Initial Guidance Regarding Trump Accounts
Initial Guidance Regarding Trump Accounts - Marcia Wagner and Jon C. Schultze, 401(k) Advisor, March, 2026
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A Retirement Saver Protection Rule Has Died — for the Second Time. What it Means for Investors
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
401(k) Alternative Asset Rule Proposed by Labor Department - Andrew Oringer, CNBC, March 30, 2026 (PDF)
Should You Plan to Address “Plan Assets” Questions Under ERISA?
A recent judicial decision from the U.S. Court of Appeals for the Second Circuit, decided yesterday, March 26, 2026, shows the importance of the “plan assets” analysis under the Employee Retirement Income Security Act of 1974 (“ERISA”). If an employee benefit plan’s...
How Retirement Fiduciaries Can Help Health Plan Fiduciaries
How Retirement Fiduciaries Can Help Health Plan Fiduciaries - Andrew Oringer, planadviser, March 27, 2026 (PDF)
Fintech Friday: How Ted Benna Is ‘Growing’ Participant Engagement
Fintech Friday: How Ted Benna Is ‘Growing’ Participant Engagement - Marcia Wagner, National Association of Plan Advisors, March 26, 202 (PDF)
Massachusetts Wage & Hour Issues: Traps for the Unwary
Webinar: Massachusetts Wage & Hour Issues: Traps for the Unwary - Katherine Brustowicz and Denise Chicoine The Wagner Law Group, free webinar, April 29, 2026, 12:00 - 12:45 PM (EDT) - Click here for recording
ERISA’s Five-Part Test Defining Investment-Advice Fiduciary Formally Reinstated by the Department of Labor
By Barry Salkin While it may have been simply a formality once the U.S. Department of Labor (DOL) advised the Court of Appeals for the Fifth Circuit that it was withdrawing its appeal of two Texas District Court decisions that, taken together, had invalidated the...
Employer May Terminate Health Care Coverage When Employee is on FMLA Leave
In Kliskey v Making Opportunity Count, Inc., the U.S. District Court for the District of Massachusetts ruled that an employee could not show illegal retaliation or interference under the Family and Medical Leave Act (“FMLA”) when she lost group health plan coverage...
Appeals Court Reverses Judge’s Interpretation of LTD Policy
Appeals Court Reverses Judge’s Interpretation of LTD Policy - Johanna Matloff, Massachusetts Lawyers Weekly, March 18, 2026 (PDF)