Groom: In Brief

Great news for retirement plan participants who wish to make charitable distributions directly from their qualified plan accounts!  A...

On April 15, House Ways and Means Committee members Reps. Greg Steube (R-Fla.) and Suzan DelBene (D-Wash.) introduced a bill, the...

IRA providers, like qualified plan sponsors, were required to update their IRA documents for SECURE Act 1.0/2.0 by December 31, 2026,...

On May 12, 2026, the Department of Labor issued Field Assistance Bulletin 2026-02 (“FAB”), announcing a temporary “non”-enforcement...

On May 8, 2026, Assistant Secretary of Labor Daniel Aronowitz delivered remarks at The ESOP Association’s National Conference in...

A federal district court issued a mid-trial ruling in favor of the defendants regarding their use of forfeitures in Stephan v. Trader...

On May 4, the IRS released the 2027 employer mandate penalties under Code section 4980H. These amounts are indexed each year, and for...

On April 22, 2026, the Virginia General Assembly passed, and Governor Spanberger signed (following the acceptance of gubernatorial...

On April 14, 2026, the Employee Benefits Security Administration (“EBSA”) issued Field Assistance Bulletin (“FAB”) No. 2026-01. The new...

The Centers for Medicare & Medicaid Services (“CMS”) issued a final rule (“Final Rule”) on April 2, 2026 that would remove the...

A federal court granted summary judgment to all defendants in Shipp v. Central States Manufacturing, Inc., No. 5:23-cv-05215 (W.D. Ark.),...

On March 20, a federal court in Ohio dismissed a tobacco premium surcharge lawsuit in its entirety for failure to state a claim.  This...