Compliance March 6th, 2026 Arizona Judge Does Not Dismiss ERISA TDF Lawsuit Fiduciaries of the Discount Tire/America’s Tire Retirement Plan are accused to retaining a suite of target-date funds that lagged comparable...
Compliance March 5th, 2026 Cushman & Wakefield Sued for Not Protecting Workers’ 401(k) From Climate Risk The real estate giant allegedly ignored climate-related financial threats and kept an underperforming fund in its retirement plan.
Compliance February 23rd, 2026 Complaint Accuses Stifel of 401(k) Investment Mismanagement The plaintiffs contend that the financial services firm ignored and retained underperforming investments at the expense of plan participants.
Compliance February 20th, 2026 Liberty Mutual Settles 401(k) Excessive Fee Case for $13.4M The insurer maintains its retirement plan was managed prudently and in compliance with federal law.
Opinions February 20th, 2026 DC Plans Involved in 63% of 2025 ERISA Litigation Analysis by Encore Fiduciary breaks down which retirement plans and fiduciary allegations are getting outsized attention in ERISA court cases.
Compliance February 19th, 2026 Appeals Court: Multiemployer Pension Fund Cannot ‘Double Count’ Transferred Assets The Mar-Can Transportation Co. faced approximately $1.8 million in assessed liability after switching unions.
Compliance February 19th, 2026 Health Care System Settles Forfeiture Case for $42.7M More than $21 million currently held in Providence Health & Services’ forfeiture accounts will be distributed to plan participants.
Compliance February 17th, 2026 How Will Private Markets Exposure Impact Fiduciaries? Experts say the conversation about alternative investments in defined contributions plans has shifted from whether they can be used in...
Compliance February 12th, 2026 How Will Fee-Disclosure Rules Impact PBMs? The new federal reporting provisions for pharmacy benefit managers are more than a generic transparency mandate, according to Groom Law...
Compliance February 10th, 2026 District Court Allows 401(k) Forfeiture Case to Go to Trial The district judge denied a motion to dismiss claims that Illinois Tool Works and its plan fiduciaries had breached their...
Compliance February 10th, 2026 Bench Trial Ordered for Nationwide ERISA Case The complaint alleges that Nationwide’s 401(k) plan improperly included an affiliated stable value fund that gave company employees less favorable...
Compliance February 6th, 2026 Form 5500 Filing Simplification Act Introduced in House The legislation would extend the filing deadline by nearly three months and expand the current electronic filing process.
Compliance February 4th, 2026 ERISA Settlements Provided $68 per Plaintiff in 2025 Analysis of 401(k) settlements raises questions about who really benefits from ERISA litigation.
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 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 January 29th, 2026 Bloomberg Hit With 401(k) Mismanagement Complaint Plaintiffs accuse the company of allegedly maintaining funds that continuously underperformed decades.
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 26th, 2026 RTX 401(k) Forfeiture Complaint Dismissed The dismissal continues a string of legal victories for employers.
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...
In Practice January 16th, 2026 The Evolution of Quarterly Investment Committee Meetings The objective of these regular meetings has changed, and advisers are adapting.