ERISAhelpcenter.comIndependent editorial coverage of ERISA, qualified retirement plans, and the regulatory environment.https://erisahelpcenter.com/Exemption for Certain Prohibited Transactions Involving Goldman Sachshttps://www.federalregister.gov/documents/2026/06/04/2026-11222/exemption-for-certain-prohibited-transactions-involving-the-goldman-sachs-group-inc-goldman-locatedhttps://www.federalregister.gov/documents/2026/06/04/2026-11222/exemption-for-certain-prohibited-transactions-involving-the-goldman-sachs-group-inc-goldman-locatedfederalregister.govThu, 04 Jun 2026 00:00:00 GMTNotice 2026-34 — 2026 Cumulative List of Changes in Plan Qualification Requirements for Defined Benefit Pre-approved Planshttps://www.irs.gov/pub/irs-irbs/irb26-23.pdfhttps://www.irs.gov/pub/irs-irbs/irb26-23.pdfirs.govFri, 29 May 2026 00:00:00 GMTARA-Backed Bill Expands Charitable Giving to All DC Retirement Planshttps://www.napa-net.org/news/2026/5/ara-backed-bill-expands-charitable-giving-to-all-dc-retirement-plans/https://www.napa-net.org/news/2026/5/ara-backed-bill-expands-charitable-giving-to-all-dc-retirement-plans/napa-net.orgWed, 13 May 2026 00:00:00 GMTDOL Grants Temporary Relief on SECURE 2.0 Paper Statement Ruleshttps://401kspecialistmag.com/dol-grants-temporary-relief-on-secure-2-0-paper-statement-rules/https://401kspecialistmag.com/dol-grants-temporary-relief-on-secure-2-0-paper-statement-rules/401kspecialistmag.comWed, 13 May 2026 00:00:00 GMTPBGC Updates Info About Practitioner Filingshttps://www.asppa-net.org/news/2026/5/pbgc-updates-info-about-practitioner-filings/https://www.asppa-net.org/news/2026/5/pbgc-updates-info-about-practitioner-filings/asppa-net.orgWed, 13 May 2026 00:00:00 GMT'Who's Asking for This?' Jerry Schlichter on Private Investments in 401(k)shttps://www.napa-net.org/news/2026/5/whos-asking-for-this-jerry-schlichter-on-private-investments-in-401ks/https://www.napa-net.org/news/2026/5/whos-asking-for-this-jerry-schlichter-on-private-investments-in-401ks/napa-net.orgWed, 13 May 2026 00:00:00 GMTAre Optional SECURE Act Provisions Being Adopted?https://www.asppa-net.org/news/2026/5/are-optional-secure-act-provisions-being-adopted/https://www.asppa-net.org/news/2026/5/are-optional-secure-act-provisions-being-adopted/asppa-net.orgMon, 11 May 2026 00:00:00 GMTAscensus to Acquire AmericanTCS, Expanding Client Solutions and Delivering Enhanced Value to the Marketplacehttps://www.prnewswire.com/news-releases/ascensus-to-acquire-americantcs-expanding-client-solutions-and-delivering-enhanced-value-to-the-marketplace-302768434.htmlhttps://www.prnewswire.com/news-releases/ascensus-to-acquire-americantcs-expanding-client-solutions-and-delivering-enhanced-value-to-the-marketplace-302768434.htmlprnewswire.comMon, 11 May 2026 00:00:00 GMTExamine Private Credit in 401(k) Plans, Senior House Member Urgeshttps://www.asppa-net.org/news/2026/5/examine-private-credit-in-401k-plans-senior-house-member-urges/https://www.asppa-net.org/news/2026/5/examine-private-credit-in-401k-plans-senior-house-member-urges/asppa-net.orgMon, 11 May 2026 00:00:00 GMTKelsey's (K)orner: SECURE 2.0's Most Misunderstood Tax