PRECEDENTIAL UNITED STATES COURT OF APPEALS FOR THE THIRD CIRCUIT ____________ No. 25-2084 ____________ MARK L. JUSTMAN, Individually and as Executor of the Estate of Karen A. Justman, Appellant v. ACCENTURE LLP; PRUDENTIAL INSURANCE COMPANY OF AMERICA ____________ On

See how data can reveal retirement readiness gaps and inform strategies that drive engagement, improve savings behavior and deliver better outcomes.

In new Aspen Institute Financial Security Program cross-sector brief, industry leaders explore a new standard for retirement security; advocate for elimination of systemic barriers to professional advice

The BTI Client Service A-Team ranking is the only law firm ranking based solely on objective feedback from corporate counsel regarding client service performance. The recognition reflects Groom’s continued focus on delivering responsive, practical counsel and exceptional client service to organizations across the emplo…

New collective investment trust series allows participants to build guaranteed lifetime income throughout working years; plan sponsors and advisors a scalable way to add retirement income into existing plan structures

Guidance today clarifies that employer contributions to Trump Accounts generally will not trigger ERISA coverage, providing employers with greater certainty as the new tax-advantaged savings program for children prepares to launch July 4

Your benefits committee just wrapped up its quarterly meeting. Someone asks whether Copilot or another AI transcription tool can handle the minutes. Meanwhile, your HR director wants to know whether in-house counsel should formally join the committee — or just attend. Getting the answers wrong may have real consequence…

New program puts retirement plan advisors in the “best possible position” to evaluate all suitable investment options, ARA’s Graff says

As a reminder, plan administrators of calendar year ERISA plans must distribute a Summary of Material Modifications (“SMM”) to participants and beneficiaries by July 29 of this year if the plan had a material modification or a change in the required information in the plan’s Summary Plan Description (“SPD”) during the …

The Pension Benefit Guaranty Corporation (PBGC) is proposing technical corrections, clarifications, and improvements to the restrictions and conditions in its regulation on special financial assistance. These changes would clarify (a) the permissibility of investing special financial assistance in certain securities an…

This month's briefing covers the launch and federal suspension of Anthropic's Mythos 5, as well as various cybersecurity, safety, and fairness concerns addressed by the Trump administration, New York State, Illinois, Colorado, Connecticut, ...

I was recently talking with a business owner about whether an ESOP made sense for his company, and he asked a great question: Am I smart or crazy to even consider this? Honestly, that’s exactly the right place to start.... By: Foster Swift Collins & Smith

However, the HR organization’s latest annual employee benefits survey also revealed greater investment in menopause- and pet-related benefits, analysts said at SHRM26.

The Departments of Labor (“DOL”), Health and Human Services (“HHS”), and Treasury (collectively, the “Departments”) jointly proposed a rule (the “Proposed Rule”) creating a new category of "excepted fertility benefits" — a limited excepted benefit generally exempt from the market requirements imposed by the Health Insu…

Notable leave developments are coming to Virginia. The state has enacted a significant expansion of its existing paid sick leave law—which presently only applies to home health workers—to all employees statewide. In addition, under the state’s new Paid Family Medical Leave Insurance program, employees will be eligible …

Virginia recently enacted HB 5, a paid sick leave (PSL) law, requiring all commonwealth employers to provide paid sick leave on a phased schedule beginning July 1, 2027. Employees will accrue up to 40 hours of PSL annually.... By: Cooley LLP

Chicago Refines Paid-Leave Rules Stephanie Mills-Gallan, Sebastian Chilco and Jill Lowell discuss Chicago’s revised Paid Leave and Paid Sick and Safe Leave Ordinance, which provides clarifications regarding employer liability and employee use of leave. SHRM View (Subscription required) [email protected] Wed, 06/17/2…

On May 6, Katten hosted its annual program, "Family Office Compensation and Talent: 2026 Trends and Planning," bringing together leaders from Botoff Consulting, Mack International and Katten's own Family Offices and Employee Benefits and Executive Compensation practices. The insights below emerged from recent market su…

When a company is preparing for a sale, transaction-based incentives can be an effective way to recognize and retain key employees. In practice, these incentives generally fall into two categories—equity and non-equity (cash)—and the right approach depends on several factors, including timing, the employee population y…

The U.S. Department of Labor (DOL) recently issued proposed regulations establishing a new prudence safe harbor for fiduciaries selecting designated investment alternatives for participant-directed retirement plans. The proposed rules, issued pursuant to Executive Order 14330, reflect the DOL’s view that litigation ris…

We have all been there. Whether it involves a birthday or a business meeting, everyone knows the feeling of scrambling to remember an important date. In the world of benefit plan notices, dates matter too. The small date imprinted in black ink on the corner of an envelope may dictate whether a tax return, important fil…

New pooled employer plan combines FuturePlan's administrative and fiduciary services with Voya's recordkeeping platform, Mesirow as 3(38)

“Maybe the juice isn’t worth the squeeze,” a senior consultant and actuary at Mercer said.

A larger behavioral health network doesn’t guarantee better mental health or SUD access ― see what drives effective MH/SUD care for plan sponsors.

Executive protection is no longer reserved for heads of state. As public scrutiny and threats against corporate leaders intensify, more companies are paying for residential security systems, bodyguards, private air travel, secure ground transportation, and cybersecurity for senior executives. While many companies initi…

Today's blog shares best practices for benefits professionals to use data analytics to enhance employee satisfaction, productivity and engagement. The post Data Analytics for Benefits Professionals: Seven Best Practices appeared first on Word on Benefits .