Monday, July 6, 2026
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Retirement Plans
PBGC · 2026-07-06
The Pension Benefit Guaranty Corporation (PBGC) is proposing to improve its rules on recoupment of benefit overpayments under PBGC's insurance program for single-employer terminated plans trusteed by…
Haynes Boone · via JD Supra · 2026-07-03
In its first opinion letter in 24 years, the PBGC held that a reportable event under Section 4043(c)(3) of ERISA does not occur when a plan sponsor de-risks a defined benefit pension plan through a…
Dinsmore & Shohl LLP · via JD Supra · 2026-07-03
ESOPs (i.e., Employee Stock Ownership Plans) are unique and increasingly popular employee benefit structures designed to align the interests of employees with the long-term success of their…
ML Benefits · via JD Supra · 2026-07-03
Five years after the US Congress enacted the American Rescue Plan Act’s Special Financial Assistance (SFA) program, the Pension Benefit Guaranty Corporation (PBGC) has issued new guidance addressing…
Groom Law Group · 2026-07-02
With only a few days until launch, Treasury announced that all Trump Accounts will be defaulted into investing in the State Street SPDR Portfolio S&P 500 ETF (“SPYM”), which is a low-cost…
Mayer Brown · via JD Supra · 2026-07-02
At a Glance - The One Big Beautiful Bill Act established Trump Accounts, a new tax-favored savings arrangement for eligible children under age 18 under Code Section 530A
Venable LLP · via JD Supra · 2026-07-02
By July 31, employers that sponsor self-funded medical plans must report and pay their PCORI fee. By July 31, employers that sponsor calendar-year employee benefit plans that are subject to ERISA…
Foley & Lardner · 2026-07-01
SPDs are often treated as a compliance checkbox, but a well-crafted SPD can be one of a plan's most valuable risk-management tools. This presentation will move beyond ERISA's bare disclosure…
PLANSPONSOR · 2026-07-01
The complaint, filed in Virginia, claims fiduciaries kept an underperforming Nuveen fund in the company’s 401(k) plan despite persistent lagging returns and higher fees.
Mayer Brown · via JD Supra · 2026-07-01
The National Insurance Contributions (Employer Pensions Contributions) Act 2026 (the Act) received Royal Assent in April 2026. It follows the government’s announcement in the 2025 Autumn Budget that…
Falcon Rappaport & Berkman LLP · via JD Supra · 2026-07-01
Prior to the Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act), 401(k) plan sponsors could generally exclude employees who had not satisfied a one-year-of-service…
Falcon Rappaport & Berkman LLP · via JD Supra · 2026-07-01
For years, catch-up contributions to employer-sponsored retirement plans have been a straightforward tax planning tool: employees age 50 and older could set aside extra pre-tax dollars beyond the…
Holland & Knight LLP · via JD Supra · 2026-07-01
Only the U.S. House of Representatives is in session this week and is expected to consider a limited number health-related items on suspension, which requires a two-thirds majority to pass. The House…
PBGC · 2026-06-30
This final rule amends the Pension Benefit Guaranty Corporation's regulation on Allocation of Assets in Single-Employer Plans to prescribe the spreads component of the interest assumption under the…
PLANSPONSOR · 2026-06-30
The $340 million deal is expected to transfer more than $130 billion in assets while Milliman retains its retirement and healthcare actuarial consulting business.
PLANSPONSOR · 2026-06-30
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
PLANSPONSOR · 2026-06-30
Arpio Inc. will provide independent investment fiduciary oversight.
Miller Nash LLP · via JD Supra · 2026-06-30
July 31 is approaching – and for most calendar year plans, that is the un-extended deadline to file IRS Form 5500. Now is the time for plan sponsors to be actively reviewing draft filings with their…
Dickinson Wright · via JD Supra · 2026-06-30
If your company sponsors a health plan, especially a self-funded one, there is a good chance that you, or someone on your team, is an ERISA fiduciary. Most people in that position have never been…
Health & Welfare
CMS · 2026-07-06
In accordance with subsection (e)(12) of the Privacy Act of 1974, as amended, the Department of Health and Human Services (HHS), Centers for Medicare & Medicaid Services (CMS) is providing notice of…
King & Spalding · via JD Supra · 2026-07-02
More than two and a half years after the federal agencies published the Federal Independent Dispute Resolution (IDR) Operations proposed rule, the Departments of Health and Human Services, Labor, the…
PLANSPONSOR · 2026-07-01
Republicans touted direct contracting as a way to lower employer healthcare costs, while Democrats warned that Medicaid and ACA reductions threaten workers.
