Browsing Tag
Department of Labor (DOL)
478 posts
Breaking Down the DOL’s Five-Part Test
The history behind the test and where it could potentially stand with the new fiduciary proposal
Biden: DOL Fiduciary Rule is a Further Crackdown on ‘Junk Fees’
President focused on retirement security during White House remarks Tuesday; Insured Retirement Institute blasts “unnecessary, redundant, and harmful proposal”
DOL Fiduciary Rule Released; Industry Reaction Pours In
President Biden will speak about the rule from the White House at 3:30; new proposal applies a fiduciary standard to retirement advice on rollovers
Trick or Treat? New DOL Fiduciary Rule Proposal to Debut on Halloween
First public look at controversial new rulemaking comes after White House event at 3:30 p.m. Tuesday featuring President Biden
First Public Look at New DOL Fiduciary Rule Coming Soon
White House OMB review winding down for controversial rule covering rollover advice; comment period could start as soon as this week
Talking DOL Retirement Saving Priorities with EBSA Head Lisa Gomez
Lisa Gomez joins the 401(k) Specialist Pod(k)ast to talk about topics including the high-profile rewrite of the conflict of interest rule, SECURE 2.0 and its ability to address the workplace retirement plan coverage gap, and what EBSA can do to help plan advisors, plan sponsors and participants make the most of 401(k) plans to save for retirement.
ESG Issues Continue to Make Headlines
Groom Law’s George Sepsakos and Jake Eigner describe regulatory and political developments in the ever-shifting environmental, social and governance landscape
‘Groundbreaking’ DOL Advisory Opinion for Citibank Provides ERISA Guidance
Opinion provides a road map for how a plan sponsor may voluntarily establish a program under which it pays expenses for diverse investment managers without being considered fiduciary in nature
ESG Rule Survives Legal Challenge from Red State AGs
Federal judge’s decision Thursday keeps Labor Department’s controversial 2022 rule in force; draws praise from retirement industry voices
New DOL Fiduciary Rule Under OMB Review; Gets Bashed by Insurance Trade Groups
While actual text of proposed fiduciary rule delivered to OMB late Friday won’t be made public for about a month, groups say it “will hurt working families’ ability to save for retirement”