Retirement Plans Update: A (Brave?) New World of Election Impacts, Court Rulings, and Key Regulatory Changes

ALI CLE [American Law Institute Continuing Legal Education]

Just months into the year, benefits practitioners are already facing a (brave?) new world. The 2024 election, combined with the Supreme Court’s landmark decision in Loper Bright, could significantly reshape the legal and regulatory framework for retirement plans. These developments may introduce new challenges and opportunities for plan sponsors, fiduciaries, and practitioners for years to come. Join our expert panel of benefits practitioners for an insightful, 90-minute discussion on how shifting administrative policies, judicial rulings, and legislative initiatives are affecting retirement plans today.

What You Will Learn 

Stay ahead of critical legal and policy changes that may impact retirement plan administration, compliance, and fiduciary responsibilities. Key topics include:

• The potential impact of the election and Loper Bright on tax-qualified retirement plans, including prospects for SECURE 3.0 and other legislative and regulatory changes.
• Plan amendment considerations in response to evolving legal and administrative requirements.
• Emerging fiduciary issues, including developments related to the "retirement security" regulation, ESG investing, ESOPs, voluntary compliance, recent amendments to the QPAM exemption, and enforcement trends.
• The latest administrative and regulatory shifts affecting retirement plan oversight.
• Updates on pension plan changes and key litigation shaping the future of retirement benefits.

More Information, How to Register