Credithttps://www.napa-net.org/news/2026/5/kelseys-korner-secure-2.0s-most-misunderstood-tax-credithttps://www.napa-net.org/news/2026/5/kelseys-korner-secure-2.0s-most-misunderstood-tax-creditnapa-net.orgMon, 11 May 2026 00:00:00 GMTSMBs Share Concerns Over Their Own Retirement Readinesshttps://401kspecialistmag.com/smbs-share-concerns-over-their-own-retirement-readiness/https://401kspecialistmag.com/smbs-share-concerns-over-their-own-retirement-readiness/401kspecialistmag.comMon, 11 May 2026 00:00:00 GMTWhy TPAs Will Play a Role in Next Phase of PEP Growthhttps://401kspecialistmag.com/why-tpas-will-play-a-role-in-next-phase-of-pep-growth/https://401kspecialistmag.com/why-tpas-will-play-a-role-in-next-phase-of-pep-growth/401kspecialistmag.comMon, 11 May 2026 00:00:00 GMTIn the Age of Digital Tech, Participants Still Value Human Advicehttps://401kspecialistmag.com/in-the-age-of-digital-tech-participants-still-value-human-advice/https://401kspecialistmag.com/in-the-age-of-digital-tech-participants-still-value-human-advice/401kspecialistmag.comThu, 07 May 2026 00:00:00 GMTFinancial Challenges and Inflation Push Pre-Retirees to Delay Retirementhttps://401kspecialistmag.com/financial-challenges-inflation-delay-retirement/https://401kspecialistmag.com/financial-challenges-inflation-delay-retirement/401kspecialistmag.comThu, 07 May 2026 00:00:00 GMTSchlichter Bogard Files a 5th VBO Fiduciary Suithttps://www.napa-net.org/news/2026/5/schlichter-bogard-files-a-5th-vbo-fiduciary-suit/https://www.napa-net.org/news/2026/5/schlichter-bogard-files-a-5th-vbo-fiduciary-suit/napa-net.orgThu, 07 May 2026 00:00:00 GMTAccount Aggregation the 'Missing Link' for In-Plan Retirement Incomehttps://401kspecialistmag.com/account-aggregation-the-missing-link-for-in-plan-retirement-income/https://401kspecialistmag.com/account-aggregation-the-missing-link-for-in-plan-retirement-income/401kspecialistmag.comWed, 06 May 2026 00:00:00 GMTFifth Circuit Will Revisit Whether 'Appropriate Equitable Relief' Includes Monetary Remedieshttps://www.yourerisawatch.com/2026/05/fifth-circuit-will-revisit-whether-appropriate-equitable-relief-includes-monetary-remedies/https://www.yourerisawatch.com/2026/05/fifth-circuit-will-revisit-whether-appropriate-equitable-relief-includes-monetary-remedies/yourerisawatch.comWed, 06 May 2026 00:00:00 GMTHere's Why Employers Should Support Employee Financial Advicehttps://www.napa-net.org/news/2026/5/heres-why-employers-should-support-employee-financial-advice/https://www.napa-net.org/news/2026/5/heres-why-employers-should-support-employee-financial-advice/napa-net.orgWed, 06 May 2026 00:00:00 GMTQuickBooks, Vestwell Launch Integrated 401(k) for SMBshttps://401kspecialistmag.com/quickbooks-vestwell-launch-integrated-401k-for-smbs/https://401kspecialistmag.com/quickbooks-vestwell-launch-integrated-401k-for-smbs/401kspecialistmag.comWed, 06 May 2026 00:00:00 GMTTips for Plan Fiduciaries on Managing Cybersecurity Riskhttps://www.asppa-net.org/news/2026/5/tips-for-plan-fiduciaries-on-managing-cybersecurity-risk/https://www.asppa-net.org/news/2026/5/tips-for-plan-fiduciaries-on-managing-cybersecurity-risk/asppa-net.orgWed, 06 May 2026 00:00:00 GMTVestwell Lands Deal