PSNC 2016: DOL and IRS Audits
The IRS has announced a new strategy for retirement plan compliance efforts. What should plan sponsors do to prepare for...
Tag: Department of Labor (DOL)
PSNC 2016: Fiduciary Rule Fundamentals
The final fiduciary rule is out, so what do you need to know? And, just as important, what can you...
Constitutionality Question Raised in Church Plan Challenge
Participants in a “church plan” say their employer improperly claimed the protected status, violating both ERISA and potentially the U.S....
DOL to Host Several Fiduciary Responsibilities Seminars
The agency announced seminars in five locations across the country.
Service Providers Start Final Fiduciary Rule Analysis
It will be some time still before the fiduciary rule language is fully digested by retirement plan service providers, but...
Sponsors Can Benefit From Their Own Analysis of Portability
The portability of lifetime income products has increased tremendously in recent years, leaving plan sponsors with a lot of outdated...
Questions from ICI on California Secure Choice Plan
The California Secure Choice Retirement Savings Program is meant to provide a voluntary, low-risk, auto-enrollment retirement savings plan for many...
Education Changes Are Likely With Stronger Fiduciary Rule
The “education carve-out” is considered by retirement plan providers to be one of the most high-stakes elements of the fiduciary...
DOL Plans Research Study About Retirement Strategies
The Department of Labor's Employee Benefits Security Administration has asked plan sponsors and their service provider partners for help on...
DOL Proposes Guidance on State-Run Plans for Private Sector
States offering retirement planning solutions to private-sector workers got their first look at a few highly anticipated (and increasingly controversial)...
Perez Speech Hints at DOL Fiduciary Flexibility
Speaking at a Brookings Institution public meeting, U.S. Secretary of Labor Thomas Perez said he is “confident we will be...
Two Alternatives in Guidance About State-Run Plans
DOL says the proposed rule has been sent to the Office of Management and Budget.
Benefits |
Are Open MEPs the Silver Bullet?
In a conversation with PLANSPONSOR, Russell Investments’ chief research strategist suggests momentum is building for “open” multiple employer plan expansion.
DOL Clarifies Annuity Selection Safe Harbor Regulation
In a Field Assistance Bulletin, the DOL answers questions it has received about the fiduciary selection safe harbor regulation for...
DOL Reiterates Its Stance on ‘Top Hat’ Plans
The Department of Labor has filed an amicus brief weighing in on a court case regarding a plan’s ‘top hat’...
Fiduciary Rule Grilled on Capitol Hill
Labor Secretary Perez was just about the only witness called to a recent Congressional hearing to actually defend the DOL’s...
Electronic Disclosure Rules Are So Last Century, SPARK Says
Overly restrictive rules make it difficult for plan sponsors to distribute plan information electronically, a paper says.
PSNC: Avoiding Lawsuits
It’s often simply a lack of oversight and processes not followed.
Index Fund Proxy Voting and Fiduciary Liability
Could a general failure to address the importance of index fund proxy voting rights derail the ongoing indexing trend among...
75 Days Inadequate for Fiduciary Review, Groups Say
Sixteen industry groups are asking the Department of Labor (DOL) to extend the comment period on the fiduciary proposal.