Retirement Plan Compliance Archives

Employer Newsletters

SECURE 2.0 Plan Amendments Are Due by Year-End

Qualified retirement plans must adopt written amendments for SECURE 2.0 changes by December 31, 2026. The deadline applies broadly, and…

Employer Newsletters

Participant Data Faces Increased Regulatory Scrutiny

Retirement plan sponsors are well accustomed to fiduciary obligations around investment selection, fee reasonableness, and plan administration. Increasingly, however, another…

Employer Newsletters

Proposed DOL Rule Includes Safe Harbor for Those Weighing Plan Investment Options, Including Private Market Exposure

In March 2026, the U.S. Department of Labor (DOL) proposed a rule related to fiduciary prudence under the Employee Retirement…

Employer Newsletters

“Retirement Security Rule” – Latest Developments

With the Department of Labor (DOL) declining to challenge industry groups’ motions for final judgment, the 2024 version of the…

Employer Newsletters

Lawmakers Move to Ease Form 5500 Filing Burdens

Rep. Glenn Grothman (R-Wisc.) and Rep. Donald Norcross (D-N.J.) have introduced legislation aimed at easing Form 5500 filing burdens. The…