BENEFITS DIGEST
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A PUBLICATION OF THE INNER FIRM
WEDNESDAY, JULY 29, 2026
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14 items · ~3 min read
In this issue: Retirement Plans (5) · Health & Welfare (2) · Leave & Time Off (2) · Case Commentary (4) · Also Noteworthy (1)
Retirement Plans (5)
401(k) Specialist · 2026-07-28
However, retirement plan advisors showed growing concerns over the future of Social Security solvency.
Segal — Insights · 2026-07-28
As plan assets grow and fraud risks evolve, it may be time to review your fidelity bond limit and scope of coverage.
Center for Retirement Research (Boston College) · 2026-07-28
As U.S. financial firms push toward embedding life annuities in 401(k) plans, it is useful to assess the risks, as well as the gains, associated with making annuitization the default distribution option.
Employee Fiduciary · 2026-07-28
If you sponsor a 401(k) plan, the Employee Retirement Income Security Act (ERISA) requires you to carry a fidelity bond — insurance that protects your plan’s participants if someone who handles plan money steals or misuses those funds.
401(k) Specialist · 2026-07-24
Portability Services Network’s Steve Holman separates fact from fiction by addressing five common misconceptions.
Health & Welfare (2)
IFEBP — Word on Benefits · 2026-07-28
From compliance notices and fiduciary responsibilities to unexpected operational challenges, asking “what if?” helps plan sponsors anticipate risks before they become costly problems.
Thompson Hine — ERISA Litigation & Compliance · 2026-07-23
The Departments of Health and Human Services, Labor, and the Treasury (Departments) recently released the Federal Independent Dispute Resolution (IDR) public use files (PUF) and supplemental tables for the third and fourth quarters of 2025.
Leave & Time Off (2)
Epstein Becker & Green · via JD Supra DEADLINE · 2026-07-29
Virginia Governor Abigail Spanberger recently signed into law paid sick leave (PSL) entitlements for nearly all employees working in the Commonwealth. The law will have a staggered effective date, with the earliest changes taking effect in mid-2027.
Littler · 2026-07-28
Local governments often lead on workplace issues like paid sick leave, discrimination, and pay equity.
Case Commentary (4)
Hall Benefits Law DEADLINE · 2026-07-28
The U.S. Supreme Court recently ruled that the Employee Retirement Income Security Act (ERISA) does not require multiemployer pension plans to use actuarial assumptions to calculate withdrawal liability adopted before a certain deadline.
Roberts Disability Law · 2026-07-28
Ajeti v. Life Insurance Company of North America, No. 26-3249, 2026 WL 2150163 (E.D. Pa. July 27, 2026), addresses whether ERISA governs, and preempts, state-law claims brought by foreign nationals seeking disability benefits under a plan established by their American employer.
The Rosenbaum Law Firm P.C · via JD Supra · 2026-07-28
Buying another business is exciting. It usually means your company is growing, adding new customers, entering a new market, or acquiring talented employees.
401(k) Specialist · 2026-07-27
The groups are asking the Fourth Circuit to maintain a district judge’s verdict in Stana v. SAS Institute Inc.
Also Noteworthy (1)
Thompson Hine — ERISA Litigation & Compliance · 2026-07-27
Doing so may influence participant decision-making in ways that raise disclosure and accuracy concerns and, in certain cases, could be viewed as recommending action or inaction by participants.
