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In network coverage since August 27, 2026 · 16+ stories

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Policy & ERISA

Trump signs ESOP valuation bill with good-faith defense for fiduciaries

Fiduciaries who rely in good faith on an independent appraisal under IRS Revenue Ruling 59-60 get a statutory defense; the House passed the Senate text 401-14 in September 2026.

Policy & ERISA · Oct 12EBSA's Aronowitz outlines process safe harbors in proposed Investment Selection Rule

The Close · Sep 24The private-markets TDF case rests on private equity alone

Policy & ERISA · Sep 23A 60 claiming age leaves the occupation list to three agencies

Policy & ERISA · Sep 23A manufactured comment file is the rule's real exposure

The Wrap · Sep 22The 401(k) private-asset push lost its benchmark

Policy & ERISA · Sep 21The 401(k) safe harbor's weak flank is its comment file

Policy & ERISA · Sep 17ESOP valuation bill reaches the president with a good-faith defense

RIA · Sep 17House hands ESOP fiduciaries a valuation safe harbor, 401-14

Policy & ERISA · Sep 17The House just wrote the ESOP valuation rule the DOL never issued

Policy & ERISA · Sep 11The case for outside 401(k) advice ends at the login

The Close · Sep 11The DOL's safe harbor hands participants the private-credit mark

Investments · Sep 8The managed account becomes the default

Policy & ERISA · Sep 1AT&T pension suit hits the delegation wall again

The Wrap · Aug 28Principal wraps private markets in CITs while DOL's benchmark stalls

Policy & ERISA · Aug 27GAO asks DOL to define retirement data privacy rules

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Trump signs ESOP valuation bill with good-faith defense for fiduciaries