The Daily Brief for Benefits Professionals
BenefitsWire
Retirement Plans
October 27, 2026
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6 items · ~2 min read
In this issue
Regulatory Action and Guidance (3) · General Benefits (3)
Regulatory Action and Guidance
3 items“Compliance News | October 26, 2026 The PBGC is planning to expand the information that multiemployer pension plans receiving Special Financial Assistance (SFA) must provide as part of the Annual Statement of Compliance (ASOC) that must be filed every year through 2051.” MORE >>
Source: Segal
“On October 15, 2026, the Retire Through Ownership Act was signed into law, amending the Employee Retirement Income Security Act of 1974 (ERISA) to provide protection to fiduciaries of employee stock ownership plans (ESOPs) who rely on independent valuations of privately held stock. This change permits fiduciaries to rely in good faith on valuations prepared by independent valuation experts or business appraisers who use the methodologies established under the Internal Revenue Service Revenue Ruling 59-60, which describes the factors used to form a valuation of the stock for a closely held business. This change is effective for valuations made on and after the date the law was signed.” MORE >>
Source: Arnold & Porter
[Retirement Plans]
Developing Mistakes Happen – IRS Updates Its Retirement Plan Correction Program“Mistakes happen in every retirement plan: an eligible employee is left out, a payroll deduction is missed, or a participant loan goes unpaid. Left uncorrected, these errors can put the plan’s tax-favored status at risk.” MORE >>
Source: Snell & Wilmer
General Benefits
3 items“Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.” MORE >>
Source: PLANSPONSOR
“Research on lost savings supports the need for regulatory action.” MORE >>
Source: PLANSPONSOR
“Experts discussed variations among categories of lifetime income and how to overcome barriers to participant adoption.” MORE >>
Source: PLANSPONSOR