Wednesday, March 4, 2026
9:00 a.m. – 12:30 p.m. PT
Cost: Complimentary
Location: Virtual
You are invited to attend our half-day webinar addressing current events in the ever-changing world of employee benefits.
The Briefing will cover recent developments in employee benefits, including:
- The Latest in Health & Welfare. Overview of key developments in employer-sponsored health plans, including: Direct Primary Care Plans—what they are and how they work with high-deductible health plans; Fertility Benefits—new guidance regarding taxation of benefits and when such benefits can be considered excepted benefits; Direct-to-Employee/TrumpRx Drug Plans—what they are and how employers can offer them, plus issues to consider before adopting these plans; GLP-1 Weight Loss Medications—legal issues to consider when adding these drugs to your health plan; New proposed regulations for PBMs; PBM provisions in the Consolidated Appropriations Act; and Voluntary H&W Plans—analysis of recent class action litigation involving voluntary health and welfare plans, and strategies for maintaining compliance.
- Issues Impacting Qualified Retirement Plans. A focused discussion on the regulatory and legislative developments shaping qualified retirement plans in 2026 and beyond. We will cover upcoming amendment deadlines, the IRS’s current priority guidance agenda, anticipated SECURE 3.0 developments, and other emerging “hot button” issues plan sponsors and other plan fiduciaries should be focusing on now.
- Litigation Lessons and Minimizing Risks. Recent developments in ERISA litigation (including the latest in 401(k) plan forfeiture litigation), and lessons learned from that litigation about how to best comply with your fiduciary obligations.
- Executive Compensation Update. New developments regarding 457(b) plans and qualified small business stock, and an analysis of current litigation over whether incentive deferred compensation plans for financial advisors are subject to ERISA, and not bonuses exempt from ERISA’s anti-forfeiture rules.
- Fiduciary Trends. A focused discussion on a year of meaningful policy developments shaping the responsibilities of retirement plan fiduciaries. We will explore recent changes affecting permissible investments (including the use of alternative investments), emerging considerations related to the duty to monitor, the Department of Labor’s 2026 national enforcement initiatives, and practical strategies prudent fiduciaries can implement to best ensure compliance with ERISA’s high fiduciary standards.
REQUEST FOR QUESTIONS IN ADVANCE OF PRESENTATION: You are encouraged to submit questions in advance of the Briefing, as we may be able to take them into account in developing our presentations. Please direct all questions (technical or logistical) to: webinars@truckerhuss.com.
MCLE: This program is eligible for Continuing Legal Education (CLE) credit. Please contact Franchesca Grande at fgrande@truckerhuss.com to receive a CLE certificate of completion.
SHRM: Trucker Huss is recognized by SHRM to offer professional development credits (PDCs) for SHRM-CP® or SHRM-SCP® recertification activities. This program is valid for 3.5 hours of PDC for SHRM-CP® or SHRM-SCP®.
HRCI: This program has been approved for 3.5 (HR (General)) recertification credit hours toward aPHR™, aPHRi™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification through the HR Certification Institute.
