Topic
Retirement Plans
1,087 published works
Spotlight on Benefits
IRS Clarifies When Retirement Plans Must Be Updated for SECURE and SECURE 2.0
By Mark Rosenfeld, Inés Sosa, Jill Gonterman
Most plan sponsors have treated December 31, 2026, as the deadline for adopting plan amendments under the Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) and…
Fennemore
IRS Updates Retirement Plan Correction Procedures
By Fennemore
On October 22, 2026, the Internal Revenue Service (IRS) issued Revenue Procedure 2026-34, which updates its Employee Plans Compliance Resolution System (EPCRS) guidance for correcting qualified retirement plan errors. The…
The Business of Benefits
Rethinking Compensation for DC Lifetime Income Programs
By Robert Toth
The idea of Lifetime Income programs under defined contribution plans has become well accepted in the retirement plan community. There are numerous studies which show their value, from a retirement…
Hall Benefits Law Blog
Federal Court Grants Partial Dismissal of Claims in Penn State Health Retirement Fund Case
By Anne Hall
A Pennsylvania federal district court judge granted in part and denied in part a motion to dismiss a proposed class action alleging Penn State Health mismanaged its defined-contribution retirement plans.…
Mintz Levin Cohn Ferris Glovsky and Popeo
What Happens When the Last 401k Plan Fiduciary Disappears?
By Mintz Levin Cohn Ferris Glovsky and Popeo
Michelle Capezza was quoted in a Fiduciary News article examining how retirement plans can be properly managed and terminated when a plan sponsor goes out of business or dissolves.Michelle says,…
Hall Benefits Law Blog
Solicitor General Urges Supreme Court to Decline Ruby Tuesday Benefits Suit
By Anne Hall
As the U.S. Supreme Court considers whether to grant a writ of certiorari in a case involving the handling of a chain restaurant’s retirement plan assets in bankruptcy, the U.S.…
Your ERISA Watch
Supreme Court Appears to Favor “Meaningful Benchmark” Test
As expected, we were inundated with cases as the federal courts finished cleaning up their dockets before the September 30 Civil Justice Reform Act deadline. As a result, this week’s…
Beneficially Yours
Webinar: ERISA Litigation in Focus: 2026 Regulatory Shifts, Retirement Plan Cases, and Welfare Plan Challenges
By Ian Morrison, Amanda Genovese, S. Bradley Perkins, Michael Cederoth
Cost There is no cost to attend, however, registration is required. REGISTER HERE Thursday, October 15, 20263:00 p.m. to 4:00 p.m. Eastern2:00 p.m. to 3:00 p.m. Central1:00 p.m. to 2:00…
Spotlight on Benefits
Treasury and IRS Issue Sample Rollover Forms under SECURE 2.0
By Mona Ghude, Kristina Ferris Salamoun
On August 12, 2026, the Treasury Department and the Internal Revenue Service (IRS) released Notice 2026-49, providing the first formal guidance under the SECURE 2.0 Act on simplifying and standardizing…
Your ERISA Watch
Your ERISA Watch – Week of September 30, 2026
The biannual Civil Justice Reform Act reporting deadline is well and truly upon us, as the federal courts hurried last week to get their decisions in by today. As a…