Once upon a time, 401(k) eligibility was easy. Age 21. One year of service. Quarterly entry dates. Everyone understood the assignment
Thursday, July 9, 2026
№ 5Retirement Plans (14)·Health & Welfare (1)·Leave & Time Off (1)·Regulatory & Guidance (2)·Also Noteworthy (1)
Retirement Plans (14)
On Friday, July 3, Treasury posted its 2026 regulatory agenda, which includes the following retirement and executive compensation items: Final regulations Required minimum distributions (“RMDs”) as
“Plan document providers have a little over a year to get their pre-approved defined benefit plans updated for these changes and submitted to the IRS. Stay tuned for ‘LRM’ sample language to help
As hardships arise, employers rethink whether retirement plans should focus solely on preserving nest eggs—or also help workers weather today’s storm.
Participants can select income features and turn a portion of their retirement savings into an annuity contract.
Principal acquires benefits company; LPL Financial hires 2 advisers in separate transactions; Retirement and Wealth at Alliant buys Retirement Solution Group; and more.
Fewer financial worries and increased longevity were among the benefits reported by Chilean retirees surveyed about guaranteed income.
The firm says offering the investments will help participants diversify their portfolios as many near retirement
Tom Hawkins explains the logic behind Retirement Clearinghouse’s newly updated missing participant policy template
When my wife and I first got married, we did what most young couples do. We were trying to build a home on a budget, so we bought a lot of household items at Walmart. It wasn’t because we were
As we previously reported, following an executive order issued by the Trump Administration last year, there has been a recent trend encouraging access to alternative assets through retirement
Philadelphia voters approved a city-run program, but the Alaska State Legislature failed to override the governor’s veto of its version.
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
The company argues that claims of underperformance should be judged against a meaningful, comparable benchmark.
Health & Welfare (1)
Despite repeated warnings from the US Departments of Labor, Health and Human Services, and the Treasury (collectively, the departments) that they prioritize mental health parity compliance, employer
Leave & Time Off (1)
Hawaii has enacted a new law expanding the state’s family leave law to better support military families. Hawaii’s family leave statute will allow eligible employees to take unpaid family leave for
Regulatory & Guidance (2)
EBSA's 2026 regulatory agenda lists ~20 guidance projects in pre-/proposed/final rule stages, including the fiduciary investment-selection rule (comments analyzed through August, no target date), the
EBSA sent its replacement for the 2022 Biden-era ESG rule to OIRA on June 30, 2026; agenda target release July 2026. Expected to restrict fiduciary consideration of climate/social factors under the
Also Noteworthy (1)
As Kreps explains, “The sponsor does not have to second-guess every decision that gets made, but they do have to ensure that the professionals they have selected are competently executing their