Year-End Compliance Update

Aon's Better Being Podcast

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Year-End Compliance Update

2026 Year-End Compliance Update

Insights to help plan sponsors meet compliance obligations, reduce fiduciary risk and prepare for the year ahead.

Read the Report

As year-end 2026 approaches, retirement plan sponsors and fiduciaries are encouraged to review compliance obligations, plan design opportunities, governance processes, and administrative practices that may reduce fiduciary risk and prepare plans for 2027. The update focuses on recent legislative and regulatory changes, litigation trends, and actions that may help prevent future claims or adverse audit findings. 

Key Insights Include:

  1. Preparing for regulatory requirements and evolving plan needs. Examine key considerations for required and discretionary plan amendments, while positioning plans for future opportunities.
  2. Strengthening governance practices to help manage fiduciary and litigation risk. The report highlights several current client issues and actions for plan sponsors to consider before year-end.
  3. Improving plan administration and reinforce fiduciary processes during year-end reviews. Explore best practice opportunities to support plan administration while reinforcing a well-documented fiduciary decision-making process.

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.

Year-End Compliance Update

2026 Year-End Compliance Update

 Insights to help plan sponsors meet compliance obligations, reduce fiduciary risk and prepare for the year ahead.

Read the Report
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