Vanguard Sued by Direct-Indexing Founders for Allegedly Cajoling a Deal for Just Invest
Vanguard Sued by Direct-Indexing Founders for Allegedly Cajoling a Deal for Just Invest - Ari Sonneberg, RIABiz, July 16, 2025 (PDF)
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Labor Department’s Support for HP Could Turn Tide in Wave of 401(K) Forfeiture Lawsuits, Experts Say
Labor Department’s Support for HP Could Turn Tide in Wave of 401(K) Forfeiture Lawsuits, Experts Say - Andrew Oringer, Pensions & Investments, July 15, 2025 (PDF)
Important Provisions Impacting Businesses in The One, Big, Beautiful Bill
By Ari Sonneberg and Barry Salkin On July 4, 2025, President Trump signed into law The One, Big, Beautiful Bill Act (The OBBB), a spending and tax bill that includes signature policies of the President’s second-term agenda. The OBBB is an extension of the President’s...
Mental Health Parity Rules and Requirements for Plan Sponsors and Administrators
Mental Health Parity Rules and Requirements for Plan Sponsors and Administrators - Robert Watson, panelist, Strafford live CLE webinar, September 23, 2025, 1:00 - 2:30 PM (EDT) - Click here for details and registration
HR & Employment Law Updates in Massachusetts, Maine, New Hampshire, and Vermont
By Katherine Brustowicz, Denise Chicoine, David Gabor, Johanna Matloff and Virgina Peabody I. Massachusetts: Pay Transparency Law Takes Effect In February 2025, the Wagner Law Group reported on amendments to the Massachusetts Equal Pay Act, which included new data...
Supreme Court to Hear Pension Withdrawal Liability Case That May Impact Most of the Nation’s Multiemployer Plans
On June 30, the Supreme Court granted certiorari in a withdrawal liability case, M&K Employee Solutions, LLC v. Trustees of the IAM National Pension Fund, that could affect most of the nation’s 1,400 multiemployer plan. Like most multiemployer plans, the IAM Fund...
Retiree May Not Sue Under ADA
The U.S. Supreme Court, in Stanley v. City of Sanford, has resolved a dispute between several U.S. Courts of Appeal by ruling that a retiree does not have standing to sue under the Americans with Disabilities Act (“ADA”). Law. The ADA prohibits employers from...
Popular Benefits-Related Tax Provisions May be Targeted to Raise Revenue for Federal Tax Cuts
Popular Benefits-Related Tax Provisions May be Targeted to Raise Revenue for Federal Tax Cuts - Marcia Wagner and Eric Keller, 401(k) Advisor, June, 2025
3 DOL Policy Shifts On Benefits Attys’ Radar
3 DOL Policy Shifts On Benefits Attys' Radar - Andrew Oringer, Law360, June 27, 2025 (PDF)
Waiver of ERISA Rights Must Be Reviewed With “Special Scrutiny”
In Shuman v. Microchip, the U.S. Court of Appeals for the Ninth Circuit has established criteria for the “special scrutiny” required when an employee waives his or her ERISA-covered benefit rights. Facts. In anticipation of a potential acquisition, a company created...