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Even though we have the promise of a non-enforcement policy applying to the 2025 and 2026 deadlines of at least some provisions of the 2024 Final Regulations...

In the Mentor Blog today, Lynn Jokela writes about mandatory board retirement age policies at S&P 500 companies. Are such policies illegal in California?

In general, an employer is liable to a multiemployer pension plan for its portion of the plan's underfunding, if any, when the employer withdraws from the plan in a complete or partial withdrawal.

On December 18, 2025 the California Supreme Court provided an early Christmas present to California municipalities in a unanimous decision affirming that the issuance of pension obligation bonds...

Under Section 402(f) of the Internal Revenue Code, within a reasonable period of time before making an eligible rollover distribution from a qualified benefit plan to participants, plan administrators are required to provide the participants with a written explanation of any rollover options available with respect to the distribution and related information.

The ERISA Industry Committee, Cigna, and the National Labor Alliance of Health Care Coalitions recently sued the state of Minnesota over its new PBM regulation law.

On May 12, 2022, the "Employee and Retiree Access to Justice Act" was introduced in the House of Representatives by Mark DeSaulnier (D-CA). Senator Tina Smith (D-MN) introduced a companion bill...

A recent decision, Tussey v. ABB, Inc., 2012 WL 1113291 (W.D. Mo. 3/31/2012), has drawn much attention in the retirement plan community.

A federal district court in Michigan dismissed retirees' claims for lifetime, unalterable healthcare benefits from BorgWarner

The DOL issued a final rule amending the "investment duties" regulation (under 29 C.F.R. 2550.404a-1) to provide that fiduciaries of plans subject to the Employee Retirement Income Security Act of 1974.

On March 17, 2026, the U.S. Department of Labor (DOL) adopted a Final Rule defining who is a fiduciary under the Employee Retirement Income Security Act of 1974...

If even the U.S. Equal Employment Opportunity Commission (EEOC) and the courts cannot agree how far the Americans with Disabilities Act's (ADA) accommodation obligation extends, how is an employer supposed to do so?

The Eleventh Circuit Court of Appeals has adopted a unique position concerning the exhaustion of administrative remedies in Employee Retirement Income Security Act (ERISA) litigation.

On February 3, 2017, President Donald Trump ordered a review of the Department of Labor (the "DOL") Conflict of Interest Rule (the "Fiduciary Rule") scheduled to become effective April 10, 2017...

A recent Ninth Circuit decision, Becker v. Williams, 2015 WL 348872 (9th Cir. 2015), highlights the pitfalls of maintaining ambiguous plan rules governing beneficiary designations.

A federal district court in the Eastern District of Pennsylvania transferred an ERISA lawsuit against Caterpillar Inc. to the Northern District of Illinois.

On January 3, 2018, the United States Court of Appeals for the Fourth Circuit in Russell Moody v. Huntington Ingalls Incorporated, No. 16-1773 (4th Cir., 01/03/2018),