Posts from April 2026.
Recent federal court decisions vacating the Department of Labor’s (DOL) 2024 fiduciary rule have prompted a common and practical question from retirement plan service providers: Does this change affect whether we still need to rely on PTE 2020‑02 for non‑discretionary fiduciary advice? For providers acting as ERISA fiduciaries, the ...
Earlier this month, the U.S. Department of Labor’s Employee Benefits Security Administration (EBSA) issued Field Assistance Bulletin No. 2026‑01, outlining new principles for how the agency will now approach ERISA enforcement. While styled as internal guidance for EBSA investigators, the bulletin signals where the DOL intends to ...