Groom: In Brief

In the past few years, several cases have been filed against ESOP fiduciaries who allegedly invested employer contributions in an ESOP's...

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

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...

On February 3, 2026, a federal court in Missouri granted a motion to dismiss a tobacco premium surcharge lawsuit. This is the second time...

Several cases have been filed challenging the investment decisions concerning non-company stock assets held in employee stock ownership...

Today is HSA Day, a day created to promote the benefits of HSAs!  As HSA enthusiasts, we are happy to join in on the celebration with...

A recent Eleventh Circuit decision is worth noting for employers that sponsor SERPS and other “top hat” plans that provide annuity and...

Plaintiffs have filed more than 40 lawsuits against employer health plans that impose a tobacco surcharge.  We anticipate that plaintiffs...

On this day 51 years ago, President Gerald Ford signed the Employee Retirement Income Security Act ("ERISA") into law.   Groom's story...