News & Analysis as of

Regulatory Requirements Retirement Plan Employee Benefits

A&O Shearman

UK Pensions: what’s new this week? July 21, 2025

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Welcome to your weekly update from the A&O Shearman Pensions team, covering all the latest legal and regulatory developments in the world of workplace pensions. Mansion House speech - The chancellor gave her second...more

Snell & Wilmer

A Return to Form: Department of Labor Walks Back Crypto Warning for 401(k) Plans

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In Compliance Assistance Release 2025-01 (the “Release”), the Department of Labor (the “Department”) rescinded its prior guidance that cautioned fiduciaries against offering cryptocurrency investments in their retirement...more

A&O Shearman

UK Pensions: What’s new this week? July 7, 2025

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Welcome to your weekly update from the A&O Shearman Pensions team, covering all the latest legal and regulatory developments in the world of workplace pensions. FCA consultation on targeted support: relevance to...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

DOL changes opinion letter program

The Department of Labor just announced that its Employee Benefits Security Administration (EBSA) is giving its opinion letter program a much-needed facelift. For those of us who’ve been around the retirement plan block a few...more

A&O Shearman

UK Pensions: What's new this week? 30 June, 2025

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Welcome to your weekly update from the A&O Shearman Pensions team, covering all the latest legal and regulatory developments in the world of workplace pensions....more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Fidelity adds student match program

The 401(k) world has long been a place where innovation comes with a compliance manual and where “benefits” are often tied up in strings long before they reach employees. But sometimes, a change comes along that feels like a...more

A&O Shearman

UK permanently exempts UK and EEA pension schemes from the derivatives clearing obligation

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The Pension Fund Clearing Obligation Exemption (Amendment) Regulations 2025 (SI 2025/670) have been published, alongside an explanatory memorandum. The regulations amend the UK version of Regulation 2012/648 (UK EMIR) and...more

Stikeman Elliott LLP

Commu(nica)ted Value: The Québec Superior Court Provides Guidance to Pension Plan Administrators and Employers

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A recent Québec Superior Court decision (Bernard c. Association de bienfaisance et de retraite des policiers et policières de la Ville de Montréal (“Bernard”)) highlights the importance of clear communications with pension...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Don’t Hire Your Payroll Provider As Your 401(k) TPA

I f you’re thinking of hiring your payroll provider to also serve as your 401(k) plan’s third-party administrator (TPA), stop. Think again. Then think again harder. I’ve been an ERISA attorney for more than 25 years. In that...more

Holland & Knight LLP

Responsabilidades para la cotización de aportes al Sistema de Seguridad Social en Colombia

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El artículo 21 de la Ley 2381 de 2024, inicialmente estableció que el contratante respondería por la cotización de aportes al Sistema General de Pensiones de sus contratistas en Colombia. No obstante, el Decreto 514 de 2025...more

Epstein Becker & Green

Hot Topics in Employee Benefits: A Primer for In-House Lawyers

“ERISA, you’ll need a lawyer for that.” Our practice group’s tagline is meant to be a shorthand for the alphabet soup of laws that apply to employee benefits, including the Employee Retirement Income Security Act (ERISA)....more

Jackson Lewis P.C.

New DOL/EBSA Opinion Letter Program Offers A Path to Clarity for Plan Sponsors

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On June 2, 2025, the U.S. Department of Labor (DOL) announced a significant expansion of its compliance assistance tools by launching an Opinion Letter Program across five key enforcement agencies, including the Employee...more

Mayer Brown

DB Pension Endgame Options – Pensions Regulator Guidance

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The Pensions Regulator (TPR) has published guidance for trustees on new models and options for DB and hybrid pension schemes. While some of these are endgame options, the guidance also covers options for improving financial...more

Mayer Brown

The Pensions Brief: June 2025

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ISSUES AFFECTING ALL SCHEMES - MARKET VOLATILITY – PENSIONS REGULATOR REPORT - The Pensions Regulator (TPR) has published a market oversight report on market volatility and what trustees should do, which sets out how...more

Proskauer - Employee Benefits & Executive...

DOL Rescinds 2022 Guidance Cautioning Against 401(k) Plan Investments in Cryptocurrencies

On May 28, 2025, the Department of Labor (“DOL”) issued Compliance Assistance Release No. 2025-01 which rescinds the DOL’s prior Compliance Assistance Release No. 2022-1 which had warned 401(k) plan fiduciaries against adding...more

A&O Shearman

UK Pensions: Joint DB & DC trustee agenda update—June 2025

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Welcome to our monthly update on current legal issues for trustees of DB and hybrid pension schemes, designed to help you stay up to date with key developments between trustee meetings and to support the legal update item on...more

Mayer Brown

The Pensions Brief: May 2025

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ISSUES AFFECTING ALL SCHEMES - PENSIONS DASHBOARDS – PREPARATIONS FOR CONNECTION - As part of its campaign to get the pensions industry “dashboards-ready”, the Pensions Regulator (TPR) has released a series of short...more

BCLP

SEC Staff Updates Rule 10b5-1 Interpretations

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The SEC staff recently published updates to its interpretations (CDIs) for Rule 10b5-1 – the insider trading exemption for pre-established trading plans....more

A&O Shearman

UK Pensions: What’s new this week? May 6, 2025

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Welcome to your weekly update from the A&O Shearman Pensions team, covering all the latest legal and regulatory developments in the world of workplace pensions. TPR publishes annual funding statement - The Pensions...more

Carlton Fields

Contingent Deferred Annuities: Time for Renewal?

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Contingent deferred annuities (CDAs) represent an interesting approach to securing lifetime income but have struggled for recognition in the marketplace since their introduction more than a decade ago. Recent developments,...more

Mayer Brown

DB Pension Scheme Funding – Pensions Regulator 2025 Funding Statement

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The Pensions Regulator (TPR) has published its 2025 funding statement. It is targeted at DB schemes undergoing valuations with effective dates between 22 September 2024 and 21 September 2025. However, it is relevant to all DB...more

A&O Shearman

UK Pensions: what’s new this week - April 28, 2025

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Welcome to your weekly update from the A&O Shearman Pensions team, covering all the latest legal and regulatory developments in the world of workplace pensions....more

Littler

Seventh Circuit Places Limits on Employers’ Withdrawal Liability from Certain Multiemployer Plans

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On April 24, 2025, the Seventh Circuit upheld a Northern District of Illinois decision requiring a multiemployer pension plan to exclude the employers’ post-2014 rehabilitation plan contribution rate increases from the...more

A&O Shearman

Pensions: Joint DB & DC trustee agenda update - May 2025

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Welcome to our monthly update on current legal issues for trustees of DB and hybrid pension schemes, designed to help you stay up to date with key developments between trustee meetings and to support the legal update item on...more

Hogan Lovells

Defined contribution (DC) small pots: Report

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On 24 April 2025, the DWP published a Report by the Small Pots Delivery Group, setting out the Group’s detailed recommendations for a system of compulsory consolidation of small defined contribution (DC) pots, plus the...more

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