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...
4/20/2026 12:52:37 PM From PLR to Policy: OPTIONS Act Would Allow Employee Allocation of Employer Contributions Across Tax‑Free Benefits By Katie Amin Rosie Zaklad Michael Kreps On April 15, House Ways and Means Committee members Reps. Greg Steube (R-Fla.) and Suzan DelBene (D-Wash.) introduced a bill, the...
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...
3/17/2026 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. ...
3/6/2026 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...
2/5/2026 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 The U.S. Department of Labor’s Employee Benefits Security Administration ("EBSA") today announced an update to its national enforcement...