Sales & Marketing | 07.08.26

DOL Rule List Focuses on Alts, End of ESG

by: James Van Bramer

The Department of Labor is moving ahead with several retirement-plan regulations tied to fiduciary duties, alternative investments and SECURE 2.0 implementation. The agency’s 2026 regulatory agenda shows the Employee Benefits Security Administration is reworking guidance on ESG considerations and fiduciary duties for selecting designated investment alternatives, including options with private equity or private credit exposure. New guidance is also expected on target-date-fund benchmarks, employee stock ownership plan valuations and prohibited transaction exemption procedures. Separately, the Treasury Department and IRS are moving SECURE 2.0 guidance toward final rules covering required minimum distributions, long-term part-time employees and automatic enrollment requirements.

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