Annual Retirement Plan Regulatory Update

The regulatory landscape continues to evolve, creating new challenges and opportunities for retirement plan fiduciaries. Join us for our 2026 Regulatory Update webinar, where we'll discuss the most significant developments affecting retirement plans and the practical steps plan sponsors should consider before year-end.

During this webinar, we'll review proposed Department of Labor regulations impacting investment selection and fiduciary oversight, important IRS guidance and plan document deadlines, legislative developments tied to SECURE 2.0, and recent court cases that continue to shape fiduciary best practices. We'll also explore emerging industry trends, including private equity, private credit, and guaranteed income solutions in defined contribution plans.

Whether you serve on a retirement plan committee, oversee benefits, or support plan administration, this webinar will provide timely insights to help you navigate compliance obligations, strengthen governance practices, and prepare for the year ahead.

You'll Learn About:

• Proposed DOL guidance affecting investment selection and fiduciary decision-making

• Key SECURE 2.0 amendment and plan document deadlines

• Recent litigation trends and lessons for fiduciary committees

• Legislative developments impacting retirement plans

• The growing role of private markets and lifetime income products in defined contribution plans

• Practical action items for plan sponsors heading into 2027

Bonus: All registrants will receive a copy of our full 2025 Regulatory Update following the session.

Date: Tuesday, October 20, 2026
Time: 10:00 a.m. - 11:00 a.m. PST