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...
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...
3/31/2026 2:11:25 AM ESOP Sponsor & Trustee Defeat Novel Releveraging Lawsuit By Lars Golumbic Andrew Salek-Raham Larry Blocho A federal court granted summary judgment to all defendants in Shipp v. Central States Manufacturing, Inc., No. 5:23-cv-05215 (W.D. Ark.),...
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...
10/1/2025 7:05:34 PM The Department of Labor's Shutdown Plan By Viv Hunter Last Friday, the Department of Labor ("DOL") released a plan for its operations in the event of a shutdown. The plan indicates that...
9/19/2025 2:50:17 PM Senate Confirms Aronowitz to Lead DOL's Employee Benefits Security Administration By Viv Hunter In a 52-47 vote, the U.S. Senate confirmed Daniel Aronowitz as assistant secretary to oversee DOL's Employee Benefits Security...