ERISAhelpcenter.com

ARA-Backed Bill Expands Charitable Giving to All DC Retirement Plans

Rules

May 13, 2026 · napa-net.org

Concern · Legislative Tags · distributions

DOL Grants Temporary Relief on SECURE 2.0 Paper Statement Rules

Rules

May 13, 2026 · 401kspecialistmag.com

Concern · Legislation Named Enforcement Actor · DOL Tags · benefit-statements Named law · SECURE

PBGC Updates Info About Practitioner Filings

Plan Operations

May 13, 2026 · asppa-net.org

Actor · PBGC Tags · filings

'Who's Asking for This?' Jerry Schlichter on Private Investments in 401(k)s

Rules Plan Design

May 13, 2026 · napa-net.org

Concern · Fiduciary Litigation Tags · alternative-assetsfiduciary-duties

Are Optional SECURE Act Provisions Being Adopted?

Research Plan Design

May 11, 2026 · asppa-net.org

Concern · Legislation Named Tags · data-research Named law · SECURE

Ascensus to Acquire AmericanTCS, Expanding Client Solutions and Delivering Enhanced Value to the Marketplace

Industry

May 11, 2026 · prnewswire.com

Concern · M+A Tags · CITS

Examine Private Credit in 401(k) Plans, Senior House Member Urges

Rules

May 11, 2026 · asppa-net.org

Concern · Legislative Actor · DOL Tags · alternative-assets

Kelsey's (K)orner: SECURE 2.0's Most Misunderstood Tax Credit

Rules

May 11, 2026 · napa-net.org

Concern · Legislation Named Tags · contributions Named law · SECURE

SMBs Share Concerns Over Their Own Retirement Readiness

Research

May 11, 2026 · 401kspecialistmag.com

Concern · Small Business Tags · data-research

Why TPAs Will Play a Role in Next Phase of PEP Growth

Plan Design

May 11, 2026 · 401kspecialistmag.com

Tags · 3(16)

In the Age of Digital Tech, Participants Still Value Human Advice

Participant

May 7, 2026 · 401kspecialistmag.com

Tags · advicecommunicationsdata-research

Financial Challenges and Inflation Push Pre-Retirees to Delay Retirement

Participant

May 7, 2026 · 401kspecialistmag.com

Concern · Economy Tags · data-researchcommunications

Schlichter Bogard Files a 5th VBO Fiduciary Suit

Rules

May 7, 2026 · napa-net.org

Concern · Litigation Fiduciary Tags · fiduciary-duties

Account Aggregation the 'Missing Link' for In-Plan Retirement Income

Industry

May 6, 2026 · 401kspecialistmag.com

Tags · technology

Fifth Circuit Will Revisit Whether 'Appropriate Equitable Relief' Includes Monetary Remedies

Rules

May 6, 2026 · yourerisawatch.com

Concern · Litigation

Here's Why Employers Should Support Employee Financial Advice

Research Participant

May 6, 2026 · napa-net.org

Concern · Retirement Plan Advisers Actor · TIAA Tags · advicecommunications

QuickBooks, Vestwell Launch Integrated 401(k) for SMBs

Industry

May 6, 2026 · 401kspecialistmag.com

Concern · Small Business Small Plans Tags · technology

Tips for Plan Fiduciaries on Managing Cybersecurity Risk

Plan Operations

May 6, 2026 · asppa-net.org

Concern · Cybersecurity Fiduciary Actor · EBSA Tags · data-security

Vestwell Lands Deal to Power QuickBooks 401(k) for SMBs

Industry

May 6, 2026 · napa-net.org

Concern · Small Business Small Plans Tags · technology

Who Participates in Retirement Plans, 2020 — ICI Perspective

Research

May 6, 2026 · ici.org

Actor · ICI

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

Rules

May 5, 2026 · napa-net.org

Concern · Fiduciary Litigation Actor · DOL Tags · forfeitures

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

Rules

May 5, 2026 · napa-net.org

Actor · SEC

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

Rules

May 4, 2026 · federalregister.gov

Concern · Fiduciary Actor · DOL Tags · PTE-84-14QPAMprohibited-transactions

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

Industry

May 4, 2026 · prnewswire.com

Concern · M+A Tags · 3(16)

Thinking ESOPs: Department of Labor Identifies New Enforcement Priorities

Rules

May 4, 2026 · spotlightonbenefits.com

Concern · Enforcement Fiduciary Actor · DOL Tags · fiduciary-activities

ASPPA — Pension Funding Knows no Season

Industry

May 1, 2026 · asppa-net.org

Concern · Market

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

Rules

May 1, 2026 · ici.org

Concern · Retirement Plan Advisers Actor · ICISEC

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

Plan Design

Apr 29, 2026 · asppa-net.org

Concern · Fiduciary

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

Rules

Apr 29, 2026 · wagnerlawgroup.com

Actor · IRS

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

Rules

Apr 28, 2026 · faegredrinker.com

Concern · Fiduciary Actor · DOL Tags · alternative-assetsfiduciary-rule

PBGC Seeks OMB Renewal on Multiemployer Plan Information Collections

Rules

Apr 22, 2026 · federalregister.gov

Actor · PBGC Tags · noticesfilings

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

Rules

Apr 20, 2026 · businessofbenefits.com

Concern · Fiduciary Actor · DOL Tags · fiduciary-rulefiduciary-duties

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

Rules Plan Design

Apr 16, 2026 · blog.ifebp.org

Concern · Fiduciary Actor · DOL Tags · fiduciary-rule

IFEBP — DOL Vacates Fiduciary Investment Advice Rule

Rules

Apr 14, 2026 · blog.ifebp.org

Concern · Fiduciary Court Vacatur Actor · DOL Tags · fiduciary-rule

Advisers Embrace PEPs as Fiduciary Risk Reduction Strategy

Industry Plan Design

Apr 13, 2026 · planadviser.com

Actor · Pentegra Tags · data-research

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

Industry

Apr 9, 2026 · planadviser.com

Orion to Integrate Pontera Data into Trading Platform Workflows

Industry

Apr 8, 2026 · planadviser.com

Actor · OrionPontera Tags · data-research

Osaic Partners With 401GO for 401(k) Automation

Industry

Apr 8, 2026 · planadviser.com

Actor · 401goOsaic Tags · technology

Sixth Circuit — When ERISA Is Preempted

Rules

Apr 8, 2026 · yourerisawatch.com

Concern · Litigation Named law · ERISA

DOL Issues Advice on Faith-Based Employers’ Retirement Plans

Rules

Apr 7, 2026 · planadviser.com

Concern · Small Plans

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

Rules

Mar 31, 2026 · erisapracticecenter.com

Concern · Fiduciary Actor · DOL Tags · alternative-assetsfiduciary-duties

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

Rules

Mar 17, 2026 · bostonerisalaw.com

Concern · Fiduciary Litigation

Roth Catch-Up Rules for Rehires Under the Final Regulations

Rules

Jan 28, 2026 · spotlightonbenefits.com

Actor · IRS Tags · ROTHcatch-up Named law · SECURE

The Roth Catch-Up Contribution Requirement and a Statutory Merger

Rules

Jan 7, 2026 · spotlightonbenefits.com

Concern · M+A Tags · ROTHcatch-up Named law · SECURE

DC Plan Innovation and Retirement Loan Protection (RLP)

Industry

Oct 23, 2025 · businessofbenefits.com

Tags · fiduciary-duties

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

Rules

Sep 24, 2025 · businessofbenefits.com

Concern · Fiduciary Actor · DOL Tags · annuitiesfiduciary-duties

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