Skip to main content
Education Lab

LAB26-09. Retirement Plan Regulatory Developments and Practical Impacts for 2026, presented by Paychex

Join us for an educational session exploring current retirement plan regulatory developments and their practical implications for 2026. This session addresses how recent legislative changes, regulatory guidance, and tax incentives are implemented and interpreted, and what they mean for plan sponsors, firms, and their clients. Attendees gain insight into compliance considerations, emerging best practices, and planning opportunities to help clients maximize retirement readiness, manage risk, and adapt to the evolving retirement landscape.

Learning Objectives:

  • Identify key retirement plan regulatory developments and their impact on firms and plan sponsors.
  • Recognize current retirement plan provisions and tax incentives, including recently implemented and phased-in changes.
  • Recognize emerging industry trends and regulatory guidance influencing retirement plan design, administration, and compliance.
  • Distinguish practical considerations for advising firms and clients on retirement plan strategies in 2026.
Date/Time
CPE Credits
0.5
NASBA Field of Study
Personnel/Human Resources
Level
Basic/beginner – (0-2 years in the profession)
Prerequisites
0-2 years in the profession
Advanced Preparation
None
Session Tags
Personal Financial Planning