Segal — Insights · 2026-07-01
Learn how high-cost claims and stop-loss trends are affecting plan costs — and what health plan sponsors should do to manage risk and coverage.
Davis Wright Tremaine LLP · via JD Supra · 2026-06-29
After more than two and a half years of deliberation, on June 4, 2026, the Health and Human Services, Labor, and Treasury Departments (the Departments) issued a Final Rule (the Final Rule) updating…
Constangy, Brooks, Smith & Prophete, LLP · via JD Supra · 2026-06-23
Many employers are surprised to discover that sponsoring a company health plan can trigger full HIPAA compliance obligations. Even if you are not a hospital or insurance company, your self-funded…
Leave & Time Off
Dentons · via JD Supra · 2026-06-30
The Department of Labor recently ramped up its Opinion Letter Program, issuing six in the beginning of 2026. The letters have focused on the core tenets of DOL regulation. Two of the letters examine…
Littler · via JD Supra · 2026-06-27
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 related metrics. Several jurisdictions have now issued…
Executive Compensation
BCLP · via JD Supra · 2026-07-02
When a company is considering a merger or acquisition, a key issue for both buyers and sellers is the treatment of outstanding equity awards. There are often competing perspectives on what should…
Cooley LLP · via JD Supra · 2026-07-02
‘Let’s go surfin’ now Everybody’s learnin’ how Come on and “comp safari” with me!’ School is out, and vacations are in full force. At the risk of throwing cold water on hot summer fun, one question…
Orrick, Herrington & Sutcliffe LLP · via JD Supra · 2026-07-02
On May 19, 2026, the Securities and Exchange Commission (SEC) proposed amendments (the Filer Status Proposal) to its filer status framework. These amendments present a major overhaul of the public…
Falcon Rappaport & Berkman LLP · via JD Supra · 2026-07-01
Companies competing for top executive talent, and executives navigating high-stakes career transitions, share a common challenge: understanding the tax and legal framework that governs executive pay.…
Eversheds Sutherland (US) LLP · via JD Supra · 2026-06-26
The One, Big, Beautiful Bill Act (OBBBA) made certain changes to the excise tax on excessive compensation to covered employees of applicable tax-exempt organizations (ATEOs) under section 4960 of the…
Case Commentary
Cohen & Gresser LLP · via JD Supra · 2026-07-02
One year ago, the U.S. Supreme Court issued a decision in Cunningham v. Cornell University that addressed the bar for pleading a prohibited transaction claim under the Employee Retirement Income…
Lathrop GPM · via JD Supra · 2026-07-02
For many Third Party Administrators (TPA), AI is becoming woven into claims processing, either as a tool they’ve adopted themselves or one required by the health plan client. Courts are beginning to…
Nixon Peabody — ERISA Litigation · 2026-06-29
The Third Circuit affirmed summary judgment for a 401(k) plan sponsor in In re Quest Diagnostics ERISA Litigation, holding that ERISA's duty of prudence is a process-based inquiry. A sound fiduciary process, not investment results, defeats a breach claim, and permissive investment-policy-statement language preserved the committee's discretion to retain underperforming funds.
Regulatory & Guidance
Epstein Becker & Green · via JD Supra · 2026-07-02
In May 2026, the Departments of the Treasury, Labor, and Health and Human Services (collectively, the “Departments”) published proposed rules that would establish a new category of “excepted…
Also Noteworthy
Falcon Rappaport & Berkman LLP · via JD Supra · 2026-07-03
Electing S corporation status offers significant tax advantages but introduces complications for employee benefits planning. This post highlights the key benefits issues that arise when a company…
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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.