Browsing Tag
Lisa Gomez
14 posts
Gomez Reveals Fiduciary Red Flags that Catch DOL’s Eye
Keynote session at Qualified Plan Fiduciary Summit also features Fred Reish warning about forfeiture lawsuits
Lisa Gomez, Jonathan Thomas Among Headliners at Next Week’s QPFS Event
Prime Capital’s Qualified Plan Fiduciary Summit focused on strategies for making retirement programs better also features panel session stacked with competitors
Proposed Rule to Help Fiduciaries Properly Value Employer Stock in ESOPs
DOL proposed regulation provides guidance for fiduciaries to ensure employer stock bought, sold by employer stock ownership plans is at fair market value
DOL Appoints 5 to 2025 ERISA Advisory Council
Leadership also announced as Mayoung Nham will continue to serve as Council Chair and Anusha Rasalingam will serve as Vice Chair in 2025
DOL Starts Collecting Data for Retirement Savings Lost & Found
SECURE 2.0 mandates the new online database go live by Dec. 29
EBSA Updates Cybersecurity Guidance for Plan Sponsors and Fiduciaries
New Compliance Assistance Release confirms agency’s 2021 guidance applies to all ERISA-covered employee benefit plans, including health and welfare plans
Final Fiduciary Rule Coming Soon as OMB Completes Review
Public will get first look at any revisions to controversial “Retirement Security Rule” upon release
Gomez: DOL Fiduciary Rule Seeks to ‘Level the Playing Field’
Assistant Secretary of Labor tells NAPA 401(k) Summit audience to actually “read the rule” before judgment
EBSA Recovered $1.4 Billion in 2023 for Employee Benefits Plans, Participants and Beneficiaries
Recoveries made through enforcement efforts, informal complaint resolutions
‘A’ List Industry Lineup Set to Testify in Dec. 12-13 Fiduciary Rule Hearing
DOL publishes agenda for two days of online hearings on its controversial proposed retirement security rule, related proposed exemption amendments