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The Internal Revenue Service announced cost-of-living adjustments affecting certain dollar limitations for pension plans and other retirement-related limitations for 2025 in Notice 2025-67. The following chart details 2026 retirement plan dollar limitation...
Our periodic Washington D.C. newsletter highlights the expertise of our Wagner Law Group attorneys analyzing legislative, regulatory and other cutting-edge benefits issues arising from activity in Washington or other important jurisdictions. Our office members are...
Nation's Top Employee Benefits Lawyers Organization Holds Celebratory Dinner - The Wagner Law Group Press Release, November 10,2025 (PDF)
IRS has released Notice 2025-61, which provides the “applicable dollar amount” for the Patient-Centered Outcomes Research Institute (“PCORI”) fee for plan years that end on or after October 1, 2025, and before October 1, 2026. Background. PCORI was established under...
The U.S. Court of Appeals for the Second Circuit ruled, in Schuyler v. Sun Life Assurance Company of Canada, that an insurer failed to demonstrate that a long-term disability (“LTD”) plan participant had “knowingly and voluntarily” waived her ERISA rights. Law. An...
Alts May Be Headed to DC Plans—But Experts Urge Caution Before a Big Move - Marcia Wagner, PLANSPONSOR, October 31, 2025 (PDF)
DOL Issues Guidance to Encourage Small Employers to Participate in Pooled Employer Plans (PEPs) - Marcia Wagner, Camille Castro, Barry L. Salkin and Stephen P. Wilkes, 401(k) Advisor, October, 2025
Roth Catch-Up ‘Playbook’ Can Guide Advisers Through Compliance - Barry Salkin and Jon Schultze, planadviser, October 29, 2025 (PDF)
On October 16, 2025, the Departments of Labor, Health and Human Services, and Treasury (the “Agencies”) issued FAQ 72, Frequently Asked Questions about Affordable Care Act Implementation (the “FAQs”). The FAQs have declared that certain types of fertility benefits...
The impact of the Circuit Court Split on Employer Liability for Third-Party Harassment - Katherine Brustowicz and David Gabor, panelists, The Wagner Law Group webinar, November 19, 2025, 12:00 - 12:45 PM (EDT) This video is ideal for: • HR professionals • Managers and...