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Court Decisions
Court of Appeals for the Third Circuit · via CourtListener2026-06-24
Doctor sued his insurance company for defamation based on allegedly false statements in explanation-of-benefits forms, but the Third Circuit held ERISA preempts such state-law claims.
Court of Appeals for the Third Circuit · via CourtListener2026-06-22
Employees challenged a 401(k) plan's fiduciary duty by claiming two underperforming investment funds should have been removed; the court affirmed summary judgment for Quest, holding ERISA requires…
Retirement Plans
Vorys, Sater, Seymour and Pease LLP · via JD Supra2026-06-27
Many retirement plans must be amended by December 31, 2026 to bring the plan document into compliance with a number of legislative changes. To ensure your plan document accurately reflects your…
The Rosenbaum Law Firm P.C · via JD Supra2026-06-27
I’ve always liked immediate eligibility for deferrals. Clean, simple, easy to explain. Let people in the door and let them start saving. Where things go sideways is when a provider layers on a safe…
Groom Law Group2026-06-26
This update would amend Topic 715 of the FASB Accounting Standards Codification, which governs the measurement of pension liabilities for a plan sponsor’s financial statements. Under the current…
Jackson Lewis — Benefits Law Advisor2026-06-26
The countdown clock is running. The stadium lights are on, and the clock is ticking toward extra time. Plan sponsors must amend many qualified retirement plans by December 31, 2026. Just like in a…
PLANADVISER2026-06-26
Voya reported that 89% of surveyed government workers feel ready to retire.
PLANADVISER2026-06-26
A financial planner says retirement plan sponsors are increasingly seeking advisers with transparent business models and closer alignment with their interests.
Groom Law Group2026-06-25
“If they’re going to be asset-class neutral, we would hope they’d also be asset-wrapper neutral, particularly where you’ve got a wrapper that’s basically only used by retirement investors,” Walsh…
PLANADVISER2026-06-25
Most retirement savers feel on track, but BlackRock projections show plan balances may only cover 50% to 60% of retirement expenses.
401(k) Specialist2026-06-25
Participant engagement is also a top factor of long-term progress with retirement savings, Empower reports
401(k) Specialist2026-06-25
New “Read on Retirement” survey finds most Americans believe they're on track for retirement, yet projected workplace savings may provide only 50% to 60% of the income they expect
Haynes Boone · via JD Supra2026-06-25
On June 17, 2026, the DOL issued Technical Release 2026-02, which confirms that “Trump Accounts” and Code Section 128 Trump Account contribution programs generally will not constitute “employee…
PBGC2026-06-24
The Pension Benefit Guaranty Corporation (PBGC) is requesting that the Office of Management and Budget (OMB) approve, under the Paperwork Reduction Act, a new collection of information. The purpose…
Groom Law Group2026-06-24
Recently-issued IRS Notice 2026-33 provides necessary guidance on long-term care distributions. Here’s what you need to know. A distribution made during the taxable year that does not exceed the…
PLANADVISER2026-06-24
Trade groups wrote the Senate Banking Committee to urge the passage of a bipartisan package of bills, including investor disclosures and securities offerings.
PLANADVISER2026-06-24
High-caliber planning resources and a meaningful participant experience can facilitate a seamless transition between saving for retirement and generating lifetime income.
The Rosenbaum Law Firm P.C · via JD Supra2026-06-24
Everyone in the retirement plan business loves talking about technology. Recordkeepers spend millions promoting participant websites, mobile apps, artificial intelligence tools, and payroll…
Verrill · via JD Supra2026-06-24
An ongoing dispute about a Department of Labor advisory opinion published last September raises a basic but unanswered question under the ERISA: What is a bonus? The answer to this simple question is…
IFEBP — Word on Benefits2026-06-23
Today's blog describes the risks that deplete retirement savings and strategies for addressing them.
Groom Law Group2026-06-22
Background Trump Accounts are a new type of traditional IRA established for the exclusive benefit of an eligible individual and designated as a Trump Account at its establishment. Trump Accounts are…
PLANADVISER2026-06-18
The standards board set a 60-day comment period for stakeholders to provide feedback on the proposal.
PLANADVISER2026-06-18
The Department of Labor addressed whether employers’ contributions were a workplace benefit, particularly for employees’ children.
PLANADVISER2026-06-18
An EBRI study tracking post-retirement income found that a guaranteed source such as defined benefit payments could curb asset d eclines .
PLANADVISER2026-06-18
Experts say defined contribution plan advisers and sponsors should build portfolios ‘like an institution.’
