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