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Charles C. Shulman Esq., cshulman@ebeclaw.com T: 201-357-0577 M: 212-380-3834

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Author: cshulman@ebeclaw.com

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Post dateJanuary 5, 2026Post last updated dateUpdated January 9, 2026

Cunningham v. Cornell University: Shifting the Burden in Prohibited Transaction Claims—Consequences for ERISA 401(k) Class Action Suits and Latest Developments

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Cunningham v. Cornell University: Shifting the Burden in Prohibited Transaction Claims—Consequences for ERISA 401(k)...
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Post dateDecember 18, 2025Post last updated dateUpdated January 5, 2026

Mandatory Roth Catch-Up Contributions Took Effect January 1, 2026

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Mandatory Roth Catch-Up Contributions Took Effect January 1, 2026 By Charles C. Shulman Mandatory...
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Post dateDecember 15, 2025Post last updated dateUpdated January 5, 2026

“Affiliated Service Group” Rules

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“AFFILIATED SERVICE GROUP” RULES By Charles C. Shulman Printed in 51 Journal of Pension...
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Post dateDecember 12, 2025Post last updated dateUpdated January 5, 2026

ERISA’s “Controlled Group” Rules – A Timely Review

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ERISA’s “Controlled Group” Rules – A Timely Review By CHARLES C. SHULMAN, ESQ. Printed...
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Post dateDecember 10, 2025Post last updated dateUpdated January 5, 2026

ERISA Fiduciary Advice: The Regulatory Landscape for 2026

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ERISA FIDUCIARY ADVICE: THE REGULATORY LANDSCAPE FOR 2026 By Charles C. Shulman Recent court...
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Post dateNovember 19, 2025Post last updated dateUpdated January 5, 2026

2026 BENEFIT PLAN COST-OF-LIVING ADJUSTMENTS

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Charles C. Shulman, Esq. 2026 BENEFIT PLAN COST-OF-LIVING ADJUSTMENTS * The chart below summarizes...
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Post dateOctober 22, 2025Post last updated dateUpdated January 5, 2026

Cunningham v. Cornell and the Rise of Meritless Prohibited Transaction Suits

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Cunningham v. Cornell and the Rise of Meritless Prohibited Transaction Suits See updated memo...
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Post dateOctober 21, 2025Post last updated dateUpdated January 9, 2026

Forfeitures in Qualified Plans: (i) Proposed Regulations; and (ii) Fiduciary Class Action Suits

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Forfeitures in Qualified Plans: (i) Proposed Regulations; and (ii) Fiduciary Class Action Suits By...
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Post dateAugust 29, 2025Post last updated dateUpdated September 11, 2025

2025 Executive Order on Democratizing 401(k) Access to Alternative Assets

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2025 Executive Order on Democratizing 401(k) Access to Alternative Assets By Charles C. Shulman,...
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Post dateJuly 15, 2025Post last updated dateUpdated December 19, 2025

Employee Benefit Provisions in the One Big Beautiful Bill Act

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Employee Benefit Provisions in the One Big Beautiful Bill Act By Charles C. Shulman,...
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Recent Posts

  • Cunningham v. Cornell University: Shifting the Burden in Prohibited Transaction Claims—Consequences for ERISA 401(k) Class Action Suits and Latest Developments
  • Mandatory Roth Catch-Up Contributions Took Effect January 1, 2026
  • “Affiliated Service Group” Rules
  • ERISA’s “Controlled Group” Rules – A Timely Review
  • ERISA Fiduciary Advice: The Regulatory Landscape for 2026

This blog is provided for informational purposes only and is neither intended to be legal advice nor create an attorney-client relationship. Copyright © 2026 Charles C. Shulman, Esq. All rights reserved. Attorney Advertising.