Tag: ERISA
The DOL has adopted a prohibited transaction class exemption to allow investment advice fiduciaries to receive compensation for providing fiduciary investment advice and to engage in certain principal transactions.
December 21, 2020
Tags: DOL, ERISA, Fiduciary, IRAs, Retirement Plans
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).
November 17, 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.
November 17, 2020
Tags: ERISA, IRAs, IRS, Retirement Plans, SECURE Act, Taxes, Treasury Department
DOL Adopts Rule Amendments to Address ESG Investing
The DOL has adopted amendments to its ERISA investment duties regulation regarding ESG investments that make significant changes to the rule as originally proposed.
November 03, 2020
Tags: Retirement Savings, Active Management, DOL, ERISA, Retirement Plans
IAA Urges the DOL to Withdraw Proxy Proposal
Saying the Department of Labor’s proposed ERISA proxy amendments “would substantially increase costs for plans and fiduciaries without providing measurable benefits to participants and beneficiaries,” the IAA is urging the DOL to withdraw those proposed amendments.
October 07, 2020
Tags: DOL, ERISA, Gail Bernstein, Proxy
IAA, Other Industry Groups Request More Time to Respond to DOL Proxy Proposal
The IAA joined several other trade associations to ask the DOL to provide a 30-day extension to the October 5 deadline for public comments on the its proposal regarding proxy voting and the use of proxy advisory firms under ERISA.
October 02, 2020
DOL Proposes Dramatic Changes to Proxy Voting by ERISA Plan Fiduciaries
The DOL has proposed to amend its “Investment duties” regulation to address proxy voting and the use of proxy advisory firms under ERISA.
September 01, 2020
Tags: DOL, ERISA, ESG, Proxy, Retirement Plans
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.
August 24, 2020
Tags: DOL, ERISA, Retirement Plans, SECURE Act
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.
August 11, 2020
Tags: Active Management, Active Managers Council , DOL, ERISA, ESG
IAA to DOL: Provide More Time for Considered Response to Sweeping ESG Proposal
The IAA joined several other trade associations on July 20 to ask the Department of Labor to extend the July 30 deadline for public comments on its proposal to limit consideration of ESG factors in retirement plan investments.
July 21, 2020
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