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On March 15, the White House Office of Management and Budget ("OMB") released a final amendment to Prohibited Transaction Exemption 84-14...

In the State of the Union address on February 24, President Trump said the following about a possible Administration proposal to allow workers to have access to a new type of retirement...

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...

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...

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...

The Trump Administration "skinny budget" was released on May 2. The skinny budget provides a brief outline of the Administration's spending priorities for Fiscal Year 2026.

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...

In January, President Biden signed an executive order directing federal agencies to take actions to prevent climate change.

In this month's edition of our upcoming deadlines notice to plan sponsors, we highlight April 2022 deadlines that sponsors should prepare for in order to ensure compliance and avoid risks.

Groom's summary of the Department of Labor's ("DOL") final fiduciary rule was highlighted in the Insurance NewsNet article, "Annuities Selling Strong, but For How Long?"

Groom's Elizabeth Thomas Dold, principal, was featured by Tax Notes in the article, "IRS Keeps Contentious Required Minimum Distribution 10-Year Rule," where she examined final regulations from the IRS...

As employee stock ownership plans mature, they face a complex array of operational, fiduciary, and financial challenges that differ significantly from those encountered during initial formation. This whitepaper examines critical sustainability issues including repurchase liability management, valuation concerns, corporate governance considerations, and the evolving litigation and regulatory landscape that ESOP fiduciaries must navigate.

On April 2, 2024, the Department of Labor ("DOL") released an amendment to Prohibited Transaction Exemption 84-14 (the "QPAM Exemption").

Tax-favored retirement plans (qualified plans) have historically been designed to provide savings for retirement, and therefore have been focused on increasing savings and restricting withdrawals.

Senate Republican leadership expects to finish the Senate's work on the One Big Beautiful Bill ("BBB") package by the end of the month. However, there still appear to be major disagreements...

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...

The leveraged Employee Stock Ownership Plan ("ESOP") structure was created by US Congress to enable American workers to gain an equity interest in their companies without using their own funds.