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.
Compliance January 15th, 2026 Bill to Restrict ESG Investment in 401(k) Accounts Passes House The House of Representative’s bill aims to make it harder for fiduciaries to consider environmental, social and governance factors when...
Compliance January 12th, 2026 Verizon’s PRT Case Dismissed in New York The lawsuit against Verizon for terminating two defined benefit pension plans comes to an end as similar cases become less...
Compliance January 9th, 2026 JPMorgan Backed by DOL in 401(k) Forfeiture Suit In its amicus brief, the Department of Labor said the retirement plan documents allowed for the use of forfeited contributions...
Compliance January 9th, 2026 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.
Compliance January 8th, 2026 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 January 6th, 2026 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...
Compliance January 6th, 2026 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...
Compliance January 5th, 2026 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.
Compliance December 12th, 2025 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...
Compliance December 8th, 2025 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...
Compliance December 5th, 2025 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...
Compliance December 4th, 2025 Plaintiffs Drop Appeal of Home Depot ERISA Case A district court judge ruled that The Home Depot did not breach its fiduciary duties in its use of retirement...
Compliance December 3rd, 2025 ERISA Lawsuits Spark Partisan House Committee Debate House Republicans’ remarks on ‘predatory’ prohibited transaction claims came shortly after SEC Chairman Paul Atkins pushed for deregulation at the...