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2026 BENEFIT PLAN COST-OF-LIVING ADJUSTMENTS
Charles C. Shulman, Esq. 2026 BENEFIT PLAN COST-OF-LIVING ADJUSTMENTS * The chart below summarizes the 2026 cost-of-living adjustments affecting 401(k),...
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Cunningham v. Cornell and the Rise of Meritless Prohibited Transaction Suits
Cunningham v. Cornell and the Rise of Meritless Prohibited Transaction Suits By Charles C. Shulman, Esq. In Cunningham v. Cornell University, 604 U.S....
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Forfeitures in Qualified Plans: (i) Proposed Regulations; and (ii) Fiduciary Class Action Suits
Forfeitures in Qualified Plans: (i) Proposed Regulations; and (ii) Fiduciary Class Action Suits By Charles C. Shulman, Esq. I. Part 1 – 2023 Proposed...
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2025 Executive Order on Democratizing 401(k) Access to Alternative Assets
2025 Executive Order on Democratizing 401(k) Access to Alternative Assets By Charles C. Shulman, Esq. On August 7, 2025, President Trump issued an executive...
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Employee Benefit Provisions in the One Big Beautiful Bill Act
Employee Benefit Provisions in the One Big Beautiful Bill Act By Charles C. Shulman, Esq. Public Law 119-21, 14, H.R. 1, 139 Stat. 72 (July 4, 2024), referred...
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Right to a Jury Trial in ERISA Cases
Right to a Jury Trial in ERISA Cases By Charles C. Shulman, Esq. There is a recent trend in some federal cases to allow requests for jury trials for ERISA...
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Recent Noncompete Clause Developments – 2025
Recent Noncompete Clause Developments – 2025 By Charles C. Shulman, Esq. I.          Introduction – FTC Noncompete...
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Cryptocurrency – Fiduciaries to Decide if it is a Prudent 401(k) Investment
Cryptocurrency – Fiduciaries to Decide if it is a Prudent 401(k) Investment By Charles C. Shulman, Esq. 1. Under Biden Administration – Presumption of...
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ERISA's “Controlled Group” Rules – A Timely Review
ERISA’s “Controlled Group” Rules – A Timely Review By CHARLES C. SHULMAN, ESQ. Printed in 51 Journal of Pension Planning and Compliance 1 (WK, Fall 2024)...
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Arbitration Provisions in an ERISA Plan Cannot Negate Right to Sue under ERISA in Class Action on Behalf of the Plan
Arbitration Provisions in an ERISA Plan Cannot Negate Right to Sue under ERISA in Class Action on Behalf of the Plan Two recent circuit court decisions...
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