Benefits Magazine: September/October 2025
Articles Include:
- Making Every Move Count for Your Well-Funded Pension Plan
- Playing by the Rules With DC Plan Forfeitures
- (Surprise) Bills, Bills, Bills: Navigating Independent Dispute Resolution
- Flip the Script: Turn DOL Audits Into Your Seal of Approval
- Legal & Legislative Reporter
Additional Articles
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Playing by the Rules With DC Plan Forfeitures
Martha Mohs
Amid new regulations and a rash of fiduciary breach litigation, defined contribution plan sponsors should pay close attention to how plan forfeitures are allocated. The author offers considerations for ongoing compliance and strategies for minimizing fiduciary risk. -
(Surprise) Bills, Bills, Bills: Navigating Independent Dispute Resolution
Jennifer Rigterink
Health plans often struggle to successfully navigate the independent dispute resolution (IDR) process established by the No Surprises Act. What is the root of the issue, and how can plan sponsors and fiduciaries respond? -
Flip the Script: Turn DOL Audits Into Your Seal of Approval
Michael J. Asher and Lyndsey K. Bates
Employee benefit plan trustees and administrators could view a Department of Labor (DOL) audit as an opportunity to demonstrate adherence to fiduciary standards. This article identifies key steps in preparing for a compliance audit.
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