This is the 2026 revised and updated edition of Ropes & Gray’s ERISA Compliance Handbook for Asset Managers. Like the original Handbook, this new edition is intended to support managers of U.S. private pension assets with a helpful resource that explains the basic rules and requirements of ERISA as they relate to the investment of pension funds and other asset pools subject to ERISA, in contexts relevant to fiduciary activity.
Although every effort has been made to reflect current guidance on key issues, this area of the law is continuously evolving, and new guidance appears on a regular basis. While the last Section aims to provide a summary of the most significant recent developments affecting ERISA plan fiduciaries, we advise the readers of this Handbook to continue to regularly watch for new developments and always consult qualified legal counsel for further explanation or substantive application of the rules to any given situation.
Sections
If you have particular questions regarding the content in this Handbook, please email ERISAFiduciaryPractice@ropesgray.com or contact one of the following members of our ERISA Fiduciary practice.
Special thanks to Peter Rosenberg, a former partner in Ropes & Gray’s ERISA Fiduciary Practice, for his invaluable assistance with revising and updating the latest edition of the Handbook.