Tag: DOL

The text of the defeated complaint shows insurance providers are clearly worried about potential consequences of the DOL fiduciary rulemaking.

Some experts say taking the 12b-1 approach can result in lower net fees, while others call for an end to...

The DOL and other regulators want to modernize the Form 5500—with guidance from the plan sponsor public. 

Roughly 50% of LGBT employees are still unsure of the impact recent court decisions effectively striking down the Defense of...

The Council will study participant plan transfers and account consolidation as well as cyber security concerns.

Yet, retirement plan sponsors surveyed ranked regulatory compliance below investment volatility and retirement benefit costs as a top plan governance...

The IRS has announced a new strategy for retirement plan compliance efforts. What should plan sponsors do to prepare for...

The final fiduciary rule is out, so what do you need to know? And, just as important, what can you...

Participants in a “church plan” say their employer improperly claimed the protected status, violating both ERISA and potentially the U.S....

The agency announced seminars in five locations across the country.

It will be some time still before the fiduciary rule language is fully digested by retirement plan service providers, but...

The portability of lifetime income products has increased tremendously in recent years, leaving plan sponsors with a lot of outdated...

The California Secure Choice Retirement Savings Program is meant to provide a voluntary, low-risk, auto-enrollment retirement savings plan for many...

The “education carve-out” is considered by retirement plan providers to be one of the most high-stakes elements of the fiduciary...

The Department of Labor's Employee Benefits Security Administration has asked plan sponsors and their service provider partners for help on...

States offering retirement planning solutions to private-sector workers got their first look at a few highly anticipated (and increasingly controversial)...

Speaking at a Brookings Institution public meeting, U.S. Secretary of Labor Thomas Perez said he is “confident we will be...

DOL says the proposed rule has been sent to the Office of Management and Budget.

In a conversation with PLANSPONSOR, Russell Investments’ chief research strategist suggests momentum is building for “open” multiple employer plan expansion.

In a Field Assistance Bulletin, the DOL answers questions it has received about the fiduciary selection safe harbor regulation for...