https://erisabenefitslaw.com/alerts/ Client alerts on ERISA and employee benefits law. en-us https://erisabenefitslaw.com/the-new-epcrs-is-here-and-effective-now/ https://erisabenefitslaw.com/the-new-epcrs-is-here-and-effective-now/ Fri, 23 Oct 2026 09:00:00 -0700 Kristi Hill The IRS issued the first comprehensive update to its plan correction program (EPCRS) since 2021 on October 22, and it is effective immediately. https://erisabenefitslaw.com/secure-2-0-plan-amendments-due-by-december-31-2026/ https://erisabenefitslaw.com/secure-2-0-plan-amendments-due-by-december-31-2026/ Tue, 20 Oct 2026 09:00:00 -0700 Kristi Hill Most private sector defined contribution plans and 403(b) plans must adopt amendments reflecting the SECURE Act and SECURE 2.0 Act (and the CARES Act, if needed and not yet adopted) by December 31… https://erisabenefitslaw.com/the-2027-aca-affordability-threshold-is-rising-to-a-record-10-22-reset-employee-contributions-before-fall-open-enrollment/ https://erisabenefitslaw.com/the-2027-aca-affordability-threshold-is-rising-to-a-record-10-22-reset-employee-contributions-before-fall-open-enrollment/ Mon, 03 Aug 2026 09:00:00 -0700 Kristi Hill For Applicable Large Employers and sponsors of group health plans. The IRS has set the Affordable Care Act affordability threshold at 10.22% of household income for plan years beginning in calendar… https://erisabenefitslaw.com/the-plaintiffs-bar-has-ai-too/ https://erisabenefitslaw.com/the-plaintiffs-bar-has-ai-too/ Mon, 29 Jun 2026 09:00:00 -0700 Erwin Kratz If your company sponsors a 401(k) plan, a pension, or a self-insured health plan, you are a potential defendant — and whether you become an actual one has less to do with whether you did anything… https://erisabenefitslaw.com/dol-proposes-new-safe-harbor-for-investment-selection/ https://erisabenefitslaw.com/dol-proposes-new-safe-harbor-for-investment-selection/ Mon, 27 Apr 2026 09:00:00 -0700 Erwin Kratz The Department of Labor recently proposed a new regulation titled Fiduciary Duties in Selecting Designated Investment Alternatives, which would establish a six-factor safe harbor for prudent… https://erisabenefitslaw.com/five-part-fiduciary-test-is-back-update-financial-advisory-agreements-now/ https://erisabenefitslaw.com/five-part-fiduciary-test-is-back-update-financial-advisory-agreements-now/ Wed, 25 Mar 2026 09:00:00 -0700 Kristi Hill On March 20, 2026, the Department of Labor published a vacatur notice (FR Doc. 2026-05492, 91 FR 13503–13510) officially removing the 2024 Retirement Security Rule from the Code of Federal… https://erisabenefitslaw.com/is-your-401k-plan-ready-for-roth-catch-ups-in-2026/ https://erisabenefitslaw.com/is-your-401k-plan-ready-for-roth-catch-ups-in-2026/ Mon, 08 Dec 2025 09:00:00 -0700 Kristi Hill Beginning January 1, 2026, “high earners” must make catch-up contributions on a Roth (after-tax) basis. The Treasury Department issued final regulations on this SECURE 2.0 change last month. Although… https://erisabenefitslaw.com/irs-announces-cola-adjusted-retirement-plan-limitations-for-2026/ https://erisabenefitslaw.com/irs-announces-cola-adjusted-retirement-plan-limitations-for-2026/ Mon, 17 Nov 2025 09:00:00 -0700 Kristi Hill The Internal Revenue Service released Notice 2025-67 announcing cost of living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2026.… https://erisabenefitslaw.com/irs-announces-2026-hsa-contribution-limits-hdhp-minimum-deductibles-and-hdhp-maximum-out-of-pocket-amounts/ https://erisabenefitslaw.com/irs-announces-2026-hsa-contribution-limits-hdhp-minimum-deductibles-and-hdhp-maximum-out-of-pocket-amounts/ Wed, 14 May 2025 09:00:00 -0700 Kristi Hill The IRS has announced 2026 HSA and HDHP limits as follows: Annual HSA contribution limitation. For calendar year 2026, the annual limitation on deductions for HSA contributions under § 223(b)(2)(A)… https://erisabenefitslaw.com/supreme-court-raises-bar-for-dismissing-erisa-prohibited-transaction-claims/ https://erisabenefitslaw.com/supreme-court-raises-bar-for-dismissing-erisa-prohibited-transaction-claims/ Mon, 12 May 2025 09:00:00 -0700 Kristi Hill The Supreme Court made it easier for plaintiffs to bring ERISA prohibited transaction claims last month when it unanimously adopted a lower pleading threshold for plaintiffs making such claims.