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Posts from August 2026.
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Plan sponsors should begin preparing now for the upcoming deadline to formally amend retirement plans for compliance with SECURE 2.0. For most qualified retirement plans, including 401(k) plans, profit sharing plans, ESOPs, and certain 403(b) plans, SECURE 2.0 amendments generally must be adopted by December 31, 2026

Categories: ERISA, ESOPs, Retirement Plans
Posted by: , , and
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On July 22, 2026, the DOL published a proposed rule that would create a similar safe harbor for group health plans governed by ERISA that was adopted in 2020. The proposed safe harbor would allow administrators of group health plans to furnish certain ERISA-required notices and documents electronically through a notice-and-access method. Under that approach, participants and beneficiaries would receive a notice that required disclosures are available online, rather than receiving paper copies by default.

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