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We are delighted to announce that Jason Lindquist has joined our firm as Chief Financial Officer. Jason’s exceptional financial acumen, strategic leadership, and operational expertise make him an outstanding addition to our executive team. His extensive experience...
AI Enters ERISA’s Document-Heavy World, Promising Benefits and Revealing Risks – Marcia Wagner, PLANSPONSOR, May 18, 2026 (PDF)
What’s at the Top of Tom Clark's Regulatory Watchlist? PSCA National - Thomas Clark, Jr., National Association of Plan Advisors (NAPA), May 8, 2026 (PDF)
HIPAA Best Practices for HR: Ensuring Confidentiality of Medical Information – Marcia Wagner, Presenter, National Business Institute (NBI) North Dakota Human Resource Law Boot Camp, May 12, 2026 – Click here for details
Keeping Your Retirement Savings Clear of the Government’s Thumb - Marcia Wagner, Advisor Perspectives, May 5, 2025 (PDF)
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...
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...
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 - Marcia Wagner, Bloomberg, April 20, 2026 (PDF)
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)