… https://erisabenefitslaw.com/erisa-corrections-beyond-epcrs-recording-now-available/ https://erisabenefitslaw.com/erisa-corrections-beyond-epcrs-recording-now-available/ Wed, 02 Apr 2025 09:00:00 -0700 Kristi Hill We recently hosted a Lunch & Learn webinar on a topic that is both nuanced and crucial for retirement plan professionals: ERISA corrections outside the guidance of the IRS’s Employee Plans Compliance… https://erisabenefitslaw.com/attorney-lisa-dursey-returns-to-erisa-benefits-law-as-partner/ https://erisabenefitslaw.com/attorney-lisa-dursey-returns-to-erisa-benefits-law-as-partner/ Tue, 04 Feb 2025 09:00:00 -0700 Kristi Hill ERISA Benefits Law Group, PLLC is delighted to welcome back ERISA attorney Lisa Dursey as Partner to the firm. Lisa D. Dursey(602) 661-7785LDursey@ERISABenefitsLaw.comBio… https://erisabenefitslaw.com/department-of-labor-adds-self-correction-to-voluntary-fiduciary-correction-program/ https://erisabenefitslaw.com/department-of-labor-adds-self-correction-to-voluntary-fiduciary-correction-program/ Mon, 27 Jan 2025 09:00:00 -0700 Erwin Kratz The Department of Labor (DOL) published significant updates to its Voluntary Fiduciary Correction Program (VFCP) on January 15, 2025. These updates are designed to make it easier for employers and… https://erisabenefitslaw.com/irs-announces-cola-adjusted-retirement-plan-limitations-for-2025/ https://erisabenefitslaw.com/irs-announces-cola-adjusted-retirement-plan-limitations-for-2025/ Tue, 12 Nov 2024 09:00:00 -0700 Erwin Kratz The Internal Revenue Service released Notice 2024-80 announcing cost of living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2025.… https://erisabenefitslaw.com/erisa-benefits-law-recognized-in-2025-best-law-firms-list/ https://erisabenefitslaw.com/erisa-benefits-law-recognized-in-2025-best-law-firms-list/ Tue, 12 Nov 2024 09:00:00 -0700 Kristi Hill We are pleased to announce that ERISA Benefits Law has been recognized as a Tier 1 law firm for both Employee Benefits (ERISA) Law and Employment Law – Management in the 2025 edition of Best Law… https://erisabenefitslaw.com/erwin-kratz-and-kristi-hill-recognized-in-2025-best-lawyers-and-ones-to-watch-in-america-lists/ https://erisabenefitslaw.com/erwin-kratz-and-kristi-hill-recognized-in-2025-best-lawyers-and-ones-to-watch-in-america-lists/ Mon, 19 Aug 2024 09:00:00 -0700 Kristi Hill We are delighted to share that Erwin Kratz and Kristi Hill have once again been recognized in the 2025 editions of The Best Lawyers in America® and the Best Lawyers: Ones to Watch® in America. They… https://erisabenefitslaw.com/erwin-kratz-and-kristi-hill-named-to-2024-southwest-super-lawyers-and-rising-stars-lists/ https://erisabenefitslaw.com/erwin-kratz-and-kristi-hill-named-to-2024-southwest-super-lawyers-and-rising-stars-lists/ Tue, 09 Apr 2024 09:00:00 -0700 Kristi Hill We are pleased to announce that Erwin Kratz and Kristi Hill have been selected to the 2024 Southwest Super Lawyers and Rising Stars lists for Employee Benefits. This is Erwin’s fourth consecutive year… https://erisabenefitslaw.com/attorney-kristi-hill-receives-distinguished-legal-writing-award/ https://erisabenefitslaw.com/attorney-kristi-hill-receives-distinguished-legal-writing-award/ Thu, 15 Feb 2024 09:00:00 -0700 Erwin Kratz ERISA Benefits Law is proud to announce that attorney Kristi Hill has been recognized as one of the nation’s finest law firm writers, by the Burton Awards, a national 501(c)(3) non-profit program… https://erisabenefitslaw.com/attorney-kristi-hill-joins-erisa-benefits-law/ https://erisabenefitslaw.com/attorney-kristi-hill-joins-erisa-benefits-law/ Thu, 11 Jan 2024 09:00:00 -0700 Erwin Kratz ERISA Benefits Law, PLLC is pleased to welcome ERISA attorney Kristi L. Hill as a Partner to the firm. Prior to joining ERISA Benefits Law Kristi was Vice-Chair of the ERISA/Employee Benefits practice… https://erisabenefitslaw.com/irs-announces-cola-adjusted-retirement-plan-limitations-for-2024/ https://erisabenefitslaw.com/irs-announces-cola-adjusted-retirement-plan-limitations-for-2024/ Thu, 02 Nov 2023 09:00:00 -0700 Erwin Kratz The Internal Revenue Service released Notice 2023-75 announcing cost of living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2024.…