Browsing Tag
proposed rules
14 posts
37,000 Comments and Counting on DOL Investment Selection Proposal
60-day comment period for EBSA’s “Fiduciary Duties in Selecting Designated Investment Alternatives” ends June 1 as debate intensifies around private assets and fiduciary discretion in 401(k) plans
Employee Fiduciary Advocates for Participant Protections in DOL Comment Letter
The letter includes suggestions that would close three gaps in the DOL’s proposal on alternative investments in 401(k) plans
DOL’s 6-Factor ‘Safe Harbor’ Could Reshape 401(k) Fiduciary Playbook
New proposed rule offers a process-driven roadmap for selecting investments—aiming to reduce litigation risk and expand access to alternatives, but raising questions about how much legal protection it truly provides
Coming (Very) Soon: Public’s First Look at DOL Proposed Rule on Alternative Investments
With news that the White House OMB has completed its review of the proposed rule stemming from President Trump’s Aug. 2025 Executive Order, the public will finally see what’s in it—and have the opportunity to offer comments
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 Reopens Comment Period for QPAM Exemption
The DOL says "at least one interested party" may have additional information to provide to the Department
Final ESG Rule Now Under White House Review
Guidance relaxing Trump-era restrictions on considering environmental, social and governance factors when making decisions about retirement plan investments could come before end of 2022
DOL Announces Proposed Changes to 401k Asset Management PTE
The industry is changing, and so should the exemption, department says
SEC Proposes Mandatory Climate Change Reporting Rules
'82% of companies agreed that they should be afforded the flexibility to determine how ESG issues apply to them'
IRS Finally Clarifies 401(k) RMD Calculations in Proposed Rule
Commenters are “strongly encouraged” to submit public comments electronically