Browsing Tag
Lisa Gomez
18 posts
Breaking: DOL Reverts to 5-Part Fiduciary Test After Retirement Security Rule is Struck Down
Following court action this week vacating the Biden-era 2024 Retirement Security Rule, the Labor Department restores its longstanding fiduciary standard and signals no immediate plans for a replacement
Lisa Gomez Joins Employee Ownership Expansion Network Board
Former Department of Labor Assistant Secretary will contribute to EOX’s work expanding access to employee ownership
Pontera Brings in Lisa Gomez as Strategic Advisor
Former EBSA head will work alongside the DC industry on key policy issues
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