Browsing Tag
Lisa Gomez
17 posts
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
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.
Incoming DOL Fiduciary Rule Slated for August
The DOL's Spring Regulatory Agenda includes a proposal that would amend the regulatory definition of a fiduciary
DOL Prioritizing ESG, New Fiduciary Rule and SECURE 2.0 Projects, Says Gomez
Assistant Secretary of Labor Lisa Gomez touched on the DOL’s priorities in the next year, including a potential upcoming fiduciary rule, enhanced education on ESG factors, and SECURE 2.0