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department of labor
1083 posts
2025 Form 5500 Informational Copies Released by DOL, IRS
New plan characteristic codes added; IRS will release paper copies of Form 5500-EZ and instructions for 2025 separately on its website after Jan. 1, 2026
Alternatives Gain Ground Among Plan Advisors After Federal Policy Shift
New research from Escalent finds one quarter of defined contribution plan advisors likely to recommend alternatives and 10% are already doing so
Trump Signs EO Challenging Proxy Advisors Promoting ESG, DEI Investing
The executive order also accuses two major proxy advisors of promoting the social investments
Higher Returns, More Active Management Add Complexity to Private Investments in DC Plans
With regulatory barriers to private investments in 401(k) plans being lowered, advisors are beginning to gauge risks and plot paths to navigate the complexities, fee structures and potential fiduciary liabilities before moving down that road
Fifth Circuit Acts Quickly in Granting EBSA Request to Dismiss Fiduciary Rule Appeals
Opponents celebrate developments; DOL could put forth a new fiduciary rulemaking effort as soon as next May
Lawmaker Introduces Bill Supporting Pleading Standards for ERISA Suits
The bill follows a wave of recent ERISA class action litigation
DOL Abandons 2024 Fiduciary Rule Appeal
The action prompted comments from former EBSA Assistant Secretary of Labor Lisa Gomez
SEC’s Uyeda Pushes for Private Markets in 401(k) Plans
The SEC Commissioner spoke in support of private investment usage in DC plans during ICI’s conference on Nov. 20
Private Market Investments Take Off in Empower’s Retirement Plans
Couple hundred of plan sponsors have adopted the private funds to their retirement platforms, Empower reports
IRI Issues ‘To Do’ List for Congress to Improve Retirement Security
Plan provides an early blueprint for “SECURE 3.0” legislation focused on bipartisan bills and amendments with an emphasis on lifetime income solutions