In the past few months, the U.S. Department of Labor (DOL) has increasingly attempted to use court filings to shape

On February 3, 2026, Congress passed and the President signed the Consolidated Appropriations Act, 2026 (“CAA 2026”). The news outlets

With the passage of Senate Bill 41 (SB 41), signed by Governor Newsom on October 11, 2025, California joins a

In late December 2025, the same law firm that initiated the wave of “excessive fee” 401(k) litigation matters in 2006

On December 11, 2025, President Trump signed Executive Order 14366, Protecting American Investors from Foreign Owned and Politically-Motivated Proxy Advisors (the Executive Order). 

Plan fiduciaries notched another victory in a much-watched, bellwether case alleging breaches of fiduciary duty for failures to manage the

On November 13, 2025, the Internal Revenue Service issued Notice 2025-67, containing the cost-of-living adjustments related to retirement plan limitations

The Internal Revenue Code’s (the “Code’s”) required minimum distribution (RMD) rules are a cornerstone of retirement plan compliance, ensuring that

The SECURE 2.0 Act of 2022 (SECURE 2.0) introduced significant changes to age 50 catch-up contributions for participants in 401(k),

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