Compliance | January 24th, 2024 2024 PS Webinar: SECURE 2.0 for 403(b) Plans Speakers review what the wide-ranging retirement law means for higher education, nonprofit, health care and government employers.
Benefits | September 27th, 2023 Senate Committee Passes Bill Permitting Marijuana Industry Employers to Sponsor Retirement Plans The SAFER Banking Act would permit marijuana firms to access banking and financial services, including retirement plans.
Administration | June 26th, 2023 BlackRock Reorganizes Public Policy Unit Samantha DeZur was promoted to head of U.S. public policy as part of the changes.
Compliance | September 29th, 2022 Plan Amendment Deadlines Extended for 2 Provisions The IRS is extending deadlines for amending plans for certain provisions of the CARES Act and the Taxpayer Certainty and...
Compliance | September 12th, 2022 ERISA’s 48th Anniversary Passes Without a Senate Vote on EBSA Head Despite push from HELP Committee Chairwoman Patty Murray, Lisa Gomez’s nomination as assistant secretary of labor remains in limbo.
Compliance | September 9th, 2022 Retirement Reform Moves Forward in the Senate The Senate now has two bills out of committee that will have to be reconciled with a companion House bill...
Administration | September 1st, 2022 Evaluating ARPA’s Impact, 1 Year Later The law made it easier for some plans to continue operating by adding flexibility.
Compliance | August 5th, 2022 Plan Sponsors Have More Time for Certain Plan Amendments The IRS is extending deadlines for amending plans for certain provisions of the SECURE Act and other legislation.
Compliance | June 24th, 2022 State Bill Would Require Multiple 403(b) Providers For certain 403(b) plan participants at New Jersey school districts, more choices could facilitate additional retirement strategy personalization, one bill...
Compliance | June 16th, 2022 Senate Legislation Calls for Automatic 401(k) Transfers The bill would allow workers’ 401(k) accounts to be automatically rolled over from a previous employer to a new employer.
Compliance | June 14th, 2022 Retirement-Focused RISE & SHINE Act Clears Senate HELP Committee Backers of the bill say it will improve retirement security by creating additional protections for workers and retirement savers at...
Compliance | June 14th, 2022 PSNC 2022: Washington Update From shifting compliance deadlines to growing debate on ambitious retirement reform legislation, there is a lot happening in the nation’s...
Compliance | June 7th, 2022 Markup Scheduled for RISE & SHINE Act Retirement security organizations, a nonprofit and the U.S. Chamber of Commerce have submitted comment letters on the discussion draft, which...
Compliance | June 2nd, 2022 IRS Issues ‘Helpful’ Bulletin for Preapproved Plans An IRS bulletin for preapproved plan sponsors warns of consequences for missing the restated adoption agreement deadline.
Compliance | May 27th, 2022 Senators to Propose Retirement Bill Tackling Emergency Savings Murray and Barr bill would address retirement and emergency savings.
Compliance | May 24th, 2022 Retirement Bill Eyeing ERISA Arbitration Ban Stirs Strong Reaction The largest U.S. business lobbyist opposes bill banning discretionary clauses.
Compliance | May 23rd, 2022 New Retirement Bill Amending ERISA Introduced in Congress Fiduciary breach claims are likely to spike—and win—if the two-pronged legislation is passed.
Compliance | March 30th, 2022 Securing a Strong Retirement Act Easily Passes House Vote Supporters say the ambitious legislation package would expand retirement plan coverage and deliver benefits to relieve anxiety about having secure...
Compliance | March 28th, 2022 Capitol Hill Puts Focus on Retirement Security Legislation The house will hold a committee hearing focused on improving Americans’ retirement savings and investing opportunities and vote on the...
Compliance | March 7th, 2022 Bill Would Bar U.S. Institutional Investors From Russia The bill cites vulnerable pension and participant retirement fund exposure to Russia assets.