Foley & Lardner·EMPLOYMENT / LABOR

ERISA Education vs. Advice Line: Sponsors Must Avoid Fiduciary Liability

Plan sponsors seeking to lift participant retirement fluency must keep communications within DOL Interpretive Bulletin 96-1's education safe harbor, since any drift into individualized advice triggers ERISA fiduciary exposure.

erisa-fiduciaryretirement-literacyinvestment-educationdol-bulletin-96-1plan-sponsor
Read the original firm alert →Thursday, July 16, 2026

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