Articles: 1-10 of 114
Beyond Alternative Assets: DOL’s New Investment Selection Rule Sets the Bar for All Fiduciary Investment Decisions
USA - April 17 2026 On March 31, 2026, the Department of Labor (“DOL”) published a proposed regulation on investment selection under ERISA (“Selection of Designated…
The Enforceability of Plan Arbitration Provisions under ERISA
USA - March 10 2026 Are mandatory arbitration provisions with class action waivers a viable strategy for plan sponsors to address the onslaught of class action…
Proposed Fee Transparency Rules and New Legislation for Group Health Plan PBMs
USA - February 12 2026 President Trump’s April 15, 2025, Executive Order on lowering the cost of prescription drug pricing, among other things, directed the Department of…
Approaching Deadline: Reporting for ISO Exercises and ESPP Stock Transfers Due February 2, 2026
USA - January 28 2026 This alert is a reminder of the approaching deadlines for certain year-end reporting requirements applicable to corporations that issue stock to…
Updated Special Tax Notices for Retirement Plan Distributions
USA - January 16 2026 On January 15, 2026, the IRS and Treasury issued Notice 2026-13, which updated the guidance available to plan administrators tasked with providing…
DOL Declines to Defend Fiduciary Investment Advice Rule, But May Target Proxy Advisors
USA - December 29 2025 On November 28, 2025, the Fifth Circuit Court of Appeals granted the U.S. Department of Labor’s (DOL) motion to withdraw its defense of the Biden…
Final Catch-Up Contribution Regulations under SECURE 2.0 Act
USA - September 16 2025 On September 15, 2025, the Department of Treasury and Internal Revenue Service issued final regulations addressing catch-up contribution rules for…
DOL Signals Shift to a More Fiduciary-Friendly Enforcement of ERISA
USA - July 30 2025 One of the key questions that plan sponsors and fiduciaries have had about the second Trump Administration is how the Department of Labor (“DOL”)…
The IRS’s Ruling on Uncashed Distribution Checks and Their Replacements
USA - July 18 2025 On July 16, 2025, the IRS issued guidance regarding uncashed retirement plan distribution checks and subsequent replacement checks…
The Ninth Circuit Rejects Plaintiffs’ Challenge to 401(k) Investments in Private Equity
USA - June 5 2025 On May 22, 2025, the Ninth Circuit affirmed a district court’s decision to reject a class action lawsuit brought against fiduciaries of Intel defined…
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