Retirement Legal Consulting & Compliance Update

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Retirement Legal Consulting & Compliance Update
Third Quarter - 2026

Retirement Legal Consulting & Compliance Update

Quarterly insights to help plan sponsors navigate evolving retirement, fiduciary, and regulatory challenges.

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Aon’s Retirement Legal Consulting & Compliance Quarterly Update summarizes key legal, regulatory, and litigation developments affecting qualified retirement plans. Designed for plan sponsors and fiduciaries, the Quarterly Update offers practical insights to help organizations manage compliance obligations, strengthen plan governance and fiduciary processes, evaluate plan design considerations, and make informed decisions for plan participants and beneficiaries.

 

Key Insights Include:

  1. New Federal Savings Programs Expand Retirement Savings Opportunities
    The Saver's Match program, TrumpIRA.gov, Trump Accounts, and new Trump Account app are expanding the retirement savings landscape, creating new ways to engage savers while presenting important implementation considerations for plan sponsors.
  2. SEC Guidance Removes Regulatory Uncertainty for Pooled Employer Plans (PEPs)
    Long-awaited SEC guidance aligns securities law treatment with the PEP framework established by the SECURE Act, supporting broader adoption and continued access to institutional investment structures.
  3. Proposed SEC Rule Changes Could Ease Public Company Reporting Requirements
    The SEC is considering a significant simplification of filer classifications and disclosure obligations, potentially reducing compliance burdens for many public companies.
  4. PBGC Introduces New Programs to Help Plan Sponsors Navigate Complex Compliance Issues
    The agency's revived opinion letter program and new amicus curiae initiative provide additional avenues for sponsors to obtain guidance and clarity on pension and ERISA-related matters.
  5. Appeals Courts Prepare to Weigh In on Retirement Plan Forfeiture Litigation
    Multiple federal appellate courts are expected to address key legal questions surrounding plan forfeitures, with decisions likely to shape the future of one of the most active areas of ERISA litigation.
  6. Congress Considers Legislation Designed to Reshape ERISA Fiduciary Litigation
    Proposed reform legislation would raise pleading standards and limit discovery in certain ERISA cases, potentially changing the litigation landscape for plan sponsors and fiduciaries.
  7. Governance, Documentation and Fiduciary Oversight Remain Critical Themes Across Emerging Developments
    New guidance, litigation trends, and evolving plan design opportunities continue to reinforce the importance of prudent governance processes, clear plan documentation and active fiduciary oversight.
 

If you would like to discuss how these recent legal, regulatory, and plan governance developments may affect your retirement programs, please contact the Aon Retirement Legal Consulting & Compliance Group for additional guidance and perspective.

 

Retirement Legal Consulting & Compliance Update

Third Quarter – 2026

Download the Retirement Legal Consulting & Compliance Update

 

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