Browsing Tag
401(k) Regulation
121 posts
DOL Fiduciary Rule Sent to OMB, But is it Too Late?
The Office of Management and Budget has received the Department of Labor’s fiduciary rule, known officially as Improving…
Final ESG Fiduciary Rule Issued By Department of Labor
In something of a Friday afternoon news dump, the Department of Labor announced a final rule for fiduciaries…
Episode 11—Former EBSA Head Preston Rutledge on ESG, Missing Participants, Fiduciary and More
The former Assistant Secretary of the Department of Labor and current founder of Rutledge Policy Group, a new…
If Biden Wins, Would ‘Drastic’ 401k Change be Attempted?
Much has been made in the past week of a potential drastic change to 401k plans should Joe…
Rolling Stone Wrecks Recent DOL Retirement Plan Rules
It says a lot about how far Boomers have come that their proverbial bible, Rolling Stone, is focused…
Dem Senators Oppose DOL’s ESG Investing Rule
Thirteen Democratic senators submitted a letter Wednesday to Labor Secretary Eugene Scalia in which they voiced opposition to…
IRS Expands 401k Withdrawal, Loan Eligibility Under CARES Act
The Internal Revenue Service is making it easier (again) to access 401ks for loans and withdrawals. Released Friday,…
Financial Planning Association Announces CEO Schadle’s Departure
The Financial Planning Association said today that its CEO and Executive Director Lauren Schadle will leave the organization,…
Final Countdown to Reg BI
Reg BI is almost here. Are you ready? Because the new rule’s entire compliance process will require well-thought-out…
ARA Wants 401k Safe Harbor, Distribution, Reporting Relief
The American Retirement Association is taking a multipronged approach to retirement plan relief in the face of the Coronavirus…