Topic
401(k)
508 published works
Davis+Gilbert PERKS
Employer Wins 401(k) Stable Value Fund Lawsuit
On October 23, 2026, a federal court in Dallas, Texas, threw out a lawsuit against EssilorLuxottica USA Inc. The case is called Eibensteiner v. EssilorLuxottica USA Inc. What Happened? Workers…
Jackson Lewis
Stacey Cerrone Comments on Supreme Court Review of 401(k) Benchmark Standard
Stacey Cerrone Comments on Supreme Court Review of 401(k) Benchmark Standard Stutts, Emily … Tue, 10/13/2026 - 14:18 Stacey Cerrone comments on how the Supreme Court may define a meaningful…
Hall Benefits Law Blog
Federal Court Dismisses Ex-Partner’s 401(k) Suit Against Husch Blackwell
By Anne Hall
A Missouri federal district court judge dismissed a proposed class action lawsuit by a former partner at Husch Blackwell LLP alleging mismanagement and the illegal withholding of contributions to the…
Banking, Finance and Securities
4 Reasons Why A SEP-IRA Could Be The Wrong Plan For a Law Firm Owner
By Frank Rekas
SEP-IRAs are easy to set up. That's exactly the problem. Here's what most law firm owners don't realize about the plan their CPA set up years ago: 1️⃣ Lower contribution…
The Retirement Plan Blog
Automatic Enrollment: Part of Today’s New 401(k) and 403(b) Plan
By Jerry Kalish
Recent legislation now requires that automatic enrollment be part of most new 401(k) and 403(b) Plans. But making it work requires coordination. That coordination starts with understanding how the process…
Roberts Disability Law Blog
Fourth Circuit Affirms Denial of Benefits and Rejects Fiduciary Claim Against Recordkeeper, But Holds Administrative Services Agreement Is a Disclosable Plan Document Under ERISA
In Kelly v. Altria Client Services, LLC, — F.4th —-, 2026 WL 2293854 (4th Cir. Aug. 10, 2026), Plaintiff sought to liquidate his 401(k) account in Altria’s Deferred Profit-Sharing Plan…
Roberts Disability Law Blog
Ninth Circuit Affirms Knowing and Voluntary Waiver of 401(k) Claims but Reverses Summary Judgment on Pension Plan Claims After Finding Triable Issue as to Whether Eligibility Amendment Was Backdated
In Raya v. Barka, No. 25-2394, __ F.4th __, 2026 WL 2168772 (9th Cir. July 28, 2026), Plaintiff sued his former employer, Calbiotech, Inc., several individual defendants, and Calbiotech’s 401(k)…
The CLS Blue Sky Blog
401(k) Plans Are a Poor Fit for Private Market Investing
By Renholding
In a recent comment letter, we take issue with a Department of Labor proposal (the “Proposal”) to create a safe harbor that would facilitate large-scale retail investment in private markets…
Davis+Gilbert PERKS
Recent Court Decision Underscores Need for Consistency in 401(k) Stable Value Fund Documentation
Many 401(k) plans allow participants to invest in a number of funds, including a “stable value” fund. A recent court case, involving Maersk’s 401(k) plan, just decided last week, focused…
Investment Management Regulatory Update
The 401(k) Investment Revolution: What the DOL’s Proposed Alternative Assets Rule Means for Fiduciaries
By Brian Gaj, Agnes Mahung Kolbeck
Alternative assets are nothing new for retirement plans. Defined benefit plans have held private equity, real estate, and commodities for decades, and ERISA itself imposes no restriction on the types…