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Today, President Trump issued an Executive Order directing the creation of a federal marketplace for IRAs. The Administration intends to...
Groom: In Brief
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On April 15, House Ways and Means Committee members Reps. Greg Steube (R-Fla.) and Suzan DelBene (D-Wash.) introduced a bill, the...
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On April 14, 2026, the Employee Benefits Security Administration (“EBSA”) issued Field Assistance Bulletin (“FAB”) No. 2026-01. The new...
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A federal court granted summary judgment to all defendants in Shipp v. Central States Manufacturing, Inc., No. 5:23-cv-05215 (W.D. Ark.),...
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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. ...
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With the July 4th launch of Trump accounts just a few months away, guidance cannot come soon enough. On March 6th, IRS released two...
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In Notice 2026-13 (the “Notice”), IRS gives us an updated model 402(f) rollover notice for qualified plans (replacing Notice 2020-62)...
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Each year, the IRS updates Revenue Procedures (Rev. Proc. 2026-1 through Rev. Proc. 2026-7) for policies and procedures applicable to...
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A major benefit consulting firm recently announced that the funded status of the largest corporate pension plans significantly increased...
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A new exception from the additional 10% tax for early distributions from defined contribution plans (including 403(b) and 457(b) plans)...
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The IRS issued its annual Required Amendment List ("RAL"), Notice 2025-60, that provides the deadline for certain law changes that impact...
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The IRS issued initial guidance regarding how Trump accounts work. As a reminder, Trump accounts, created under the One Big Beautiful...