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    DOL Wants to Help Make Fiduciary Case in 2 More 401(k) Forfeiture Reallocation Suits

    Rules
    Fiduciary · Litigation
    May 5, 2026 · napa-net.org
    Actor · DOL Element · forfeitures

    Kelsey's (K)orner: The SEC Cracks a Window for PEPs

    Rules
    May 5, 2026 · napa-net.org
    Actor · SEC

    Mesirow to Acquire LeafHouse Financial Advisors, a Division of LeafHouse Financial Group, Expanding Mesirow's Fiduciary Solutions Platform

    Industry
    M+A
    May 4, 2026 · prnewswire.com
    Element · 3(16)

    Thinking ESOPs: Department of Labor Identifies New Enforcement Priorities

    Rules
    Enforcement · Fiduciary
    May 4, 2026 · spotlightonbenefits.com
    Actor · DOL Element · fiduciary-activities

    ASPPA — Pension Funding Knows no Season

    Industry
    Market
    May 1, 2026 · asppa-net.org

    DOL Issues Advice on Faith-Based Employers’ Retirement Plans

    Rules
    Small Plans
    Apr 7, 2026 · planadviser.com

    DOL Allows UBS Asset Managers to Keep Serving Plans Under 10-Year Exemption

    Rules
    Fiduciary
    May 4, 2026 · federalregister.gov
    Actor · DOL Element · PTE-84-14 Element · QPAM Element · prohibited-transactions

    Equitable Offers 403(b) PEP, Betterment Expands Solo 401(k)s

    Industry
    Apr 9, 2026 · planadviser.com

    ICI — Joint Comment Letter to SEC on Recordkeeping Requirements for Investment Advisers

    Rules
    Retirement Plan Advisers
    May 1, 2026 · ici.org
    Actor · ICI Actor · SEC

    IFEBP — Fiduciary Duties in Selecting Investments Proposed Rule: Six Factors for Prudence

    Rules Plan Design
    Fiduciary
    Apr 16, 2026 · blog.ifebp.org
    Actor · DOL Element · fiduciary-rule

    Orion to Integrate Pontera Data into Trading Platform Workflows

    Industry
    Apr 8, 2026 · planadviser.com
    Actor · Orion Actor · Pontera Element · data-research

    Osaic Partners With 401GO for 401(k) Automation

    Industry
    Apr 8, 2026 · planadviser.com
    Actor · 401go Actor · Osaic Element · technology

    Business of Benefits — The Challenge of DOL's Newly Explicit Prudence Requirement to Read and Critically Review Investment Documents

    Rules
    Fiduciary
    Apr 20, 2026 · businessofbenefits.com
    Actor · DOL Element · fiduciary-rule Element · fiduciary-duties

    Advisers Embrace PEPs as Fiduciary Risk Reduction Strategy

    Industry Plan Design
    Apr 13, 2026 · planadviser.com
    Element · data-research Actor · Pentegra

    ASPPA — Interest Crediting Rate as a Market Rate of Return: Risks for Small Cash Balance Plans

    Plan Design
    Fiduciary
    Apr 29, 2026 · asppa-net.org

    Brad Campbell and Joshua Waldbeser on DOL's 401(k) Alternative Assets Plan

    Rules
    Fiduciary
    Apr 28, 2026 · faegredrinker.com
    Actor · DOL Element · alternative-assets Element · fiduciary-rule

    Has Class Certification Returned as a Barrier to ERISA Fiduciary Duty Litigation?

    Rules
    Fiduciary · Litigation
    Mar 17, 2026 · bostonerisalaw.com

    DC Plan Innovation and Retirement Loan Protection (RLP)

    Industry
    Oct 23, 2025 · businessofbenefits.com
    Element · fiduciary-duties

    DOL Proposed Rule Aims to Facilitate Alternative Assets in 401(k) Plans

    Rules
    Fiduciary
    Mar 31, 2026 · erisapracticecenter.com
    Actor · DOL Element · alternative-assets Element · fiduciary-duties

    IFEBP — DOL Vacates Fiduciary Investment Advice Rule

    Rules
    Fiduciary · Court Vacatur
    Apr 14, 2026 · blog.ifebp.org
    Actor · DOL Element · fiduciary-rule

    The In-Plan Annuity and DOL Advisory Opinion 2025-04

    Rules
    Fiduciary
    Sep 24, 2025 · businessofbenefits.com
    Actor · DOL Element · annuities Element · fiduciary-duties

    PBGC Seeks OMB Renewal on Multiemployer Plan Information Collections

    Rules
    Apr 22, 2026 · federalregister.gov
    Actor · PBGC Element · notices Element · filings

    Roth Catch-Up Rules for Rehires Under the Final Regulations

    Rules
    Jan 28, 2026 · spotlightonbenefits.com
    Named law · SECURE Element · ROTH Element · catch-up Actor · IRS

    The Roth Catch-Up Contribution Requirement and a Statutory Merger

    Rules
    M+A
    Jan 7, 2026 · spotlightonbenefits.com
    Named law · SECURE Element · ROTH Element · catch-up

    Sixth Circuit — When ERISA Is Preempted

    Rules
    Litigation
    Apr 8, 2026 · yourerisawatch.com
    Named law · ERISA

    Wagner — IRS Issues Updated FAQs on Code Section 127 Educational Assistance Programs

    Rules
    Apr 29, 2026 · wagnerlawgroup.com
    Actor · IRS
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