Browsing Tag
Lisa Gomez
12 posts
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
Financial Groups Request Comment Period Extension for DOL Retirement Security Rule Proposal
Coalition says 60 days “not nearly enough time” to review and comment on controversial 500-page proposal
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