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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 - Marcia Wagner, Axios, April 15, 2026 (PDF)
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 - Marcia Wagner, National Association of Plan Advisors (NAPA), April 14, 2026 (PDF)
By Barry Salkin, Andrew Oringer, Stephen Wilkes and Ari Sonneberg Yesterday, March 31, 2026, the U.S. Department of Labor (the “DOL”) issued a proposed regulation (the “Proposed Regulation”) under the Employee Retirement Security Act of 1974 (“ERISA”) that would...
In Ehrlich v. Hartford Life & Accident Ins. Co., the U.S. District Court for the Northern District of California has ruled that when the administrator of a long-term disability (“LTD”) plan abused its discretion in denying LTD benefits, the employee was entitled...
DOL's Push to Curb 401(k) Suits Could Face Court Challenges - Andrew Oringer, Law360, March 31, 2026 (PDF)
Initial Guidance Regarding Trump Accounts - Marcia Wagner and Jon C. Schultze, 401(k) Advisor, March, 2026
A Retirement Saver Protection Rule Has Died — for the Second Time. What it Means for Investors - Andrew Oringer, CNBC, March 30, 2026 (PDF)
401(k) Alternative Asset Rule Proposed by Labor Department - Andrew Oringer, CNBC, March 30, 2026 (PDF)