ArticleFee Disclosures: Action NeededJuly 1st was the deadline for plan service providers to provide their 408(b)(2) fee disclosures to plan sponsors. United StatesEmployment and HRFisher Phillips LLP
ArticleHHS Secretary Azar's Renewal Declaration Extends COVID-19 Public Health Emergency Period Into 2021On October 2, 2020, U.S. Health and Human Services Secretary Alex Azar quietly announced that he has renewed the COVID-19 public health emergency declarationUnited StatesEmployment and HRWinston Taylor
ArticleInto The Breach Podcast - Episode 19: Something Old, Something New: An Interview With Rustin Paul, Chief Underwriting Officer, Concord Specialty RiskFounded 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 HRSeyfarth Shaw LLP
ArticleIRS Issues Guidance Regarding Qualified Retirement Plan DocumentsMany 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 HRGrant Thornton LLP
ArticleIRS Moves To Prohibit Lump Sum Windows For RetireesIt 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 HRLittler Mendelson
ArticleIRS Releases 2015 Pension Plan LimitsThe 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 HRLittler Mendelson
ArticleIRS To Permit State And Local Governmental Plans To Cover Charter School EmployeesThe 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 HRGrant Thornton LLP
ArticleNew Self-Correction Opportunities For Retirement Plan Loans And Other ErrorsToday 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 HRSmith Gambrell & Russell
ArticlePBGC (Slightly) Opens Door To Exceptions From Special Withdrawal Liability Rules For SFA Multiemployer Pension PlansAs 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 HRProskauer Rose LLP
ArticleReductions In Force? Beware Of Partial TerminationSponsors 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 HRSmith Gambrell & Russell
ArticleRegulation 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 HRJones Day
ArticleSenate Rejects Bills To Extend ACA Subsidies From Both PartiesThe 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 HRHall Benefits Law
ArticleSenate 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 HRMcDermott Will & Emery
ArticleSeventh Circuit: Agreement For Retiree Healthcare Benefits Survives Agreement's TerminationThe Seventh Circuit applied ordinary contract law interpretation principles and concluded that the agreement "unambiguously" provided the retirees with vested healthcare benefits. United StatesEmployment and HRProskauer Rose LLP
ArticleSixth Circuit Rejects Claim For Reinstatement Of Erroneous Benefit Payments To Ineligible RetireeIn 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 HRProskauer Rose LLP
ArticleThe Impact Of Trump's Tariffs On Individual 401(k) Retirement PlansRetirement 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 HRHall Benefits Law
ArticleThe Latest Executive Compensation, Employee Benefits & ERISA Litigation IssuesBaker 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 HRBaker Botts L.L.P.
ArticleThird Circuit Upholds Health Plan's Anti-Assignment ClauseThe Third Circuit recently held that anti-assignment clauses in ERISA-governed healthcare plans are enforceable as long as they are unambiguous.United StatesEmployment and HRProskauer Rose LLP
ArticleThis 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 HRGroom Law Group, Chartered