to Power QuickBooks 401(k) for SMBshttps://www.napa-net.org/news/2026/5/vestwell-lands-deal-to-power-quickbooks-401k-for-smbs/https://www.napa-net.org/news/2026/5/vestwell-lands-deal-to-power-quickbooks-401k-for-smbs/napa-net.orgWed, 06 May 2026 00:00:00 GMTWho Participates in Retirement Plans, 2020 — ICI Perspectivehttps://www.ici.org/files/2026/per32-04.pdfhttps://www.ici.org/files/2026/per32-04.pdfici.orgWed, 06 May 2026 00:00:00 GMTDOL Wants to Help Make Fiduciary Case in 2 More 401(k) Forfeiture Reallocation Suitshttps://www.napa-net.org/news/2026/5/dol-wants-to-help-make-fiduciary-case-in-2-more-401k-forfeiture-reallocation-suits/https://www.napa-net.org/news/2026/5/dol-wants-to-help-make-fiduciary-case-in-2-more-401k-forfeiture-reallocation-suits/napa-net.orgTue, 05 May 2026 00:00:00 GMTKelsey's (K)orner: The SEC Cracks a Window for PEPshttps://www.napa-net.org/news/2026/5/kelseys-korner-the-sec-cracks-a-window-for-peps/https://www.napa-net.org/news/2026/5/kelseys-korner-the-sec-cracks-a-window-for-peps/napa-net.orgTue, 05 May 2026 00:00:00 GMTDOL Allows UBS Asset Managers to Keep Serving Plans Under 10-Year Exemptionhttps://www.federalregister.gov/documents/2026/05/04/2026-08625/exemption-for-certain-ubs-ag-ubs-asset-managers-located-in-zurich-switzerlandhttps://www.federalregister.gov/documents/2026/05/04/2026-08625/exemption-for-certain-ubs-ag-ubs-asset-managers-located-in-zurich-switzerlandfederalregister.govMon, 04 May 2026 00:00:00 GMTMesirow to Acquire LeafHouse Financial Advisors, a Division of LeafHouse Financial Group, Expanding Mesirow's Fiduciary Solutions Platformhttps://www.prnewswire.com/news-releases/mesirow-to-acquire-leafhouse-financial-advisors-a-division-of-leafhouse-financial-group-expanding-mesirows-fiduciary-solutions-platform-302760795.htmlhttps://www.prnewswire.com/news-releases/mesirow-to-acquire-leafhouse-financial-advisors-a-division-of-leafhouse-financial-group-expanding-mesirows-fiduciary-solutions-platform-302760795.htmlprnewswire.comMon, 04 May 2026 00:00:00 GMTThinking ESOPs: Department of Labor Identifies New Enforcement Prioritieshttps://spotlightonbenefits.com/2026/thinking-esops-department-of-labor-identifies-new-enforcement-priorities/https://spotlightonbenefits.com/2026/thinking-esops-department-of-labor-identifies-new-enforcement-priorities/spotlightonbenefits.comMon, 04 May 2026 00:00:00 GMTASPPA — Pension Funding Knows no Seasonhttps://www.asppa-net.org/news/2026/4/pension-funding-knows-no-season/https://www.asppa-net.org/news/2026/4/pension-funding-knows-no-season/asppa-net.orgFri, 01 May 2026 00:00:00 GMTICI — Joint Comment Letter to SEC on Recordkeeping Requirements for Investment Advisershttps://www.ici.org/comment-letter/joint-comment-letter-to-the-sec-on-recordkeeping-requirements-for-investment-advisershttps://www.ici.org/comment-letter/joint-comment-letter-to-the-sec-on-recordkeeping-requirements-for-investment-advisersici.orgFri, 01 May 2026 00:00:00 GMTASPPA — Interest Crediting Rate as a Market Rate of Return: Risks for Small Cash Balance