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New rules require disclosures about fees under US tax-qualified retirement plans by both service providers to plans and plan sponsors.

During the course of the litigation, the plan recovered from the losses and returned to an overfunded status.

The Internal Revenue Service (IRS) has once again extended the temporary nondiscrimination relief for frozen defined benefit plans, now through 2020.

Multi-employer pension funds around the country continue to face mounting difficulties, as the recession in 2008 accelerated the financial freefall of many of the plans.

Groom principal and leader of the firm's tax practice Rosie Zaklad's comments explaining a new feature under SECURE 2.0...

Investment industry experts shared their thoughts regarding possible investment opportunities and discussed the current state of the markets in US high yield...

President Joe Biden focused on work-related initiatives in his third State of the Union speech. He proposed raising $500 billion over the next decade by establishing a minimum 25% income tax...

On July 24, 2013, the U.S. Court of Appeals for the First Circuit ruled in Sun Capital Partners III, LP v. New England Teamsters and Trucking Industry Pension Fund (No. 12-2312, 2013 WL 3814984) that a private equity investment fund was engaged in a "trade or business" under ERISA, and, therefore, could be part of a "controlled group" with one of its portfolio companies and potentially liable for its underfunded pension liabilities.

In a recent Law.com article, authors Michael Bongiorno, Timothy Perla, Erika Schutzman and Jessica Lewis discuss the Delaware Court of Chancery's decision in Central Laborers' Pension Fund v. Karp.

As we reported here, record-keepers for large 401(k) plans have thus far been successful in defending ERISA fiduciary-breach litigation over investment advice powered by Financial Engines.

As a reminder for Maryland employers, the State of Maryland launched the MarylandSaves program last year. The program is designed to encourage saving for retirement and provide a retirement savings...

Last Month, in Gateway Sch. Dist. V. Gateway Educ. Ass'n, 783 C.D. 2017 (Pa. Commw. Ct. Feb. 28, 2018), a Pennsylvania court affirmed an arbitration decision holding that a retired teacher ...

During a roughly four-hour hearing on September 24, SEC Chair Gary Gensler and the other four SEC commissioners testified before the House Financial Services Committee.

On June 10, 2025, the United States Court of Appeals for the Second Circuit held that the anti-alienation provision of ERISA (29 U.S.C. § 1056(d)(1)) preempts application of New York...

Taft partner Matthew Secrist will be a guest on Rust Belt Recruiting's podcast, "Rust Belt Rundown," which will air on June 9, 2022.

Over the last year, there has been an onslaught of state legislation enacting limits on gender-affirming care for minors. Access to gender-affirming care has become a flashpoint at the forefront of the culture wars...

alking to an employee about her retirement plans when considering the termination of her employment as discipline for a policy violation is...