Plan Sponsors Urged to Prepare for Regulatory Guidance, Uncertainty
Speakers said SECURE 2.0, the One Big Beautiful Bill Act and new DOL rules should shape retirement plan committee priorities.
Tag: ERISA
Experts Predict Effects of DOL Agenda
Panelists at the 2026 PLANSPONSOR National Conference said new Department of Labor rules could give employers more room to innovate,...
Communications Experts Advise: ‘Keep it Simple’
Information about alternatives in DC plans should provide straightforward explanations about diversification and clear information about cost and liquidity.
House Committee Advances 3 Bills Affecting ERISA Plans
The legislation would prohibit PBM kickbacks, increase transparency in hospital billing and extend the deadline for filing Form 5500 disclosures.
Stable Value Suit Against Equitable Dismissed
According to the district court, allegations of underperformance were not supported; however, the plaintiff may refile.
AI Enters ERISA’s Document-Heavy World, Promising Benefits and Revealing Risks
Artificial intelligence is changing workflows across many industries, but experts caution that the new tool requires prudent oversight.
8th Circuit Tosses Wells Fargo Forfeiture Complaint on Lack of Standing
The decision marks the first appellate court ruling in a forfeited funds case, with a plethora of similar cases awaiting...
Ford Sued Over Alleged Misuse of Workers’ Retirement Savings
The complaint claims the automaker improperly charged 401(k) participants for administrative costs and allowed excessive service-provider fees.
Schlichter Bogard Files Another ERISA Complaint Targeting Voluntary Benefits
The plaintiffs’ law firm expanded its campaign against employers over supplemental insurance offerings, arguing that workers are overpaying for critical...
PBGC Launches Amicus Brief Program Seeking Plan Sponsor Involvement
The Pension Benefit Guaranty Corporation is following recent efforts from other retirement regulators that have increasingly weighed in on litigation...
EBSA Head Defends Proposed Investment Rule, Invites Industry Input
The Employee Benefits Security Administration chief confirmed that the agency is considering additional guidance on the fiduciary “duty to monitor”...
Janus Henderson Agrees to $6.5M Settlement in Proprietary Funds Lawsuit
As a result, the defendant will amend its employee stock ownership plan to require more comprehensive reviews of investment performance,...
Advocacy Groups Urge Supreme Court to Reject ‘Unworkable’ Rule in Intel 401(k) Case
A new amicus brief argues that an appeals court standard could block workers from challenging risky retirement investments.
4th Circuit Rules Merrill Lynch Incentive Program Does Not Fall Under ERISA
The Department of Labor has supported employers in a separate case concerning deferred compensation.
4th Circuit Signals Reconsideration in Genworth 401(k) Case
After rejecting class certification, the appellate court requested a response from the company to a petition for rehearing as the...
Federal Judge Rejects Cigna Motion to Stay
A Pennsylvania district court denied the case’s similarity to Anderson v. Intel is significant enough to wait for the Supreme...
Federal Judge Allows ERISA Class Action Against Northwestern to Proceed
The court rejected the university’s bid to dismiss the claims of allegedly offering costly health plan options.
Judge Dismisses Weyerhaeuser PRT Complaint, Says Plaintiffs Have Standing
The case, which also includes State Street Global Advisors, could be refiled in the same district court.
Judge Certifies Class in West Monroe ESOP Stock Valuation Complaint
Former employees say they were shortchanged when the firm repurchased company shares at far less than a later sale price.
401(k) Complaint Against Southwest Airlines Advances
A federal judge found that participants plausibly alleged fiduciary breaches tied to long-running underperformance.