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Beyond the Plan: Maximizing the Participant Relationship to Win New Business - Thomas Clark, Jr., panelist, National Association of Plan Advisors 2026 401(k) Summit, Tampa, FL, April 19 – 21, 2026 – Click here for details
By Ari Sonneberg and Barry Salkin The U.S. House of Representatives has passed the Protecting Prudent Investment of Retirement Savings Act (H.R. 2988), which proposes substantial amendments to the Employee Retirement Income Security Act of 1974 (ERISA). If enacted,...
Jon Schultze focuses on Employee Benefits and ERISA.Jon oversees the firm's qualified retirement plan area, which...
Lawyers, Funds & Money: ERISA Litigation Applied to Your Practice - Marcia Wagner, panelist, National Association of Plan Advisors 2026 401(k) Summit, Tampa, FL, April 19 - 21, 2026 - Click here for details
In Advisory Opinion FMLA2026-2 (“Advisory Opinion”), the Department of Labor (“DOL”) has said that employees may use leave under the Family and Medical Leave Act (“FMLA”) for time spent traveling to or from covered medical appointments. Law. Under the FMLA, eligible...
Dream Team: Critical Litigation Lessons from Top ERISA Attorneys - Marcia Wagner, National Association of Pension Advisors, January 13, 2026 (PDF)
Wealthfront's Shares Nosedive After Tepid Flows and 'Stark' Revelation that its CEO Owns the Bank at Heart of Robo-Advisor's Mortgage Future - Ari Sonneberg, RIABiz, January 13, 2025 (PDF)
The IRS, in Notice 2026-6, has issued a one year extension of the transition period provided in Revenue Ruling 2025-4 for states and employers administering paid family and medical leave (“PFML”) programs with respect to medical leave benefits a state pays to an...
Envestnet 'Intentionally' Destroyed Crucial Evidence, a Judge Has Ruled - Ari Sonneberg, RIABiz, January 5, 2026 (PDF)
Easter Egg Hunts Fuel Homeowner’s Adverse Possession Claim - Denise Chicoine, Massachusetts Lawyers Weekly, December 29, 2025 (PDF)