Planshttps://www.asppa-net.org/news/2026/4/interest-crediting-rate-as-a-market-rate-of-return-risks-for-small-cash-balance-plans/https://www.asppa-net.org/news/2026/4/interest-crediting-rate-as-a-market-rate-of-return-risks-for-small-cash-balance-plans/asppa-net.orgWed, 29 Apr 2026 00:00:00 GMTWagner — IRS Issues Updated FAQs on Code Section 127 Educational Assistance Programshttps://www.wagnerlawgroup.com/blog/2026/04/irs-issues-updated-faqs-on-code-section-127-educational-assistance-programs/https://www.wagnerlawgroup.com/blog/2026/04/irs-issues-updated-faqs-on-code-section-127-educational-assistance-programs/wagnerlawgroup.comWed, 29 Apr 2026 00:00:00 GMTBrad Campbell and Joshua Waldbeser on DOL's 401(k) Alternative Assets Planhttps://www.faegredrinker.com/en/insights/publications/2026/4/brad-campbell-and-joshua-waldbeser-discuss-dols-401k-alternative-assets-plan-in-thinkadvisorhttps://www.faegredrinker.com/en/insights/publications/2026/4/brad-campbell-and-joshua-waldbeser-discuss-dols-401k-alternative-assets-plan-in-thinkadvisorfaegredrinker.comTue, 28 Apr 2026 00:00:00 GMTPBGC Seeks OMB Renewal on Multiemployer Plan Information Collectionshttps://www.federalregister.gov/documents/2026/04/22/2026-07832/submission-of-information-collections-for-omb-review-comment-request-multiemployer-plan-regulationshttps://www.federalregister.gov/documents/2026/04/22/2026-07832/submission-of-information-collections-for-omb-review-comment-request-multiemployer-plan-regulationsfederalregister.govWed, 22 Apr 2026 00:00:00 GMTBusiness of Benefits — The Challenge of DOL's Newly Explicit Prudence Requirement to Read and Critically Review Investment Documentshttps://www.businessofbenefits.com/2026/04/articles/401k-guaranteed-lifetime-income/the-challenge-of-dols-newly-explicit-prudence-requirement-to-read-and-critically-review-investment-documents/https://www.businessofbenefits.com/2026/04/articles/401k-guaranteed-lifetime-income/the-challenge-of-dols-newly-explicit-prudence-requirement-to-read-and-critically-review-investment-documents/businessofbenefits.comMon, 20 Apr 2026 00:00:00 GMTIFEBP — Fiduciary Duties in Selecting Investments Proposed Rule: Six Factors for Prudencehttps://blog.ifebp.org/fiduciary-duties-in-selecting-investments-proposed-rule-six-factors-for-prudence/https://blog.ifebp.org/fiduciary-duties-in-selecting-investments-proposed-rule-six-factors-for-prudence/blog.ifebp.orgThu, 16 Apr 2026 00:00:00 GMTIFEBP — DOL Vacates Fiduciary Investment Advice Rulehttps://blog.ifebp.org/dol-vacates-fiduciary-investment-advice-rule/https://blog.ifebp.org/dol-vacates-fiduciary-investment-advice-rule/blog.ifebp.orgTue, 14 Apr 2026 00:00:00 GMTAdvisers Embrace PEPs as Fiduciary Risk Reduction Strategyhttps://www.planadviser.com/advisers-embrace-peps-as-fiduciary-risk-reduction-strategy/https://www.planadviser.com/advisers-embrace-peps-as-fiduciary-risk-reduction-strategy/planadviser.comMon, 13 Apr 2026 00:00:00 GMTEquitable Offers 403(b) PEP, Betterment Expands Solo 401(k)shttps://www.planadviser.com/equitable-offers-403b-pep-betterment-expands-solo-401ks/https://www.planadviser.com/equitable-offers-403b-pep-betterment-expands-solo-401ks/planadviser.comThu, 09 Apr 2026 00:00:00 GMTOrion to Integrate Pontera Data into Trading Platform