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Weekly Highlights: Retirement Plans
Week ending January 16, 2026
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► 20 New Job Opportunities
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Text of PBGC Comprehensive Premium Filing Instructions for 2026 Plan Years (PDF)
Pension Benefit Guaranty Corporation [PBGC]
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Text of IRS Form 5330: Return of Excise Taxes Related to Employee Benefit Plans (PDF)
Internal Revenue Service [IRS]
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Text of IRS Notice 2026-13: Safe Harbor Explanations for Eligible Rollover Distributions (PDF)
Internal Revenue Service [IRS]
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EBSA Updates National Enforcement Projects for Employee Benefit Plans
Employee Benefits Security Administration [EBSA], U.S. Department of Labor [DOL]
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Text of 2025 IRS Form 8955-SSA: Annual Registration Statement Identifying Separated Participants with Deferred Vested Benefits (PDF)
Internal Revenue Service [IRS]
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Initial Guidance Released on Trump Accounts
Sequoia
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Trump Accounts: What's Still to Come?
PLANSPONSOR; registration may be required
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USPS Final Postmark Rules May Complicate Timely Tax Filings
Morgan Lewis
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The SECURE 2.0 Act Amendment: What Employers Can Expect in 2026
Employee Fiduciary
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Employer Contributions to Trump Accounts
Reinhart Boerner Van Deuren s.c.
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DOL Files Amicus Brief Clarifying Legal Framework for Pension Risk Transfers
Employee Benefits Security Administration [EBSA], U.S. Department of Labor [DOL]
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Fifth Circuit Addresses Arbitration and Remedies in ERISA Dispute
Miller & Chevalier
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Plaintiffs' Pension Risk Transfer Claims Don't Stand: Verizon Scores Sweeping Dismissal, and DOL Urges Same Fate for Lockheed
Thompson Hine
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'Deskless' Workers Need Support with Workplace Benefits
InsuranceNewsNet.com
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2026 Fiduciary Compliance Dates for Plan Sponsors
CAPTRUST
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Key Issues to Watch in ERISA Defined Contribution Plan Class Action Litigation in 2026
Mayer Brown LLP via JDSupra
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House Passes Bill to Limit Consideration of ESG Factors in Retirement Plan Investments
Financial Advisor
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The Year In ERISA Litigation: 2025 Trends And What to Watch In 2026 (PDF)
Willkie Farr & Gallagher LLP, in Mealey's Litigation Report
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Proposed Legislation Would Postpone Discovery in ERISA Litigation
Phelps Dunbar LLP
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2025 Workplace Wellness Survey (PDF)
Employee Benefit Research Institute [EBRI]
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Employee Benefits Jobs
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💼
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Actuary
The Pension Source
Remote / Stuart FL / Abilene TX / Nashville TN
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Plan Manager
Automotive Industries Trust Funds
Dublin CA / Hybrid
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