Tag: ERISA
DOL Confirms DC Plans May Offer Options that Include Private Equity Investments
DOL Confirms DC Plans May Offer Options that Include Private Equity Investments June 9, 2020 The Department of Labor recently issued an Information Letter, in response to a request,...
June 09, 2020
Tags: DOL, ERISA, Fiduciary, Jay Clayton, Private Equity
Supreme Court Dismisses Case Brought by DB Plan Participants for Lack of Standing
Supreme Court Dismisses Case Brought by DB Plan Participants for Lack of Standing June 9, 2020 Justice Brett Kavanaugh In a 5-4 decision written by Associate Justice Brett Kavanaugh, the...
June 09, 2020
Tags: ERISA, Fiduciary, Supreme Court
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
Tags: DOL, ERISA, Retirement Plans, SECURE Act
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
Tags: ERISA, IRAs, IRS, Retirement Plans, SECURE Act, Taxes, Treasury Department
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
Tags: DOL, ERISA, Retirement Plans, SECURE Act
DOL Issues COVID-19 Relief from ERISA Deadlines For Plans and Participants
DOL Issues COVID-19 Relief from ERISA Deadlines for Plans and Participants May 6, 2020 The Department of Labor (DOL) has provided relief from certain deadlines under ERISA “to help...
May 06, 2020
Tags: Coronavirus, COVID-19, DOL, ERISA, Retirement Plans, SBA
DOL ERISA Proposals Single Out ESG Investments for Extra Scrutiny
DOL ERISA Proposals Single Out ESG Investments for Extra Scrutiny Amendments Would Make It More Difficult to Include ESG Options in Plans July 1, 2020 The DOL has proposed...
July 01, 2020
Tags: Retirement Savings, DOL, ERISA, Retirement Plans
DOL Advice Proposal Confirms Five-Part Fiduciary Test, Includes Class Exemption Based on Impartial Conduct Standards July 1, 2020 (updated July 31, 2020) Two years after its fiduciary rule was vacated,...
July 01, 2020
IAA to DOL: Provide More Time for Considered Response to Sweeping ESG Proposal
IAA to DOL: Provide More Time for Considered Response to Sweeping ESG Proposal July 21, 2020 The IAA joined several other trade associations on July 20 to ask the...
July 21, 2020
IAA Urges DOL to Withdraw ESG Proposal
The IAA recently submitted a comment letter asking the DOL to withdraw its proposed amendments to its ERISA investment duties regulation regarding ESG investments. The proposed amendments would make it...
August 11, 2020
Tags: Active Management, Active Managers Council , DOL, ERISA, ESG
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