austin, Texas, will operate under Cerity’s name.
Crossmark’s Doll Projects ‘High-Risk Bull Market’ in 2026
The US will remain a resilient economic growth engine, but the downside of the growth is upward pressure on inflation,...
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...