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2026 Q4 DC quarterly update

November 4, 2026 | 1 PM ET

Join us the day after the midterm election for an immediate look at what the results could mean for DC plan sponsors and the 2027 legislative agenda.

Overview

Please join us on November 4th where we’ll cover some of the most critical issues impacting DC plan sponsors this quarter, including:

  • A post-election outlook: What the midterms could mean for the 2027 legislative agenda
  • CITs in 403(b): Will Congress act during the lame-duck session?
  • IRS updates: Key guidance on plan amendments, rollovers, and the Saver’s Match
  • Trump Accounts: Update on the latest proposed regulations
  • Developments with AI and managed accounts
  • The latest on DC-focused litigation

We look forward to your participation on November 4th at 1 PM ET. 

Please see important notices.