3+ day, 18+ hour ago  (258+ words) By December 31, 2026, plan sponsors of certain qualified retirement plans, including 401(k) and defined benefit plans, must amend the plans to incorporate required and discretionary changes under the Coronavirus Aid, Relief, and Economic Security (CARES) Act, the Setting Every Community Up for…...

3+ day, 18+ hour ago  (344+ words) Welcome to your weekly update from the A&O Shearman Pensions team, covering all the latest legal and regulatory developments in the world of workplace pensions. The Pensions Regulator (TPR) has published analysis modelling how the occupational DB pension scheme…...

2+ week, 17+ hour ago  (400+ words) After a divorce, most people assume that updating their benefits is as simple as sending a quick message to HR. A recent federal appeals court decision demonstrates just how costly that assumption can be and why working with experienced estate…...

2+ week, 21+ hour ago  (465+ words) The One Big Beautiful Bill Act created "Trump accounts" under Section 530A of the Internal Revenue Code. While many questions remain unanswered, Trump accounts essentially operate as retirement saving accounts for children, somewhat mirroring traditional individual retirement accounts (IRAs) but are…...

2+ week, 2+ day ago  (255+ words) I understand why some plan sponsors withhold information from their plan providers. Sometimes it's embarrassment. Sometimes it's fear of added cost. Sometimes it's just not knowing what matters. Unfortunately, in the retirement plan world, hiding information never protects you'it only…...

2+ week, 3+ day ago  (940+ words) Most people are familiar with the idea of creating a will to determine what happens with their assets when they pass away. However, many do not fully understand why estate planning is important, or when to do their planning. There…...

2+ week, 3+ day ago  (729+ words) All hospitals operating off-campus outpatient provider-based departments (HOD) must be aware of and prepare for upcoming new requirements imposed by Section 6225 of the Consolidated Appropriations Act of 2026 (CAA). Specifically, under the CCA, as of January 1, 2028, Medicare will no longer make…...

2+ week, 3+ day ago  (134+ words) Welcome to your weekly update from the A&O Shearman Pensions team, covering all the latest legal and regulatory developments in the world of workplace pensions. ICO guidance on new complaints process'data controllers get practical advice on complying with the…...

2+ week, 3+ day ago  (216+ words) New York State Secure Choice Savings Program Does New York Secure Choice Apply to Your Business? All private sector employers are covered by New York Secure Choice if they: a) had ten or more employees in (or based in) New York…...

2+ week, 3+ day ago  (495+ words) If you've been paying attention to retirement plan news lately, you know that alternative investments are no longer a fringe conversation. They're front and center. The Department of Labor has now taken a significant step by sending a proposed rule…...