News & Analysis as of

Benefit Plan Sponsors

Bricker Graydon LLP

Is Your Correction Playbook Ready?

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Football and plan corrections are often on my mind this time of the year. As the Bengals kick off their season, late summer is also the time when we receive an influx of questions from plan sponsors regarding correcting...more

Ogletree, Deakins, Nash, Smoak & Stewart,...

Regulation Adds Privacy Protections for Patient Records on Substance Use Disorders

Entities regulated by the Health Insurance Portability and Accountability Act of 1996 (HIPAA), including employer-sponsored health plans, have until February 16, 2026, to comply with additional privacy protections for patient...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Don’t Go Into Business for Yourself: A Pro Wrestling Take on Compliance for 401(k) Plan Sponsors

I n the squared circle of the retirement plan world, plan sponsors are the promoters, the bookers, and, at times, they feel like the main-event talent. But if there’s one piece of advice I’ve given more than any other over...more

Ropes & Gray LLP

[Podcast] Expanding Access to Alternative Investments in ERISA Plans—Litigation Risks and Practical Considerations

Ropes & Gray LLP on

On this Ropes & Gray podcast, ERISA and benefits partner Sharon Remmer is joined by litigation & enforcement partners, Amy Roy and Dan Ward, to discuss President Trump’s recent Executive Order that directs the U.S. Department...more

Williams Mullen

2025 Annual Employee Benefits Compliance Checklist: General Counsel of Tax-Exempt and Governmental Entities

Williams Mullen on

Plan administrators and counsel should review key issues with respect to employee benefit plans and executive compensation arrangements, confirm actions to be taken before the end of 2025, and focus on what to expect for...more

Williams Mullen

2025 Annual Employee Benefits Compliance Checklist: Plan Administrators of Governmental and Church Plans

Williams Mullen on

Plan administrators and counsel should review key issues with respect to employee benefit plans and executive compensation arrangements, confirm actions to be taken before the end of 2025, and focus on what to expect for...more

Williams Mullen

2025 Annual Employee Benefits Compliance Checklist: Corporate Counsel

Williams Mullen on

Plan administrators and counsel should review key issues with respect to employee benefit plans and executive compensation arrangements, confirm actions to be taken before the end of 2025, and focus on what to expect for...more

Williams Mullen

2025 Annual Employee Benefits Compliance Checklist: Plan Administrators of Plans Covered by ERISA

Williams Mullen on

Plan administrators and counsel should review key issues with respect to employee benefit plans and executive compensation arrangements, confirm actions to be taken before the end of 2025, and focus on what to expect for...more

Haynes Boone

Check Your Plans’ Forms 5500 and Check Them Twice!

Haynes Boone on

For calendar-year employee benefit plans, the extended deadline for filing the 2024 Forms 5500 is coming up on October 15, 2025. Accordingly, plan sponsors filing under the extended deadline will be reviewing draft Forms 5500...more

Blake, Cassels & Graydon LLP

Plan for Success: Navigating Pension De-Risking

In this episode of the Blakes Sound Business podcast, Blakes Partners Bonny Murray and Jeff Sommers discuss essential strategies for de-risking registered pension plans. Learn about buy-in and buy-out annuity contracts,...more

Bodman

Sixth Circuit Rules that Pension Fund Did Not Properly Calculate Withdrawal Liability

Bodman on

When an employer has an obligation to contribute to a multiemployer pension fund, and the fund is underfunded (a deficit between assets and future projected payout obligations), an employer who ceases to have an obligation to...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Forfeit This! What 401(k) Plan Sponsors Need To Know About Forfeitures

One of my favorite movie scenes is from Donnie Brasco. You’ve got Al Pacino’s character, Lefty, leading his crew around Brooklyn, smashing open city parking meters with sledgehammers for a few dollars in dimes. The visual is...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Sentara Healthcare and the Perils of Fiduciary Oversight

When it comes to retirement plan litigation, the common theme I’ve noticed over the years is that lawsuits rarely die in the early rounds. A fiduciary’s best hope is to win on summary judgment or at trial, but a motion to...more

Holland & Hart - The Benefits Dial

Some Beach … Fiduciary Considerations As Recordkeeper Sued For Misusing 401(k) Participant Data

A proposed class action lawsuit filed against Empower last month highlights the importance for 401(k) plan fiduciaries to carefully negotiate their services agreements with recordkeepers and other services providers. The...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Bank of America’s Forfeiture Case Survives Motion to Dismiss

One of my favorite movie scenes in Donnie Brasco is when Lefty and the crew bust open city parking meters for dimes because they’ve got to make their weekly nut. Sometimes, I feel like ERISA litigation is the same thing,...more

Haynes Boone

A Plan Document a Day Keeps the Physician Lawsuits Away

Haynes Boone on

Physicians generally do not have direct standing to bring a claim for benefits under an ERISA group health plan. Rather, a physician’s standing derives from the patient’s status as a plan participant and must be assigned....more

Mayer Brown

Virgin Media – Details of Legislative "Fix" Published

Mayer Brown on

The government has published amendments to the Pension Schemes Bill that set out the proposed legislative “fix” for issues arising out of the Virgin Media case. The legislation will enable trustees to obtain retrospective...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Private Markets in 401(k) Plans: An Opportunity or a Pandora’s Box?

A new Empower survey has made some waves in the retirement plan industry. According to their July 2025 survey, a striking 68% of advisors already use private market investments—things like private equity, private credit, and...more

Mayer Brown

Revisiting the State of the Law in ERISA Forfeitures Cases

Mayer Brown on

On July 14, 2025, we published a detailed Legal Update describing the state of the law with respect to the ongoing wave of ERISA forfeiture lawsuits. This Legal Update analyzes the material developments that we have seen over...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Trump Accounts: What Employers Need to Know

When Congress passes a bill with a title like the “One Beautiful Bill,” you can already guess who had their fingerprints on it. Out of this legislation comes the so-called Trump Account, a new hybrid savings vehicle that sits...more

Morgan Lewis - ML Benefits

Preparing for a Successful Annual Benefits Enrollment

Annual benefits enrollment, which for many companies will be in the coming months, typically lasts one to two weeks, but the preparation process begins several months in advance. For human resources (HR) and benefits teams,...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

The DOL is Right to Scrap the Annuity Safe Harbor

The Insured Retirement Institute (IRI) is once again carrying water for the annuity industry, this time urging the Department of Labor to retain a regulatory safe harbor that’s already obsolete. The safe harbor in question,...more

Keating Muething & Klekamp PLL

Benefits Monthly Minute - August 2025

The August Monthly Minute brings you the latest guidance on ERISA retirement plan investment in alternative assets and highlights a recent ruling in mental health parity nonquantitative treatment limitation (NQTL) litigation....more

Williams Mullen

[Hybrid Event] 2025 Benefits Forum: Benefit Trends for a Resilient Workforce - September 25th, Richmond, VA

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Join Williams Mullen for our hybrid 2025 Benefits Forum, where our attorneys will examine how emerging trends and recent legislative developments have created new opportunities for employers to design benefits that meet the...more

Holland & Hart - The Benefits Dial

One Too Many … Employer Considerations Following New Lawsuit Challenging Employer Providing Health Plan Options

A recently filed lawsuit against Northwestern University and its health plan fiduciaries raises novel claims that could be problematic for employers that offer multiple medical benefit options, if the suit gains traction. The...more

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