Please join us for our...
2026 Annual Legislative & Regulatory Update:
What's Next For Retirement Plans in 2026
Wednesday, February 25, 2026 | 4:30 pm - 8:30 pm | Timber Creek Ballroom in Roseville
Topic Overview
This session provides a timely update on the regulatory and legislative developments shaping the retirement plan landscape in 2026. We’ll cover key activity out of Congress, the DOL, IRS, and SEC—including SECURE 2.0 implementation issues (yes, still!), evolving fiduciary and enforcement priorities from EBSA, and emerging policy proposals including those that are evolving from Executive Orders. We will also briefly address the increased activity from the DOL with the courts - filing several recent amicus briefs. Attendees will leave with a clear understanding of what’s changing, what’s new, and what plan sponsors and service providers should be watching closely in the months ahead.
About our Speakers
Tina Anstett is an Executive Director, ERISA Strategist for J.P. Morgan Asset Management’s Retirement Insights Team in New York. In this role, she oversees the development and delivery of retirement insights, focusing on the regulatory and legislative landscape.
Previously, Tina served as Chief Legal Officer and Head of Fiduciary Services at Smart USA Co. (Smart), where she supported the design and delivery of Smart’s ERISA fiduciary oversight services, provided regulatory guidance for their retirement plan technology development initiatives, and offered general legal and governance support to Smart and its subsidiaries. She also sat on the Board of Directors of Smart’s subsidiary Smart Retirement Solutions, Inc. (SRS) and was a member of the SRS Fiduciary Oversight Committee. Before joining Smart in 2022, Tina was Director, Advanced Markets-401(k), and later Director, Product Regulatory and Sales Support within Equitable’s Group Retirement business. Prior to Equitable, she served as Chief Legal Officer for USI Consulting Group. Tina holds a BA from New York University, a JD from Western New England University School of Law and is a member of the Connecticut Bar.
Bonnie Treichel
Bonnie Treichel is the Founder and Chief Solutions Officer of Endeavor Retirement, a consulting firm dedicated to solving problems for plan sponsors, advisors and service providers in the retirement plan industry. Bonnie is also an ERISA attorney and nationally known speaker and thought leader in retirement plan governance and best practices. Outside of work, Bonnie enjoys traveling, spending time with her golden retrievers, Sadie and Sunny, running, riding her bike and volunteering for Make a Wish.