BenefitsWire

“If a service provider’s fees are expected to be $5,000 or more and consist of both investment-related expenses and expenses for other services, only fees itemized by the service provider as being related to the investment of the plan’s assets are treated as investment-related expenses. Amounts itemized for other services, such as recordkeeping or custodial/trustee services, are not treated as investment-related expenses. If total payments to a service provider are expected to be less than $5,000, the proposed regulation treats all payments as investment-related expenses and the provider does not need to itemize them. The proposed regulations generally provide additional flexibility in the ti” MORE >>

Source: Milliman

The National Cancer Institute is seeking licensees for matched patient-derived 3D glioma cell lines to study malignant transformation and treatment resistance. This offers researchers a tool to investigate disease progression and therapeutic challenges. MORE >>

Source: Federal Register

“The Federal Register published proposed regulations that would modify existing rules for the minimum funding requirement applicable to single-employer defined benefit pension plans.” MORE >>

Source: Milliman

“The agency raised rates that pension plans and multiemployer plans use for valuation and funding purposes.” MORE >>

Source: PLANSPONSOR

“Quick Hits In July 2025, President Donald Trump signed an omnibus spending bill that specified no taxes on tips and overtime pay through December 31, 2028. These provisions are available whether the worker itemizes or takes the standard deduction.” MORE >>

Source: Milliman

“The Notice introduces a five-step process and sample forms designed to (1) protect participants’ personal identifying information; (2) require coordination and communication between plans to minimize participants’ burden; (3) use common terms throughout the process; (4) require plans to ensure the rollover request is legitimate and that the information provided is accurate; and (5) rely on electronic (rather than paper) transactions to the maximum extent possible. This five-step process applies to direct rollovers between qualified plans, 403(b) plans, governmental 457(b) plans, traditional IRAs, SEPs and SIMPLE IRAs. It does not apply to IRA-to-IRA transfers.” MORE >>

Source: Groom Law Group

“Forgot Your Password? If you do not yet have an ERIC Online profile or user name and password, please create one using Create Profile Form. If you need assistance with your user name/password or profile, please contact ERIC at (202) 789-1400.” MORE >>

Source: ERIC

“Private-sector employers covered by Title VII, the Age Discrimination in Employment Act (ADEA), and the Americans with Disabilities Act (ADA) should take note of the Equal Employment Opportunity Commission’s (EEOC) new National Enforcement Plan (NEP), which signals where the agency will focus its investigative and litigation resources through 2029, as well as the EEOC’s related actions to limit voluntary affirmative action plan safe harbors and EEO-1 data reporting requirements.” MORE >>

Source: Troutman Pepper Locke

“Notice on public inspection, scheduled to publish 2026-09-04.” MORE >>

Source: Federal Register

House Republicans asked the DOL's Inspector General to audit additional agencies for improper information sharing with trial lawyers and advocacy groups, following a prior audit that found deficiencies in controls and oversight. MORE >>

Source: House Education & Workforce Committee