Recaps from recent DOL Committee meetings

Recaps from recent DOL Committee meetings

November 14, 2018 Conference Call

  • The Committee welcomed Michael Hadley from Davis & Harmon, who discussed the following with the committee:
    • Recent DOL Proposal regarding multiple employer retirement plans
    • Difference between DOL Proposal and recent legislation
    • Auto-portability proposed exemption
    • Updated DOL Regulatory Agenda

September 11, 2018 Conference Call

  • The Committee welcomed Jenny Eller from Groom Law Group and Kathy Ireland from K.D. Ireland Consulting, who discussed the following with the committee:
    • DOL Fiduciary Update, compliance issues, IRA rollovers, and the DOL temporary enforcement policy in DOL Field Assistance Bulletin No. 2018-02
    • Use of solicitors post-DOL fiduciary rule.
    • DOL ESG Guidance in Field Assistance Bulletin 2018-01
    • Recent Executive Order on retirement savings.

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