Compliance Archives - Page 3 of 12

What Employers Need to Know About Trump Accounts

Amanda Wilke, CEBS

30 Sep 202530 Sep 2025

Today’s blog discusses the main points employers should know when considering whether to contribute to “Trump Accounts”, including account eligibility, employer contributions, plan document requirements, eligible investments and nondiscrimination rules.

401(k) Plans Compliance Defined Contribution (DC) Plans DOL Employee Benefits Investments Regulatory Retirement U.S.

Alternative Assets for DC Plans

Kathy Bergstrom, CEBS

18 Sep 202529 Sep 2025

Participants in defined contribution (DC) plans may have more access to several types of alternative investments under an executive order issued by President Trump in August.

Home, budget and couple on couch, laptop and planning for investment, review savings and accounting. Apartment, man and woman on sofa, documents for taxes and mortgage reminder with report for income

401(k) Plans Compliance Defined Contribution (DC) Plans DOL Employee Benefits ERISA Investments Regulatory Retirement U.S.

Expanding 401(k) Investment Choices With Alternative Asset Allocation Funds

Jenny Gartman, CEBS

16 Sep 202529 Sep 2025

An executive order signed in August may give 401(k) participants more access to investment strategies under which a portion of their contributions are allocated to alternative assets, offering them the opportunity to accumulate more money in their retirement accounts.

Canada Compliance Employee Benefits Pensions Regulatory

So, What Is a Fiduciary?

Tim Hennessy

10 Sep 202510 Sep 2025

Canadian courts have held employers, corporate trustees and boards of trustees affiliated with benefit plans as fiduciaries accountable to plan beneficiaries. Learn more about fiduciaries and their responsibilities in today’s blog.

Compliance Defined Benefit (DB) Plans Employee Benefits ERISA Legislative Multiemployer Pensions Retirement U.S.

Supreme Court Will Decide on Multiemployer Pension Plan Withdrawal Liability

Jenny Gartman, CEBS

01 Aug 202501 Aug 2025

In its upcoming term, the U.S. Supreme Court will decide when withdrawal liability assumptions must be adopted, impacting multiemployer pension plans and contributing employers.

Affordable Care Act (ACA) Compliance Employee Benefits Health Care Legislative Regulatory U.S.

Supreme Court Upholds Preventive Services Under the ACA

Jenny Gartman, CEBS

24 Jul 202524 Jul 2025

Here’s what we’re watching for next after a recent Supreme Court ruling upheld preventive services recommendations under the Affordable Care Act.

Gavel, scale and law books in the bookshelf.

Compliance Defined Contribution (DC) Plans DOL Employee Benefits ERISA Investments Legislative Regulatory U.S.

Mid-Year Regulatory and Legislative Update for Defined Contribution Plan Sponsors

Jenny Gartman, CEBS

27 Jun 202507 Jul 2025

Now that regulatory and legislative priorities are taking shape, it’s time to look at potential developments for the rest of 2025-2026.

Colorful medical pills cover Benjamin Franklin's face on one hundred american dollar bill.

Compliance Employee Benefits ERISA Health Care Talking Benefits Podcast U.S.

A Fiduciary Framework for Health Plans

Rebecca Plier

24 Jun 202524 Jun 2025

In the International Foundation’s latest episode of Talking Benefits, host Justin M. Held spoke with Chelsea Ryckis, president of Ethos Benefits, on what it means to view your health plan through the eyes of a fiduciary and how that perspective can lead […]

Compliance DOL Employee Benefits Health Care Legislative Mental Health Regulatory U.S.

Mental Health Parity: What Plan Sponsors Need to Know During Period of Nonenforcement of 2024 Final Rule

Kathy Bergstrom, CEBS

19 Jun 202519 Jun 2025

Following the announcement last month that the Departments of Labor (DOL), Health and Human Services (HHS), and the Treasury will put a hold on enforcing the 2024 final rule on the Mental Health Parity and Addiction Equity Act (MHPAEA), health plan sponsors […]

Communication Compliance Employee Benefits Health Care Prescription Drugs Regulatory U.S.

CMS Creditable Coverage Updates for Group Health Plans

Anne Newhouse, CEBS

17 Jun 202517 Jun 2025

One of the annual reporting obligations for both fully insured and self-funded health plans is the Centers for Medicare & Medicaid Services (CMS) Medicare Part D Creditable Coverage notice. The reporting requirement for plan sponsors has two components: the first is to […]