Earlier this month, a group of retired employees of Citgo Petroleum Corporation filed a motion for settlement of their lawsuit claiming they were harmed by their pension plan's...

Multiple employer plans ("MEPs") have long struggled with the historic rule that provides that if a single plan sponsor in a MEP fails the plan qualification rules...

IRA providers were concerned with not being able to "stop the presses" when it came to notices being provided in January to IRA owners regarding the need to take 2020 minimum required distributions.

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...

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, such as a newly introduced bill...

Detailed coverage by PLANSPONSOR of George Sepsakos' session at the ISS Media 2022 Understanding PRT virtual conference on March 3, 2022 provides insight on the...

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, such as a newly introduced bill, a summary of a committee hearing...

Groom Law Group recently filed a brief on behalf of the American Benefits Council as amicus curiae in the 7th Circuit case Smith v. Board of Directors of Triad MA, No. 20-2708...

In 2015, the Securities and Exchange Commission ("SEC") proposed under the Dodd-Frank Wall Street Reform and Consumer Protection Act ("the Dodd-Frank Act") a requirement for publicly-traded...

In the 2024 HIPAA Reproductive Health Care Rule ("RHC Rule"), the Department of Health and Human Services ("HHS") updated the HIPAA Notice of Privacy Practice requirements to include information regarding the protection...

Recent IRS Notice 2022-6 updates longstanding guidance on when a series of payments from an individual account under a tax-favored retirement plan is considered a series of "substantially equal periodic payments".

Now, in a competent authority arrangement ("CAA") between the US and Malta, this interpretation has effectively been shut down.

On May 3, 2023, the Securities & Exchange Commission ("SEC") adopted amendments to Form PF (the "Final Amendments"). Plan fiduciaries that utilize private equity funds...

On April 30, 2026, President Trump issued the Executive Order Promoting Retirement-Savings Access for American Workers by Establishing TrumpIRA.gov (the “Executive Order”), which advances the President’s State...

On June 29, 2020, the Department of Labor (the ‘‘DOL'') issued a proposed class exemption from certain prohibited transaction restrictions of the Employee Retirement Income Security Act of 1974

The Pension Benefit Guaranty Corporation has issued guidance clarifying when annuity buyouts trigger mandatory reporting requirements under ERISA's active participant headcount reduction rules. This opinion addresses a critical question for plan administrators managing frozen defined benefit plans with active employees who are no longer accruing benefits.

Last week, the Supreme Court ruled unanimously that an individual participant in a 401(k) defined contribution plan can maintain a breach of fiduciary duty claim under ERISA, even though the alleged breach affected only the value of his own individual account.

The U.S. Department of Labor ("DOL") recently issued Field Assistance Bulletin 2025-01 (the "FAB") to establish a temporary non-enforcement policy permitting plan fiduciaries...

On April 11, 2025, the Centers for Medicare & Medicaid Services ("CMS") published a Request for Information ("RFI") requesting the public provide feedback...

On May 21, 2025, the Centers for Medicare & Medicaid Services ("CMS") announced its intent "to crush[] fraud, waste, and abuse across all federal...