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July Business Services
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The Pension Design Group
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Compass
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3(16) Plan Customer Liaison, Enrollments Compass
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July Business Services
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Participant Services Representative West Coast BPAS
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Hilldrup.com
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Senior 401k Plan Administrator FMI Retirement Services
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401k Generation
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LucidHealth
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DWC (The 401k Experts)
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Senior Retirement Plan Administrator Daybright Financial
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PPS Pension Services
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Health Benefits Actuarial Consultant BPAS
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ERISA Services Inc.
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Free Publications
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Back to the Future: DOL Reinstates 1975 Fiduciary Test
Snell & Wilmer 
[Guidance Overview] Mar. 23, 2026 "The return to the Five-Part Test narrows who is treated as a fiduciary. In general, an adviser is only considered an ERISA fiduciary if they provide investment advice on a regular basis under a mutual understanding that the advice will serve as a primary basis for investment decisions.... [An] adviser who recommends that a departing employee roll over a 401(k) balance into an IRA may not be acting as an ERISA fiduciary." MORE >> |
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