The FinCEN arm of the Treasury Department recently proposed regulations to implement the reporting rules in the Corporate Transparency Act enacted about a year ago.

On June 21, 2022, the Sixth Circuit in Smith v. CommonSpirit Health unanimously affirmed the decision of the Eastern District of Kentucky dismissing with prejudice a putative class representative's ERISA fiduciary breach claims.

On September 4, 2020, the Department of Labor published a proposed regulation related to proxy voting and the exercise of certain shareholder rights by fiduciaries for plans subject to the Employee Retirement Income Security Act of 1974, as amended.

The Relief Act was intended to provide a measure of relief for qualified plan sponsors that experienced layoffs due to COVID-19.

A key prohibited transaction exemption on which registered investment advisers and other discretionary asset managers of plans and accounts covered by the fiduciary provisions of the Employee Retirement...

The coronavirus pandemic has caused widespread economic uncertainty and unanticipated liquidity issues for a wide range of individuals, including plan participants of nonqualified deferred compensation plans.

The Department of Labor ("the Department") recently announced that it entered into settlement agreements with two group life insurance carriers regarding the carriers' evidence of insurability ("EOI") practices.

Does combining a recommendation to take a rollover from a retirement plan with post-rollover advice mean that advice is being provided on a "regular basis" under the Department of Labor's ("DOL")...

Several highly publicized lawsuits were brought against the Fidelity organization in 2019 in connection with Fidelity's receipt of "infrastructure fees"...

A recent Internal Revenue Service ("IRS") memorandum explains that U.S. employers and their payroll departments should carefully consider the withholding obligations for employees working abroad.

The IRS recently issued an updated Listing of Required Modifications and Information Package (known as the "LRMs") for 403(b) plans.

In fall 2024, plaintiffs filed a wave of putative class action lawsuits against employers challenging wellness programs that impose a health coverage premium surcharge on participants...

Section 413(c) of the Internal Revenue Code has long contained rules governing the operation of tax-qualified plans covering multiple, unrelated employers.

Over the past six months, Congress and the Department of Labor have created new ways to structure workplace retirement plans.

On September 7, 2022, the District Court for the Northern District of Texas ruled a key component of the Patient Protection and Affordable Care Act's ("ACA") preventive services mandate unconstitutional.

On October 1, 2020, the Securities and Exchange Commission ("SEC") made substantial waves when it published a Cease and Desist Order ("Cease and Desist Order")...

Participating in Defined Contribution ("DC") plans such as 401(k), 457, and 403(b) plans is the primary way most people save for retirement, so it is important for DC plans to be designed...

On June 18, 2025, Judge Matthew Kacsmaryk of the Northern District of Texas largely vacated the HIPAA Reproductive Health Care ("RHC") rule and severed the rule's provisions...

On May 13, 2024, the Eleventh Circuit Court of Appeals held that certain federal non-discrimination protections apply to transgender individuals...

On November 8, the Departments of Labor and Treasury (the "Departments") issued guidance extending certain deadlines related to retirement, health, and welfare plans...