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 in 2026. This session will address how recent legislative changes, regulatory guidance, and tax incentives are being implemented and interpreted, and what they mean for plan sponsors, firms, and their clients. Attendees will gain insights 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:
- Analyze the current retirement plan regulatory environment and its impact on firms and plan sponsors
- Evaluate key retirement plan provisions and tax incentives currently in effect, including recently implemented and phased‑in changes
- Assess emerging industry trends and regulatory guidance influencing retirement plan design, administration, and compliance
- Apply 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