403b

Fiduciary Hot Topics – Q1 2026
Team SummitEmployer Resource Center, Fiduciary GovernanceComments are off for this post
The retirement plan landscape continues to evolve as plan sponsors, advisors, and regulators navigate new litigation, legislative developments, and investment trends. From court decisions reinforcing the importance of strong fiduciary processes to the potential expansion of investment options for 403(b) plans, several noteworthy developments are emerging across the retirement plan space. These issues continue to  Read More →
OMB Poised to Review Proposed Rule on Paper Statements and E-disclosures
Team SummitEmployer Resource Center, Plan Operations & AdminComments are off for this post
The regulatory follow-through on SECURE 2.0’s paper-statement mandate is now entering its next stage. The 2022 law includes provisions affecting how benefit statements must be delivered. In general, defined contribution (DC) plans will be required to furnish participants with at least one paper benefit statement each year, unless they affirmatively elect electronic delivery, for plan  Read More →
Supreme Court Lowers Bar for ERISA Lawsuits
Team SummitEmployer Resource Center, Fiduciary Governance, Plan Operations & AdminComments are off for this post
A recent Supreme Court ruling has changed the rules of the game for retirement plan lawsuits — and it could make life more challenging for plan sponsors. On April 17, 2025, the Court issued a unanimous decision in Cunningham v. Cornell University that makes it easier for certain ERISA lawsuits to move forward, potentially leading  Read More →

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