Workflowshttps://www.planadviser.com/orion-to-integrate-pontera-data-into-trading-platform-workflows/https://www.planadviser.com/orion-to-integrate-pontera-data-into-trading-platform-workflows/planadviser.comWed, 08 Apr 2026 00:00:00 GMTOsaic Partners With 401GO for 401(k) Automationhttps://www.planadviser.com/osaic-partners-with-401go-for-401k-automation/https://www.planadviser.com/osaic-partners-with-401go-for-401k-automation/planadviser.comWed, 08 Apr 2026 00:00:00 GMTSixth Circuit — When ERISA Is Preemptedhttps://www.yourerisawatch.com/2026/04/when-erisa-gets-preempted/https://www.yourerisawatch.com/2026/04/when-erisa-gets-preempted/yourerisawatch.comWed, 08 Apr 2026 00:00:00 GMTDOL Issues Advice on Faith-Based Employers’ Retirement Planshttps://www.planadviser.com/dol-issues-advice-on-faith-based-employers-retirement-plans/https://www.planadviser.com/dol-issues-advice-on-faith-based-employers-retirement-plans/planadviser.comTue, 07 Apr 2026 00:00:00 GMTDOL Proposed Rule Aims to Facilitate Alternative Assets in 401(k) Planshttps://www.erisapracticecenter.com/2026/03/dol-issues-proposed-rule-and-safe-harbor-intended-to-facilitate-the-inclusion-of-alternative-assets-in-401k-plans/https://www.erisapracticecenter.com/2026/03/dol-issues-proposed-rule-and-safe-harbor-intended-to-facilitate-the-inclusion-of-alternative-assets-in-401k-plans/erisapracticecenter.comTue, 31 Mar 2026 00:00:00 GMTHas Class Certification Returned as a Barrier to ERISA Fiduciary Duty Litigation?https://www.bostonerisalaw.com/2026/03/has-class-certification-returned-as-a-significant-barrier-to-erisa-breach-of-fiduciary-duty-litigation/https://www.bostonerisalaw.com/2026/03/has-class-certification-returned-as-a-significant-barrier-to-erisa-breach-of-fiduciary-duty-litigation/bostonerisalaw.comTue, 17 Mar 2026 00:00:00 GMTRoth Catch-Up Rules for Rehires Under the Final Regulationshttps://spotlightonbenefits.com/2026/roth-catch-up-rules-for-rehires-what-employers-need-to-know-under-the-final-regulations/https://spotlightonbenefits.com/2026/roth-catch-up-rules-for-rehires-what-employers-need-to-know-under-the-final-regulations/spotlightonbenefits.comWed, 28 Jan 2026 00:00:00 GMTThe Roth Catch-Up Contribution Requirement and a Statutory Mergerhttps://spotlightonbenefits.com/2026/the-roth-catch-up-contribution-requirement-and-a-statutory-merger/https://spotlightonbenefits.com/2026/the-roth-catch-up-contribution-requirement-and-a-statutory-merger/spotlightonbenefits.comWed, 07 Jan 2026 00:00:00 GMTDC Plan Innovation and Retirement Loan Protection (RLP)https://www.businessofbenefits.com/2025/10/articles/fiduciary-issues/dc-plan-innovation-and-rlp/https://www.businessofbenefits.com/2025/10/articles/fiduciary-issues/dc-plan-innovation-and-rlp/businessofbenefits.comThu, 23 Oct 2025 00:00:00 GMTThe In-Plan Annuity and DOL Advisory Opinion 2025-04https://www.businessofbenefits.com/2025/09/articles/401k-guaranteed-lifetime-income/the-in-plan-annuity-and-the-dols-new-advisory-opinion-2025-04/https://www.businessofbenefits.com/2025/09/articles/401k-guaranteed-lifetime-income/the-in-plan-annuity-and-the-dols-new-advisory-opinion-2025-04/businessofbenefits.comWed, 24 Sep 2025 00:00:00 GMT