Explore Our Latest Insights
Discover Expert Perspectives on Employee Benefit Plans
Dive into our curated content that highlights the latest trends and expert analyses in employee benefit plan audits.
Stay informed with insights from industry leaders.
IRS Issues, Rev. Proc. 2026-30, Application Procedures for Letter Rulings and Nonbank Trustee Approval Letters from IRS Employee Plans
Revenue Procedure (Rev. Proc) 2026-30 modifies the procedures in Rev. Proc. 2026-4, 2026-1 IRB 160, for requesting letter rulings and nonbank trustee approval letters (collectively, Letter Rulings)...
DOL Issues Proposed Rule for Fiduciary Duties in Selecting Designated Investment Alternatives
The U.S. Department of Labor’s Employee Benefits Security Administration issued a proposed regulation that clarifies, and provides a safe harbor for, a fiduciary's duty of prudence under the...
DOL Updates National Enforcement Projects for Employee Benefit Plans
The U.S. Department of Labor’s Employee Benefits Security Administration ("EBSA") recently announced the overhaul of its national enforcement projects for fiscal year 2026. The changes to...
2025 Required Amendments List Issued by the IRS
Notice 2025-60 sets forth the 2025 Required Amendments List (2025 RA List). The Required Amendments List (RA List) applies to individually designed plans qualified under section...
401(k) Limit Increases to $24,500 for 2026
The Internal Revenue Service announced that the amount individuals can contribute to their 401(k) plans in 2026 has increased to $24,500, up from $23,500 for 2025. The IRS also issued technical...
Final Regulations Issued on New Roth Catch-Up Rule
The Department of the Treasury and the Internal Revenue Service issued on September 15, 2025 final regulations addressing several SECURE 2.0 Act provisions relating to catch-up contributions....
Executive Order Issued to Expand Access to Alternative Assets for 401(k) Investors
On August 7, 2025 an executive order was issued which aims to broaden the investment opportunities available to Americans saving for retirement through defined-contribution plans like 401(k)s....
DOL Promotes New On-Line Self-Correction Program
The U.S. Department of Labor (DOL) recently announced several programs designed to help employers, unions, and pension plans voluntarily assess and improve their compliance with federal labor laws....
DOL Files Amicus Brief Supporting Use of Forfeitures to Reduce Employer Contributions
The Department of Labor (“DOL”) has recently filed an amicus brief in the case of Paul Hutchins, plaintiff, versus HP, Inc., defendant, in support of the defendant's use of forfeitures. (Hutchins vs...
You can also check out our latest video content!