Health & Welfare
Bass, Berry & Sims PLC · via JD Supra2026-06-26
The annual filing (and fee payment) for applicable self-insured health plans and specified health insurance policies used to fund the Patient-Centered Outcomes Research Institute (the PCORI fee) is…
Segal — Insights2026-06-25
A new survey reveals why people aren’t using mental health benefits — and what plan sponsors can do to improve access, trust and utilization.
Bricker Graydon Wyatt LLP · via JD Supra2026-06-24
Consolidated Omnibus Budget Reconciliation Act (COBRA) compliance often gets treated as a “set it and forget it” administrative task, particularly when employers outsource to third-party…
Leave & Time Off
Littler2026-06-25
Mid-Year Paid Family Medical Leave Update – June 2026 It is that time of year again when many state paid family and medical leave (PFML) programs roll out mid-year updates to benefit levels and…
Constangy, Brooks, Smith & Prophete, LLP · via JD Supra2026-06-24
Virginia recently enacted two new paid leave laws – one requires covered employers to provide paid sick leave, and the other creates paid family and medical leave. Although these laws do not go into…
Executive Compensation
Morrison & Foerster LLP · via JD Supra2026-06-23
SEC Proposal Would Sharply Scale Back Executive Compensation Disclosure for Most Public Companies- On May 19, 2026, the Securities and Exchange Commission (“SEC”) released proposed amendments…
Polsinelli · via JD Supra2026-06-19
Key Takeaways: The OBBBA significantly expanded Code §4960 for taxable years beginning after Dec. 31, 2025, broadening the scope of employees that tax-exempt organizations must evaluate for potential…
Case Commentary
PLANADVISER2026-06-26
The insurer and healthcare company, which is accused of fiduciary breaches, lost a motion in federal court to dismiss a proposed class action suit.
HR Dive2026-06-26
The court’s analysis involved determining whether the Chicago Transit Authority’s request for a third opinion on his leave certification comported with the law.
Groom Law Group2026-06-24
Salek-Raham observed that the decision “does create a disincentive to bringing class actions in the Fourth Circuit involving defined-contribution plans.” His comments highlighted the growing divide…
PLANADVISER2026-06-23
Illinois and Tennessee’s separate laws allegedly interfere with governance by ERISA, according to the Pharmaceutical Care Management Association.
Miller Johnson · via JD Supra2026-06-23
Employers are now beginning to receive settlement proceeds from the $2.67 billion class action settlement reached by the Blue Cross Blue Shield Association (BCBSA) and the class plaintiffs. This…
Walkers · via JD Supra2026-06-22
Bermuda has introduced a new right for employees to take 'parental leave' when they adopt or become the legal guardian of a young child who lives in their household. The new right broadly aligns with…
Regulatory & Guidance
401(k) Specialist2026-06-25
Eric Dyson’s review of comments to the DOL on its proposed “Fiduciary Duties in Selecting Designated Investment Alternatives” regulation unearthed a common challenge: How should fiduciaries evaluate…
IRS2026-06-25
HDHP/§223 OOP measured in-network only (§223(c)(2)(D); a higher out-of-network OOP max does NOT defeat HDHP status; Notice 2004-2 Q&A-4, Notice 2004-50 Q&A-15/19). Deductible=floor, OOP=ceiling. MA…
DOL / EBSA2026-06-24
EBSA enforcement-priority shift: 'will not regulate through enforcement'; focus on significant-harm / bad-faith cases; pending and proposed ESOP valuation investigations reviewed against a fairness…
DOL / EBSA2026-06-24
Proposed rule requiring PBMs servicing group health plans to disclose direct and indirect compensation to plan fiduciaries, extending the ERISA §408(b)(2) service-provider fee-disclosure framework…
Other Benefits News
PLANADVISER2026-06-25
Betterment expands workplace benefits, Fidelity adds Trump Account rollovers, and more.
IFEBP — Word on Benefits2026-06-25
Through leave donation programs, employees are able to donate unused time off, such as vacation or PTO, to colleagues in need.
Haynes Boone · via JD Supra2026-06-25
Third-party administrators (“TPAs”), brokers, and benefits technology vendors are increasingly offering artificial intelligence (“AI”) tools that can generate Summary Plan Descriptions (“SPDs”), plan…
PLANADVISER2026-06-23
The National Association of Personal Financial Advisors released a new standard to better define a ‘fee-only’ fiduciary relationship.
PLANADVISER2026-06-23
Nearly 70% of respondents to a PlanGap survey said they were not confident the government would solve the funding challenge without reducing other benefits.
PLANADVISER2026-06-22
More than 80% of employers are interested in using artificial intelligence to help workers better understand their benefits, according to Prudential.
PLANADVISER2026-06-22
Long-term inflation and higher premiums were among the forces that have driven estimates higher.
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Generated by Benefits Digest from the Federal Register and curated benefits sources. Headlines and short excerpts link to each source. Full content lives at the source.