Investment menu rulemaking and outstanding SECURE Act and SECURE 2.0 guidance dominated the regulators’ newly posted lists.
Tuesday, July 7, 2026
№ 3Retirement Plans (5)·Also Noteworthy (1)
Retirement Plans (5)
Experts answer questions regarding plan sponsor fiduciary duties for health benefits .
The US Treasury also posted a rule list that provides SECURE 2.0 guidance including required minimum distributions.
A legal expert says that advisers who understand the workings of digital assets and ERISA rules will be ‘invaluable’ to plan fiduciaries.
The two partners will develop a model that “can serve as a centralized channel for secure data integration and transactions,” to reduce operational hurdles
Also Noteworthy (1)
According to a Georgetown report, plan sponsors should evaluate pooled employer plans’ fees, providers’ potential conflicts of interest and the challenges of exiting the plan.