The Roth Catch-Up Regulations are Final: What You Need to Know!
One of the more controversial provisions of SECURE 2.0 is the Roth catch-up contribution rule (the “Roth Catch-up Rule”), due
One of the more controversial provisions of SECURE 2.0 is the Roth catch-up contribution rule (the “Roth Catch-up Rule”), due
With the growing usage of GLP-1 medications in the U.S., plan sponsors have been exploring different methods for covering the
As financial wellness programs and the related cross-selling of products continue to expand in design and popularity, ERISA fiduciary considerations
Scott Galbreath’s article “What is at Top Hat Group Depends on Jurisdiction—Plans Should Use a Forum Selection Clause to Avoid
In our December 2024 article for the Benefits Report, we discussed the emergence of a wave of fiduciary breach class action
As the United States federal government undergoes a tangible political shift, a wide net of executive branch policy changes are
Just two months after releasing guidance opening the door to cryptocurrency investments in 401(k) plans (see EBSA Compliance Assistance Release No.
The “One Big Beautiful Bill” Act (the “OBBB”) was signed into law on July 4th. It includes several provisions that
In June of 2024, the Department of Health and Human Services (HHS) issued rules amending the Health Insurance Portability and
To enhance retirement security and increase transparency, Defined benefit plans covered by the Pension Benefit Guaranty Corporation (“PBGC”) are required
On May 15, 2025, the Departments of Labor, Health and Human Services, and the Treasury (collectively, the “Departments”) announced a
In a decision with far-reaching implications, the U.S. District Court for the Northern District of Texas, issued a decision in Faulk
Over the past two decades, a lot of (very expensive) ink has been spilled in courts around the country in
On January 15, 2025, the Employee Benefits Security Administration (EBSA) published a final rule updating its Voluntary Fiduciary Correction (VFC)
The United States District Court for the District of New Jersey dismissed without prejudice, and with leave to amend, Ann
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