DOL Issues FAQs on Lifetime Income Illustrations
DOL Issues FAQs on Lifetime Income Illustrations August 2, 2021 The Department of Labor’s Employee Benefits Security Administration (EBSA) has issued temporary implementing FAQs on the requirement to add...
August 02, 2021
Regulators Release Advance Copies of Form 5500 Annual Report
Regulators Release Advance Copies of Form 5500 Annual Report December 21, 2020 The DOL and other regulators have released advance copies of the 2020 Form 5500 annual report that...
December 21, 2020
DOL Adopts Registration Requirements for Pooled Plan Providers
DOL Adopts Registration Requirements for Pooled Plan Providers November 17, 2020 The 2019 SECURE Act created a new type of multiple employer retirement plan called a pooled employer plan...
November 17, 2020
IRS Updates Life Expectancy Tables Used to Determine Required Minimum Distributions
IRS Updates Life Expectancy Tables Used to Determine Required Minimum Distributions November 17, 2020 The IRS has adopted updates to life expectancy tables used to calculate required minimum distributions from...
November 17, 2020
DOL Issues Interim Final Rule Regarding Lifetime Income Illustrations for Plan Participants
DOL Issues Interim Final Rule Regarding Lifetime Income Illustrations for Plan Participants August 24, 2020 The Department of Labor (DOL) has issued an interim final rule with request for...
August 24, 2020
DOL Proposes Registration Requirements for Pooled Plan Providers
DOL Proposes Registration Requirements for Pooled Plan Providers August 24, 2020 The 2019 SECURE Act, which changed several retirement-related rules, also created a new type of multiple employer retirement...
August 24, 2020
DOL Requests Information on PEPs, MEPs
DOL Requests Information on PEPs, MEPs June 22, 2020 The DOL has published a request for information regarding pooled employer plans (PEPs), which were introduced in the SECURE Act,...
June 22, 2020
DOL Sends New Fiduciary Rule Proposal, Other Items to OMB
DOL Sends New Fiduciary Rule Proposal, Other Items to OMB June 9, 2020 The Department of Labor (DOL) has sent a proposal entitled “Improving Investment Advice for Workers and...
June 09, 2020
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