Keeping Your Retirement Savings Clear of the Government’s Thumb
Keeping Your Retirement Savings Clear of the Government’s Thumb - Marcia Wagner, Advisor Perspectives, May 5, 2025 (PDF)
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LTD Benefit Denial Appropriate Where Process Resolved Structural Conflict Of Interest
The Ninth Circuit Court of Appeals, in Wallace v. Hartford Life, has upheld a lower court’s determination that a Long-Term Disability (“LTD”) plan’s benefit denial was appropriate despite a clear structural conflict of interest presented in the case by the plan’s...
IRS Issues Updated FAQs on Code Section 127 Educational Assistance Programs
The IRS has issued updated frequently asked questions (“FAQs”) regarding educational assistance programs under Internal Revenue Code (“Code”) Section 127. The revised FAQs implement certain changes made to Section 127 programs by the One Big Beautiful Bill Act...
CMS Regulations Exempt HRAs from Medicare Part D Notice Requirements
The Centers for Medicare and Medicaid Services (“CMS”) has issued final regulations relieving account-based plans, including health reimbursement arrangements (“HRAs”) and Individual Coverage HRAs (“ICHRAs”), from the requirement to provide notices of creditable...
Retirement Plan AI Spurs Evolving Risks for Employer Sponsors
Retirement Plan AI Spurs Evolving Risks for Employer Sponsors - Marcia Wagner, Bloomberg, April 20, 2026 (PDF)
Advisors on the Hook: ERISA Panel Says Burden of Proposed Rule Falls Squarely on Plan Advisors
Advisors on the Hook: ERISA Panel Says Burden of Proposed Rule Falls Squarely on Plan Advisors - Marcia Wagner, National Association of Plan Advisors (NAPA), April 20, 2026 (PDF)
Beyond ‘Set It and Forget It:’ Advisors on Winning New Business at the Participant Level
Beyond 'Set It and Forget It:' Advisors on Winning New Business at the Participant Level - Thomas Clark, Jr., National Association of Plan Advisors (NAPA), April 19, 2026 (PDF)
States’ Efforts to Rein in PBMs Hit a Legal Roadblock
States' Efforts to Rein in PBMs Hit a Legal Roadblock - Marcia Wagner, Axios, April 15, 2026 (PDF)
Easter Egg Hunts Fuel Homeowner’s Averse Possession Claim
Easter Egg Hunts Fuel Homeowner’s Averse Possession Claim - Denise Chicoine, Massachusetts Lawyers Weekly, April 16, 2026 (PDF)
From Capitol Hill to Cigar City: NAPA Summit Roars Into Tampa
From Capitol Hill to Cigar City: NAPA Summit Roars Into Tampa - Marcia Wagner, National Association of Plan Advisors (NAPA), April 14, 2026 (PDF)