7/27/2026 1:06:01 PM DOL OIG Issues Report on Department's Use of Common Interest Agreements By Andrew Salek-Raham Larry Blocho On June 30, 2026, the Department of Labor’s Office of Inspector General ("OIG") issued a report entitled “DOL Needs Stronger Oversight...
7/22/2026 7:52:20 PM DOL Proposes New Electronic Disclosure Safe Harbor for Group Health Plans By Tamara Killion Today, the U.S. Department of Labor (DOL) issued a proposed rule that would create a new, optional electronic disclosure safe harbor...
7/8/2026 4:26:13 PM Retirement Items on Treasury’s 2026 Regulatory Agenda By Rina Fujii On Friday, July 3, Treasury posted its 2026 regulatory agenda, which includes the following retirement and executive compensation items:...
7/6/2026 1:20:01 PM H&W Items on Treasury's 2026 Regulatory Agenda By Katie Amin On Friday, July 3, Treasury posted its regulatory agenda, which includes the following health and welfare-related provisions: Proposed...
7/2/2026 8:56:00 PM Gift Tax Filing Relief for Trump Accounts By Kim Boberg Elizabeth Dold Rosie Zaklad As the Trump account go-live date approaches, regulatory guidance is arriving on several fronts. On June 29, the IRS issued Revenue...
6/12/2026 12:51:44 PM New Guidance on Expanded IRC Section 4960 Excise Tax: Proposed Regulations Coming Soon By Jeffrey Kroh Alex Freund On June 5, 2026, the Treasury Department and IRS issued IRS Notice 2026-36 (the “Notice”), announcing that proposed regulations under IRC...
6/8/2026 5:04:30 PM Virginia Expands Paid Sick Leave Program to Cover Most Employees By Shanna Cramer Savannah Myers On May 20, 2026, Governor Spanberger signed SB 199/HB 5, a new statewide Paid Sick Leave (“PSL”) program (“Act”). Virginia previously...
5/29/2026 7:53:21 PM Inflation Adjustments Issued for HSAs, HRAs, and Direct Primary Care Service Arrangements ("DPCSAs") By Christine Keller Katie Amin Today, the IRS issued Revenue Procedure 2026-24, which provides inflation adjustments for Health Savings Accounts ("HSAs"), Excepted...
5/15/2026 1:43:02 PM From PLR to Policy: OPTIONS Act Would Allow Employee Allocation of Employer Contributions Across Tax‑Free Benefits By Katie Amin Rosie Zaklad On April 15, House Ways and Means Committee members Reps. Greg Steube (R-Fla.) and Suzan DelBene (D-Wash.) introduced a bill, the...
5/15/2026 1:06:24 PM DOL Offers Enforcement Relief for Paper Statements, But Good Faith Compliance Still Required By Josh Fruto On May 12, 2026, the Department of Labor issued Field Assistance Bulletin 2026-02 (“FAB”), announcing a temporary “non”-enforcement...
5/12/2026 4:51:34 PM Assistant Secretary of Labor Discusses EBSA’s Efforts to Restore Regulatory and Litigation Balance, Including as to ESOPs By Andrew Salek-Raham Larry Blocho On May 8, 2026, Assistant Secretary of Labor Daniel Aronowitz delivered remarks at The ESOP Association’s National Conference in...
5/12/2026 4:51:07 PM 401(k) Plan Defendants Prevail on Forfeiture Claim at Bench Trial By Andrew Salek-Raham Larry Blocho A federal district court issued a mid-trial ruling in favor of the defendants regarding their use of forfeitures in Stephan v. Trader...