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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)
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 - Andrew Oringer, planadviser, March 27, 2026 (PDF)
Fintech Friday: How Ted Benna Is ‘Growing’ Participant Engagement - Marcia Wagner, National Association of Plan Advisors, March 26, 202 (PDF)
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
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...