Compliance

The employer advocacy group warned that litigation challenging wellness program incentives could discourage employers from offering health-related premium discounts.

Treasury’s latest guidance answered key compliance questions, advisers say, but employers are now figuring out how to administer the new benefit.

According to the appellate court’s ruling, ERISA plaintiffs do not always need an ‘apples-to-apples’ investment benchmark to demonstrate imprudence.

A Philadelphia judge found Aramark plausibly alleged its health-plan administrator acted as a fiduciary.

A Minnesota federal judge allowed claims of target-date-fund imprudence and self-dealing to proceed, while narrowing other theories.

New program lets employers seek guidance on PBGC insurance coverage before establishing a defined benefit plan.

New guidance would encourage electronic transfers and standardized forms for moving retirement savings between plans.

Private market investments often include no agreed-upon yardstick for benchmarking performance or determining whether fiduciaries made the right comparison.

Treasury plan would allow up to $2,500 in tax-free employer contributions while setting nondiscrimination, reporting and salary-reduction requirements for workplace programs.

The proposal would streamline access by establishing new investment accounts through the existing registration system.

Proposed rules detail how eligible Americans could receive federal retirement contributions of up to $1,000 per year.

The provider promised a $10,000 credit if a deliverable is missed.

Lawmakers found bipartisan ground on retirement-plan and small-business financing reform, but split sharply over private markets, crypto oversight and risks facing ordinary investors.

The agency also announced a deadline by which employers intending to maintain a Cycle 4 plan must adopt that plan.

Republicans urged a bipartisan commission or special negotiating process, while Democrats pushed for public debate and legislation that raises revenue and protects benefits.

A novel lawsuit argues employers must offer fossil-fuel-free equity options as a faith-based accommodation, testing the Supreme Court’s Groff decision.

The order reversed key legal conclusions on brokerage-window fee disclosures, but factual disputes over Fidelity compensation stand for trial.

Schlichter Bogard LLC, representing the plaintiffs, came to an agreement to end a case originally filed in 2020.

The proposed rule does not give fiduciaries a ‘stamp of approval’ to innovate, one expert says.

A party-line vote sent the acting labor secretary’s name to the full Senate, where confirmation for the permanent position awaits.