Public filings expose voluntary benefits commissions to ERISA litigation risk
Form 5500 data is helping plaintiffs compare broker compensation
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Form 5500 data is helping plaintiffs compare broker compensation
The 6th U.S. Circuit Court of Appeals has held that ERISA preempts state law negligent misrepresentation and promissory estoppel claims brought by out-of-network providers when tho...
ERISA won't protect plan administrators from negligent misrepresentation claims on out-of-network calls
ERISA won't protect plan administrators from negligent misrepresentation claims on out-of-network calls
Axim Fringe Solutions Group pooled client premium and 401(k) funds before siphoning more than $8 million
What Happened: On August 26, 2026, the Seventh Circuit Court affirmed in Central States SE & SW Areas Health & Welfare Fund v. McClain that the Employee Retirement Income S...
Eleventh Circuit overturns ERISA exhaustion rule; DHS finalizes removal of automatic renewal for work permits; AFGE challenges SSA over flexible scheduling policy.
TIAA exec speaks to IBB as new survey shows most employees expect employer plans to offer lifetime income options
One plan sponsor interviewed for the report saw payments associated with the IDR process increase from approximately $3.5 million in 2025 to more than $6 million during the first h...
EBRI's Paul Fronstin on why ICHRAs shift real risk onto employees - and what brokers must do now
Michigan federal judge said plan terms allowed forfeitures to reduce employer contributions when not used for plan expenses
The justices consider what sorts of investment benchmarks plaintiffs have to point to when claiming their retirement savings were directed into imprudent and unnecessarily risky fu...
A single IRS rulemaking governs both DCAP testing and Trump Account contributions. Most brokers are treating them as separate items
Self-funded employers who hold appeal authority over coverage decisions are not bystanders to carrier policy - the Vanderbilt case shows exactly how that position creates direct Ti...
IRS proposed rules open a Section 125 pathway for dependent Trump Accounts, giving benefits advisors an open enrollment season role
More than one in five arbitration rulings are decided by default, and plan sponsors rarely see why
Fully insured group membership fell nearly 7% as Elevance’s self-funded employer book grew to 21 million
A Georgetown University study finds IDR arbitration costs are spiraling - and employers want answers
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