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)
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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)
Department of Labor Proposes New Fiduciary Safe Harbor for Investment Selection in Defined Contribution Plans
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...
Court Favors Employee in Determining Extent of LTD Plan Reimbursement
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
DOL's Push to Curb 401(k) Suits Could Face Court Challenges - Andrew Oringer, Law360, March 31, 2026 (PDF)
Initial Guidance Regarding Trump Accounts
Initial Guidance Regarding Trump Accounts - Marcia Wagner and Jon C. Schultze, 401(k) Advisor, March, 2026