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Spectrum Pension Consultants (part of Daybright Financial)
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Director of Regulatory Operations and Compliance PCS Retirement
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262 Matching News Items |
| 1. |
Alston & Bird via JDSupra
Dec. 28, 2025
"[T]he Order specifically names and targets two leading firms, Glass Lewis and Institutional Shareholder Services (ISS) ... [and] asserts that these firms use their influence to advance agendas such as DEI and ESG, which, according to the Order, may not align with the sole priority of investor returns. The Order directs the [SEC], Federal Trade Commission (FTC), and [DOL] to take actions intended to promote accountability, transparency, and competition."
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| 2. |
Alston & Bird
Dec. 4, 2025
33 pages. Topics: [1] Washington update: One Big Beautiful Bill; [2] Federal legislation and regulations; [3] Health benefits litigation update; [4] Prescription drugs; [5] Preventive services and fertility benefits; [6] Year-end reminders.
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| 3. |
Alston & Bird
Dec. 1, 2025
"The One Big Beautiful Bill Act has agencies working to create new guidance and regulations for telehealth, health savings accounts, and dependent care assistance programs. Ongoing litigation has paused enforcement of Mental Health Parity and Addiction Equity Act rules. Litigation impacts other aspects of health plan administration and design."
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| 4. |
Alston & Bird
Nov. 17, 2025
"[P]lan sponsors that made discretionary changes to their plans during the 2025 plan year should ensure that such amendments are documented in a formal plan amendment before the end of the year.... The general deadline to amend a qualified plan (that is neither a government plan nor a collectively bargained plan) to reflect changes adopted under several recent federal laws (including the SECURE Act, the CARES Act, and SECURE. 2.0) is December 31, 2026."
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| 5. |
Alston & Bird
Nov. 17, 2025
"[A] table provides a list of the content and deadlines for the most common notices that plan sponsors may need to distribute. It includes: [1] Traditional Safe Harbor 401(k) Notice; [2] Qualified Automatic Contribution Arrangements (QACA) Notice for a Safe Harbor 401(k); [3] Eligible Automatic Contribution Arrangement (EACA) Notice; [4] Qualified Default Investment Alternative (QDIA) Notice; [5] Non-Safe-Harbor Automatic Contribution Arrangement Notice; [6] Annual participant fee disclosures."
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| 6. |
Alston & Bird
Nov. 4, 2025
"If the rule is finalized as proposed, it would mean a radical shift in how the security rule is applied -- moving away from a flexible approach to account for the various types of regulated entities to a more rigid approach with some prescriptive, strict security requirements that could be difficult to fulfill.... [R]egulated entities might not have as much time as they desire from the final rule's publication date to come into compliance -- if finalized as proposed, entities would have just 240 days."
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| 7. |
Alston & Bird
Oct. 2, 2025
25 pages. Topics: [1] Legislative and regulatory update; [2] Litigation update; [3] HIPAA top 10 current issues; [4] HIPAA deep dive: Recurring issues; [5] Compliance issues: GLP-1s and disease management.
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| 8. |
Alston & Bird
Sept. 4, 2025
29 pages. Topics: [1] One Big Beautiful Bill HSA and health plan provisions; [2] Other health benefit developments; [3] New agency guidance; [4] Health benefits litigation; [5] Open enrollment update for 2026.
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| 9. |
Alston & Bird
Aug. 12, 2025
"Historically, service providers had to mail a physical copy of their Section 83(b) elections to the appropriate IRS office within 30 days of the transfer. In a much-anticipated move, the IRS now allows Form 15620 to be completed and filed online through its website."
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| 10. |
Alston & Bird LLP
June 16, 2025
24 pages. Topics include: Health benefits litigation update. [1] H.R.1 -- One Big Beautiful Bill Act ICHRA/HSA provisions; [2] MHPAEA enforcement developments; [3] PBM reporting and state issues; [4] Health benefits litigation update.
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