The Daily Brief for Benefits Professionals
BenefitsWire
Retirement Plans · June 11, 2026
Expert Analysis
Creating Committees of Excellence
“Crafting a successful plan committee usually includes outsourcing fiduciary responsibilities, customizing the structure and following plan documents.”
PLANSPONSOR
Monthly Roundup (May 2026)
“DOL Issues Field Assistance Bulletin on Guiding Principles for EBSA Enforcement PrioritiesMay 1, 2026 Groom Law Group Recognized in BTI Super Listener A-Team 2026May 4, 2026 Executive Order Directs Agencies to Promote Access to Individual Retirement AccountsMay 4, 2026 SEC Clarifies Registration Issues for PEPsMay 6, 2026 Happy Mother’s Day from the Departments!”
Groom Law Group
How to Design a Plan: Prioritize Real Lives, Not Templates
“Employers from Google to Prestage Farms said plan sponsors must look beyond one-size-fits-all retirement benefits and choose benefits based on their workers’ circumstances.”
PLANSPONSOR
Does ERISA Require a 403(b) Plan to Have a Committee Charter?
“Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.”
PLANSPONSOR
Regulatory Action and Guidance
DOL Provides Interim Relief on SECURE 2.0 Paper Statement Rules While Final Regulations Remain Pending
“On May 12, 2026, the DOL issued Field Assistance Bulletin 2026-02”
Trucker Huss
Exemption for Certain Prohibited Transactions Involving the Goldman Sachs Group, Inc. (Goldman) Located in New York, New York
“This exemption allows current and future Goldman-related asset managers to continue to rely on Prohibited Transaction Exemption 84-14 (PTE 84-14), notwithstanding the GS Malaysia FCPA Conviction, if certain conditions are met.”
Federal Register
IRA Nonbank Trustees – Alternative Way to Meet Net Worth Requirement
“Now, with the guidance set forth in Notice 2026-32, effective May 21, 2026, broker-dealers have an”
Groom Law Group
ERISA Litigation
$23M Settlement Ends MetLife’s Mortality Table Case
“Plaintiffs alleged that MetLife had given them fewer benefits after using actuarial tables dating back to the disco era.”
PLANADVISER
Press Releases
Fidelity Adds Guaranteed Income-Embedded CITs to Target-Date Lineup
“The suite will include optional allocations to lifetime income through Nationwide and New York Life.”
PLANADVISER
Webinars
PLANSPONSOR National Conference 2026
“Groom principals David Levine, George Sepsakos, and Rosie Zaklad will be presenting at the 2026 PLANSPONSOR National Conference (“PSNC”) taking place May 31-June 3, 2026, in Nashville, Tennessee.”
Groom Law Group