Alts May Be Headed to DC Plans—But Experts Urge Caution Before a Big Move
Alts May Be Headed to DC Plans—But Experts Urge Caution Before a Big Move - Marcia Wagner, PLANSPONSOR, October 31, 2025 (PDF)
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DOL Issues Guidance to Encourage Small Employers to Participate in Pooled Employer Plans (PEPs)
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
Roth Catch-Up ‘Playbook’ Can Guide Advisers Through Compliance - Barry Salkin and Jon Schultze, planadviser, October 29, 2025 (PDF)
Employer Provided Fertility Benefits: Has the Time Come?
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...
Free Webinar: The impact of the Circuit Court Split on Employer Liability for Third-Party Harassment
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...
Fiduciary Liability Critical in Russell Investments ERISA Case
Fiduciary Liability Critical in Russell Investments ERISA Case - Marcia Wagner, PLANSPONSOR, October 16, 2025 (PDF)
Private Investments in 401(k)s
Private Investments in 401(k)s - Marcia Wagner, panelist, Francis live webinar, October 29, 2025, 1:00 PM (EDT) - Click here for recording
Employer May Be Liable for Silence on Benefit Provisions
The U.S. District Court for the District of Massachusetts has ruled, in Erban v. Tufts Medical Center, that an employer may violate its fiduciary duties by failing to inform a participant about vital plan information. Law. A person who is not a named fiduciary may...
A Playbook on the IRS’s Final Regulations on the Roth Catch-Up Contribution Requirement Under the SECURE 2.0 Act
By Jon Schultze and Barry Salkin On September 16, 2025, the Internal Revenue Service (“IRS”) issued final regulations providing guidance on changes made by the SECURE 2.0 Act of 2022 to the catch-up contribution provisions of the Internal Revenue Code (“Code”). Under...
A Current Look At Independent Fiduciaries Under ERISA
A Current Look At Independent Fiduciaries Under ERISA - Stephen Wilkes, Journal of Pension Planning & Compliance, Vol. 51, No. 3, Fall 2025