Confronting the Retirement Savings Gap
There’s good news, and there’s bad news. The good news is that the U.S. retirement system “works beautifully when people are in it and use it.” The bad news: 57 million Americans – nearly half of the population – don’t have access to a retirement plan at work.
November 09, 2022
DOL Extends Relief on Compliance with Fiduciary Exemption
Following requests by the IAA and others, the DOL has extended its grace period for compliance with its new Fiduciary Exemption through January 31, 2022 – and says it won’t enforce the specific requirements pertaining to rollovers until June 30, 2022.
October 28, 2021
DOL Adopts Rule Amendments to Address ESG Investing
DOL Adopts Rule Amendments to Address ESG Investing Amendments Drop “ESG” Terms, Update Tie-Breaker Test and Definition of “Pecuniary Factor” November 3, 2020 Following almost unanimous opposition, the DOL...
November 03, 2020
DOL ERISA Proposals Single Out ESG Investments for Extra Scrutiny
DOL ERISA Proposals Single Out ESG Investments for Extra Scrutiny Amendments Would Make It More Difficult to Include ESG Options in Plans July 1, 2020 The DOL has proposed...
July 01, 2020
IRS Extends RMD Rollover Period to August 31, Provides Additional Guidance
IRS Extends RMD Rollover Period to August 31, Provides Additional Guidance June 25, 2020 The IRS issued a notice on June 23 regarding the CARES Act waiver of 2020...
June 25, 2020
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