fiduciary duty

Proposed DOL Rule Includes Safe Harbor for Those Weighing Plan Investment Options, Including Private Market Exposure
Team SummitEmployer Resource Center, Fiduciary Governance, Plan InvestmentsComments are off for this post
In March 2026, the U.S. Department of Labor (DOL) proposed a rule related to fiduciary prudence under the Employee Retirement Income Security Act of 1974 (ERISA). The proposed Fiduciary Duties in Selecting Designated Investment Alternatives rule clarifies fiduciary obligations when selecting investment options in defined contribution plans, including funds that contain private market investments, and  Read More →
DOL Backs Employers in Forfeiture Litigation
Team SummitEmployer Resource Center, Fiduciary Governance, Plan Operations & AdminComments are off for this post
The U.S. Department of Labor (DOL) is urging a federal appeals court to uphold the dismissal of a lawsuit claiming that an employer misused retirement plan forfeitures. On January 30, 2026, the DOL filed an amicus brief with the U.S. Court of Appeals for the Third Circuit in Barragan v. Honeywell Int’l Inc., asking the  Read More →
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 →

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