News & Analysis as of

Retirement Plan Providers Defined Benefit Plans

Hogan Lovells

HL UK Pensions Law Digest 11 August 2025

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A bite-sized summary of recent UK pension news Welcome to our latest update, in which we cover: Pensions Regulator: successful action to boost scheme funding Enforcement action by TPR, combined with a ruling from the...more

Williams Mullen

PODCAST: Williams Mullen's Benefits Companion - What the J&J Case Means for Plan Administrators

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On this episode of Williams Mullen's Benefits Companion, host Brydon DeWitt discusses a recent ERISA class action case, Lewandowski v. Johnson & Johnson et al., that is a wake-up call for plan fiduciaries managing health and...more

Williams Mullen

PODCAST: Williams Mullen's Benefits Companion - Understanding Fees in Retirement Planning

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On this episode of Williams Mullen's Benefits Companion, host Brydon DeWitt is joined by Ali Pino, a principal and retirement plan consultant with Spherient Advisors, who explains what plan fiduciaries need to understand...more

Faegre Drinker Biddle & Reath LLP

Use of Forfeitures in Qualified Retirement Plans

On February 27, 2023, the IRS and the Department of Treasury published proposed regulations regarding the use of forfeitures in qualified retirement plans. If finalized, the proposed rule will be effective for plan years...more

Nossaman LLP

Podcast: What Public Retirement Systems Need to Know Now About Changes to Actuarial Standard of Practice No. 4

Nossaman LLP on

On February 15, 2023, changes to Actuarial Standard of Practice (ASOP) No. 4 will be effective, and defined benefit plans will need to comply with these new rules in all actuarial funding valuations with measurement dates...more

Groom Law Group, Chartered

[Webinar] SECURE 2.0 and Defined Benefit Plans - March 1st, 2:00 pm - 2:30 pm EST

With its more than 90 retirement provisions, SECURE 2.0 has set out to improve the retirement system and increase retirement savings. Notably, included are measures to improve upon the handling of defined benefit plans. Here,...more

Groom Law Group, Chartered

[Webinar] SECURE 2.0 for Fiduciaries - February 23rd, 2:00 pm - 2:30 pm EST

The 7th edition of our SECURE 2.0 webinar series will focus on the bill’s provisions that cover investments, PEPs, pension risk transfers, disclosures, and a number of other topics that are relevant to fiduciaries....more

McDermott Will & Schulte

[Webinar] SECURE 2.0 Takes Second Bite at Retirement Security - January 25th, 12:00 pm - 1:00 pm CST

Join partners from McDermott’s Employee Benefits team as they discuss the impact of the recently passed SECURE 2.0 Act of 2022. With over 90 changes to retirement plans and individual retirement accounts (IRAs), this webinar...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Multiple plans? Pick one TPA

Call me crazy, but I think less is more. If you have a 401(k) plan and another plan (usually a defined benefit or cash balance plan), there may be reasons why you would want multiple third-party administrators (TPAs)....more

Holland & Knight LLP

Circuit Courts of Appeal Uphold Dismissal of 401(k) Fee Challenges Post-Hughes

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Following the U.S. Supreme Court's decision in Hughes v. Northwestern University, courts around the country continue to articulate the pleading requirements for a breach of duty of prudence claim under the Employee Retirement...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Cutting Edge is usually Over The Edge

After 23 years in the retirement plan business, one thing that stands out is that plan providers are on the cutting edge are usually over the edge....more

Williams Mullen

PODCAST: Williams Mullen's Benefits Companion - Back to the Future: SECURE Act and SECURE Act 2.0

Williams Mullen on

On this episode of Williams Mullen's Benefits Companion, host Brydon DeWitt is joined once again by Nichole Labott, Managing Director at SageView Advisory Group, to reflect upon a time before COVID-19, when the monumental...more

Snell & Wilmer

2020 End of Year Plan Sponsor “To Do” List (Part 2) Annual Cost of Living Adjustments

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As 2020 comes to an end, we are happy to present our traditional End of Year Plan Sponsor “To Do” Lists. We are publishing our “To Do” Lists in four separate Employee Benefits Updates. Part 1 covered year-end health and...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Experience could mean many things

I always talk about how plan sponsors need to work with experienced financial advisors, third party administration (TPA) firms, and ERISA attorneys on their plan needs. Like with reasonable fees, I believe that the term...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

The Inefficient Plan Design

When you start fixing up the house (for me, a never-ending battle) and replacing appliances or items like the front door or the roof (that was me last week), you realize that the replacements are more energy efficient....more

Groom Law Group, Chartered

SECURE Act Testing Relief for Closed/Frozen Defined Benefit Plans

In recent years, many defined benefit (“DB”) pension plan sponsors have taken action to limit ongoing coverage and benefit accruals of their DB plans.  Over time these plans may have difficulty continuing to satisfy the...more

Groom Law Group, Chartered

Year-End Challenges and Opportunities: Congress Passes SECURE Act, Caddy Tax Repeal, and More

On Thursday, December 19, the Senate passed two spending bills to fund the government through September 30, 2020, one of which (H.R. 1865, the “Further Consolidated Appropriations Act of 2020” or the “Act”) contains the...more

Hutchison PLLC

Qualified Retirement Plans Utilized by Startups and Early Stage Companies

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Many employers feel it is necessary, as part of a competitive recruitment process, to adopt a tax qualified retirement-savings plan for employees. Here are some forms of tax qualified retirement plans early stage companies...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Beware of Insurance Brokers Masked as TPAs

A friend of mine who is a financial advisor asked me about a third party administration (TPA) firm that is actually about a village over from where I live in Long Island. My friend has this prospect with a defined benefit...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

You can say no

I always believe that regardless of whether it’s business or in regular day-to-day life, that you can’t be everything for everybody. Being honest with that is only half the battle. A lot of times, I met folks who are...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Beer and the Payroll Provider TPA

I’m a beer snob and I’m proud of it. I like the taste of beer and I’m not going to waste my time, money, and calories on a mass-produced inferior product like Budweiser, Bud Light, Coors, and Miller. I would rather drink...more

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