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department of labor
1083 posts
Retirement Preparation Without Tax Preferences? Part 1
Experts say it might be much the same. I say that’s foolish!
January 31, 2024
Fiduciary Rule May Curtail Wealth Managers Pursuing Retirement Planning
A Cerulli report questions whether the DOL's fiduciary rule could halt the number of wealth managers recommending IRA rollovers
January 24, 2024
DOL Issues Rule Amending PTE Filing, Processing Procedures
Amendments address changes in application review processes since 2011
January 23, 2024
Retirement Security Rule Would Cost 11 Times More than DOL Estimate: Report
New Oxford Economics report commissioned by the Financial Services Institute says controversial proposed rule would cost firms $2.7 billion to implement in the first year
January 22, 2024
Feds Want Your Help to Improve Retirement Plan Benefits Info
Responses to multi-agency request for information will help shape report to Congress mandated by SECURE 2.0
January 19, 2024
DOL Proposes SECURE 2.0 Auto-Portability Regulation
The regulation seeks to reduce cash-outs for workers when changing jobs, the DOL said in its announcement
January 18, 2024
EBSA Issues FAQ Guidance for Emergency Savings Accounts
Guidance on pension-linked emergency savings accounts comes on heels of last week’s PLESA guidance from IRS
January 17, 2024
SEC Approves 11 Spot Bitcoin ETFs, Opening Floodgates
Gensler says action not an endorsement of the cryptocurrency, but it does bust open to doors to much greater exposure (including among retirement savers)
January 10, 2024
DOL Sues Defunct Maryland Biz for Unremitted 401(k) Contributions
Co-owner fiduciaries of computer forensics firm failed to remit $44,000 to plan over five years
January 10, 2024
DOL Unveils Latest Independent Contractor Rule
The DOL says its new final rule would combat employee misclassification, while financial services orgs voice skepticism
January 9, 2024