Groom: In Brief

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...

5/5/2026 12:23:30 PM

IRS Releases 2027 Employer Mandate Penalty Amounts

By Katie Amin

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

4/29/2026 1:07:01 PM

Virginia Enacts a Broad Paid Family and Medical Leave Program

By Shanna Cramer Savannah Myers

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

4/16/2026 12:59:56 PM

EBSA Issues Guidance Signaling Continued Shift in ESOP Regulatory Environment

By Lars Golumbic Andrew Salek-Raham Larry Blocho

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

4/9/2026 7:16:41 PM

CMS Exempts HRAs from Part D Creditable Coverage Reporting

By Patrick O'Neil

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

3/30/2026 4:23:23 PM

Do You Have Treasury/IRS Guidance Recommendations?

By Katie Amin

Treasury/IRS recently issued Notice 2026-23, which requests recommendations for the 2026-2027 Priority Guidance Plan (PGP). Treasury/IRS...

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 +2 more...

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. ...

3/6/2026 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...

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