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department of labor
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DOL Urged to ‘Prioritize’ 6 SECURE 2.0 Provisions
Emergency savings accounts provision among those singled out in letter from Senate HELP Committee Chair Bernie Sanders and Ranking Member Bill Cassidy
Retirement Clearinghouse Notifies 10,500 Individuals of Data Breach
The 401(k) and IRA portability firm notified individuals that their personal data had been compromised in a phishing attempt back in March
Broadridge Fi360: Cybersecurity for Advisors
The session talked through new ways for retirement plan advisors to expand their cybersecurity protocols, along with how to distinguish guidance from the DOL and SEC
DOL Prioritizing ESG, New Fiduciary Rule and SECURE 2.0 Projects, Says Gomez
Assistant Secretary of Labor Lisa Gomez touched on the DOL’s priorities in the next year, including a potential upcoming fiduciary rule, enhanced education on ESG factors, and SECURE 2.0
Client Material: Combining Retirement Accounts
Advisors: Help clients understand potential benefits of consolidating their retirement accounts
Annuities and Institutional Best Practices: A Good Fit
Could it become a future breach if DC plans don’t at least consider them?
SEC Publishes Final Guidance on Reg BI
The latest bulletin comes after Rep. Byron Donalds accused the SEC of considering to rewrite the Reg BI in a new letter
Mandated Fee Disclosures: Participants Pay … But Get Little in Return
What would you change?
CITs to Overtake Mutual Funds as Most Popular Target Date Vehicle Within 2 Years
Morningstar report highlights ongoing adoption of Collective Investment Trusts as plan sponsors’ preferred vehicle
Texas Judge Rejects Biden Request to Transfer ESG Suit
The DOL had previously argued that none of the plaintiffs resided in district where the lawsuit was filed