3/18/2026 1:36:44 PM IRC Section 4960: Did the IRS Get It Wrong in 2017? By Jeffrey Kroh Last month, the IRS released GLAM 2026-001 clarifying that applicable tax-exempt organizations ("ATEOs") cannot escape the IRC Section...
3/17/2026 2:01:10 PM Court Stays the Updated Childhood Vaccine Recommendations By Katie Amin Lisa Campbell Michelle Koltov On March 16, U.S. District Judge Brian E. Murphy issued a 45-page order in American Academy of Pediatrics v. U.S. Department of Health...
3/13/2026 6:33:06 PM Retirement and Health & Welfare Compliance Deadlines for Second Half of March By Christine Keller Katie Amin Elizabeth Drake Rosie Zaklad Tamara Killion +2 more... Show less The proverb “March comes in like a lion and goes out like a lamb” refers to typical March weather, which improves as the month goes on. ...
3/9/2026 4:52:37 PM Trump Accounts Get First Round of Proposed Regulations By Elizabeth Dold With the July 4th launch of Trump accounts just a few months away, guidance cannot come soon enough. On March 6th, IRS released two...
3/6/2026 3:07:54 PM IRS Requests Comments on the Burden of External Review's Information Collection By Katie Amin On March 4, the IRS issued an information collection request under the Paperwork Reduction Act ("PRA") regarding the ACA's external...
2/27/2026 2:48:08 PM CMS Releases Key 2027 Plan Year Guidance and Instructions for Issuers By Michelle Koltov Each year, CMS issues key documents that issuers rely on to develop plans and rates for the upcoming plan year. This week, CMS released...
2/5/2026 2:36:09 PM Second Tobacco Premium Surcharge Case Dismissed By Kara Petteway Wheatley On February 3, 2026, a federal court in Missouri granted a motion to dismiss a tobacco premium surcharge lawsuit. This is the second time...
1/21/2026 8:25:48 PM Updated Model Rollover Notice Is Here By Elizabeth Dold In Notice 2026-13 (the “Notice”), IRS gives us an updated model 402(f) rollover notice for qualified plans (replacing Notice 2020-62)...
1/21/2026 5:51:39 PM Annual IRS Revenue Procedures Are Out By Elizabeth Dold Each year, the IRS updates Revenue Procedures (Rev. Proc. 2026-1 through Rev. Proc. 2026-7) for policies and procedures applicable to...
1/16/2026 10:56:13 PM SEC Order a Reminder on Importance of Advisory Compliance Programs By Lee Antone Caitlin Onomastico A recently announced SEC cease and desist order that included a $150,000 penalty reiterates the importance the SEC places on registered...
1/15/2026 9:55:59 PM Hot Off the Press! DOL's 2026 Enforcement Priorities By Viv Hunter Turner The U.S. Department of Labor’s Employee Benefits Security Administration ("EBSA") today announced an update to its national enforcement...
1/14/2026 4:03:40 PM Supplemental Benefits Are The New Target For Excessive Fee Lawsuits By Christine Keller Viv Hunter Turner Plaintiffs’ attorneys who bring excessive fee class action lawsuits under ERISA have found a new target – supplemental benefits, such as...