DOL Issues FAQs on Lifetime Income Illustrations
The Department of Labor’s Employee Benefits Security Administration (EBSA) has issued temporary implementing FAQs on the requirement to add lifetime income illustrations to pension benefit statements that was adopted under...
August 02, 2021
Regulators Release Advance Copies of Form 5500 Annual Report
The DOL and other regulators have released advance copies of the 2020 Form 5500 annual report that is filed by retirement plans, and related instructions. One of the changes noted...
December 21, 2020
DOL Adopts Registration Requirements for Pooled Plan Providers
The 2019 SECURE Act created a new type of multiple employer retirement plan called a pooled employer plan (PEP). The Act requires that each PEP be administered by a pooled...
November 17, 2020
IRS Updates Life Expectancy Tables Used to Determine Required Minimum Distributions
The IRS has adopted updates to life expectancy tables used to calculate required minimum distributions from retirement plans, IRAs, and annuities. The updates will apply to distribution calendar years that...
November 17, 2020
DOL Issues Interim Final Rule Regarding Lifetime Income Illustrations for Plan Participants
The Department of Labor (DOL) has issued an interim final rule with request for comments (IFR) regarding lifetime income illustrations, as required by the SECURE Act. The SECURE Act updated...
August 24, 2020
DOL Proposes Registration Requirements for Pooled Plan Providers
The 2019 SECURE Act, which changed several retirement-related rules, also created a new type of multiple employer retirement plan called a pooled employer plan (PEP). It requires that each PEP...
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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