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by Andrew Oringer In prior Alerts, we have chronicled in some detail recent developments relating to the so-called Amended Fiduciary Rule under the Employee Retirement Income Security Act of 1974 ("ERISA") and its later incarnation, the Retirement Security Rule. Five...
Wealthfront CEO Disgorges his Mortgage Broker About a Month After the 'Textbook Conflict' Came to Light - Ari Sonneberg, RIABiz, March 16, 2026 (PDF)
4th Circ. Genworth Ruling Raises Bar For ERISA Class Actions - Andrew Oringer, Law360, March 13, 2026 (PDF)
In Rochelle v. City of Atlanta, the U.S. Court of Appeals for the Eleventh Circuit upheld a lower court’s decision that a terminated employee was not eligible to receive penalties for a COBRA notice violation because the employee suffered no harm due to this...
A Cushman Climate-Risk Lawsuit Reveals the ESG Debate’s New Fault Line - Marcia Wagner, Pensions & Investments, March 11, 2026 (PDF)
Exxon Cements Texas As Delaware's Emerging Rival - Andrew Oringer, Law360, March 11, 2026 (PDF)
Planning for Family Leave? Read the Fine Print - David Gabor and Katherine Brustowicz, Rethinking65, March 10, 2026 (PDF)
By Denise Chicoine and Andrew Oringer It has become axiomatic to say that artificial intelligence (AI) is everywhere. As the world is changing, the bar organizations and associations that have an interest in regulating the legal profession are trying to chase the...
The Department of Labor (“DOL”) has announced the overhaul of its national enforcement projects for fiscal year 2026. DOL’s national enforcement projects highlight “where it will focus its enforcement resources …to increase broad-based employee benefit plan...
2026 Fiduciary Issues Affecting Financial Advisers - Marcia Wagner, presenter, The Financial Planning Association FPA SHIFT™ conference, La Jolla, CA, April 22, 2026 - Click here for details