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  • Article

    Fee Disclosures: Action Needed

    July 1st was the deadline for plan service providers to provide their 408(b)(2) fee disclosures to plan sponsors.
    United StatesEmployment and HR
    Fisher Phillips LLP
    Fisher Phillips LLP
  • Article

    HHS Secretary Azar's Renewal Declaration Extends COVID-19 Public Health Emergency Period Into 2021

    On October 2, 2020, U.S. Health and Human Services Secretary Alex Azar quietly announced that he has renewed the COVID-19 public health emergency declaration
    United StatesEmployment and HR
    Winston Taylor
    Winston Taylor
Article

How Do You Really Feel? DOL Talks ESG And Crypto

In keeping with their recent more vocal stance on fiduciary duties, the Department of Labor has weighed in on the wisdom of 401(k) plans including an ESG fund or a crypto investment option in its line-up.
United StatesEmployment and HR
Seyfarth Shaw LLP
Seyfarth Shaw LLP
  • Article

    Into The Breach Podcast - Episode 19: Something Old, Something New: An Interview With Rustin Paul, Chief Underwriting Officer, Concord Specialty Risk

    Founded by brothers Dave and Ken DeBerry, Concord Specialty Risk was the true pioneer in the RWI space and one of the original carriers offering the product.
    United StatesEmployment and HR
    Seyfarth Shaw LLP
    Seyfarth Shaw LLP
  • Article

    IRS Issues Guidance Regarding Qualified Retirement Plan Documents

    Many employers that sponsor a retirement plan, such as a Section 401(k) plan, rely on a bank, broker, insurance company or similar party to provide them with the legal document that sets forth...
    United StatesEmployment and HR
    Grant Thornton LLP
    Grant Thornton LLP
  • Article

    IRS Moves To Prohibit Lump Sum Windows For Retirees

    It is important to note that DB Plan sponsors can continue to provide lump sum windows for deferred vested participants not in pay status.
    United StatesEmployment and HR
    Littler Mendelson
    Littler Mendelson
  • Article

    IRS Releases 2015 Pension Plan Limits

    The Internal Revenue Service recently released a detailed list of pension plan and other retirement-related contribution and compensation limitations for tax year 2015.
    United StatesEmployment and HR
    Littler Mendelson
    Littler Mendelson
  • Article

    IRS To Permit State And Local Governmental Plans To Cover Charter School Employees

    The IRS has announced that it plans to propose regulations allowing state and local retirement systems to cover employees of a charter school within a governmental plan under Section 414(d).
    United StatesEmployment and HR
    Grant Thornton LLP
    Grant Thornton LLP
  • Article

    New Self-Correction Opportunities For Retirement Plan Loans And Other Errors

    Today the IRS issued an update to its retirement plan loan correction program that significantly expands the errors that can be corrected without filing with the IRS or paying a filing fee.
    United StatesEmployment and HR
    Smith Gambrell & Russell
    Smith Gambrell & Russell
  • Article

    PBGC (Slightly) Opens Door To Exceptions From Special Withdrawal Liability Rules For SFA Multiemployer Pension Plans

    As previously discussed, the Pension Benefit Guaranty Corporation (the "PBGC") issued final regulations in July 2022 for plans that receive special financial assistance ("SFA")...
    United StatesEmployment and HR
    Proskauer Rose LLP
    Proskauer Rose LLP
  • Article

    Reductions In Force? Beware Of Partial Termination

    Sponsors of qualified retirement plans that are experiencing layoffs, furloughs or other reductions in employee population as a result of the COVID-19 crisis may trigger a partial plan termination...
    United StatesEmployment and HR
    Smith Gambrell & Russell
    Smith Gambrell & Russell
  • Article

    Regulation Best Interest And ESG Investing: Confluence For The SEC Or Consternation Under ERISA?

    Compliance with new Regulation Best Interest ("Regulation BI") need not prevent environmental, social, and governance ("ESG") investing, but beware of new proposed restrictions for some.
    United StatesEmployment and HR
    Jones Day
    Jones Day
  • Article

    Senate Rejects Bills To Extend ACA Subsidies From Both Parties

    The U.S. Senate has failed to bring to a vote two bills that would have extended subsidies under the Affordable Care Act (ACA) beyond the end of the year.
    United StatesEmployment and HR
    Hall Benefits Law
    Hall Benefits Law
  • Article

    Senate Unanimously Approves Bill Modifying ERISA Section 4062(e)

    The United States Senate unanimously approved Senate Bill 2511, which would amend Section 4062(e) of the Employee Retirement Income Security Act of 1974.
    United StatesEmployment and HR
    McDermott Will & Emery
    McDermott Will & Emery
  • Article

    Seventh Circuit: Agreement For Retiree Healthcare Benefits Survives Agreement's Termination

    The Seventh Circuit applied ordinary contract law interpretation principles and concluded that the agreement "unambiguously" provided the retirees with vested healthcare benefits.
    United StatesEmployment and HR
    Proskauer Rose LLP
    Proskauer Rose LLP
  • Article

    Sixth Circuit Rejects Claim For Reinstatement Of Erroneous Benefit Payments To Ineligible Retiree

    In Adams v. General Motors Company (Case No. 12-2084), the Sixth Circuit rejected an ineligible retiree’s claim for reinstatement of erroneous benefit payments under her former employer’s pension plan.
    United StatesEmployment and HR
    Proskauer Rose LLP
    Proskauer Rose LLP
  • Article

    The Impact Of Trump's Tariffs On Individual 401(k) Retirement Plans

    Retirement plan trading activity was high in the first quarter of 2025 —even before Trump announced his new tariff policy—and has fluctuated significantly on a day-to-day basis since.
    United StatesEmployment and HR
    Hall Benefits Law
    Hall Benefits Law
  • Article

    The Latest Executive Compensation, Employee Benefits & ERISA Litigation Issues

    Baker Botts and ACC Houston hosted a half-day seminar on January 29, 2026, that featured timely discussions on AI, employment law, and what's ahead for the workplace.
    United StatesEmployment and HR
    Baker Botts L.L.P.
    Baker Botts L.L.P.
  • Article

    Third Circuit Upholds Health Plan's Anti-Assignment Clause

    The Third Circuit recently held that anti-assignment clauses in ERISA-governed healthcare plans are enforceable as long as they are unambiguous.
    United StatesEmployment and HR
    Proskauer Rose LLP
    Proskauer Rose LLP
  • Article

    This Week From The Hill (June 9 – 15, 2024)

    Each week while Congress is in session, our Policy team delivers a key update to highlight a topical benefits, health, or retirement news item from the Hill...
    United StatesEmployment and HR
    Groom Law Group, Chartered
    Groom Law Group, Chartered
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