Topic
401(k)
508 published works
Ogletree Deakins Insights
Executive Order Opens Door to Alternative Assets in 401(k)s: Key Considerations for Plan Fiduciaries
By By: Karen N. Brandon, Stephen M. Park
Quick Hits President Trump’s executive order directs the DOL to revisit its guidance on alternative assets in 401(k) plans and coordinate with other regulators to expand investment options. If the…
Davis+Gilbert PERKS
Courts Revisit Use of Forfeitures in 401(k) Plans
Litigation regarding a 401(k) plan’s use of forfeitures continues, but this time some good news to report. Earlier this week, a district court dismissed, with prejudice, a plaintiff’s proposed class…
Boston ERISA & Insurance Litigation Blog
What the Ninth Circuit’s Decision in Intel Tells Us About the Fiduciary Risks of Adding Private Equity Options to 401(k) Plans
Many commentators are suggesting that the recent executive order and the directive for regulatory action towards adding private equity and other alternative assets to 401(k) plans does not mean that…
Hall Benefits Law Blog
President Signals Policy Shift with High Stakes for 401(k) Plans
By Anne Hall
By Anne Tyler Hall and Samuel Krause. Hall Benefits Law practitioners discuss practical and strategic takeaways for plan sponsors after the executive order was issued directing federal agencies to broaden…
The CLS Blue Sky Blog
Cleary Gottlieb Discusses Executive Order Promoting 401(k) Access to Alternative Assets
By Elizabeth Dyer, Michael Albano, Alan Levine, Emily Alfano, Julia Rozenblit
On August 7, 2025, the Trump Administration released the heavily anticipated Executive Order, “Democratizing Access to Alternative Assets for 401(k) Investors” (the “Executive Order”), which represents a significant development and…
Boston ERISA & Insurance Litigation Blog
Trump Administration Executive Order on Adding Private Equity Investments to 401(k) Plans
The big story in retirement investing is now the Trump administration's push to have private equity investments added into 401(k) plans. This isn't really a new story, as I have…
Compensation & Benefits Blog
Trump Signs Executive Order Directing the DOL and SEC to Facilitate 401(k) Plan Access to Alternative Assets
By Adam Scoll, Ira G. Bogner, Robert Projansky, Seth Safra
On August 7, 2025, President Trump signed an executive order entitled “Democratizing Access to Alternative Assets for 401(k) Investors” (the “Executive Order”), which directs the Department of Labor (the “DOL”)…
Hall Benefits Law Blog
Judge Approves Historic $69M Settlement in UnitedHealth 401(k) Suit
By Anne Hall
A federal judge has given final approval to a historic $69 million settlement in a class action lawsuit over UnitedHealth Group’s 401(k) plan. The plaintiffs alleged that UnitedHealth violated their…
Boston ERISA & Insurance Litigation Blog
Measure Twice and Cut Once: Me, Law360 and Private Equity in 401(k) Plans
This is a very nice, well-balanced article by Kellie Mejdrich of Law360 on the question of adding private equity investments into 401(k) plans. I am quoted in it not so…
Hall Benefits Law Blog
Court Rules 401(k) Plan Fiduciaries Must Repay Over $100,000 Within 60 Days
By Anne Hall
The Court has issued a memorandum opinion in Micone v. iProcess Online, Inc., 2025 WL 1158885 (D. Md. 2025), which concerns the mishandling of 401(k) participant contributions. After an investigation into the…