Rules/Regs
From Washington and the Courts
Lawsuits challenge plan sponsors’ use of plan forfeitures; the DOL issues long-awaited Interpretive Bulletin 95-1; and, for a second time, special financial assistance funds must be returned; plus more.
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NJ Medical Center Group Accused of 403(b) Mismanagement
Participants allege breaches of fiduciary duty in ‘at least five interrelated respects.’
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Auto-Features: Are Plans Measuring Up to the SECURE 2.0 Industry Standard?
The benchmark question is no longer ‘Do we have auto-enrollment?’ but ‘Are our defaults strong enough to produce successful outcomes?’
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A Fiduciary Framework for Evaluating Insurer Durability in Pension Risk Transfers
Plan sponsors should consider how risk could move through an insurer’s structure, where protections are strongest and how benefits would...

