Browsing Tag
regulatory guidance
6 posts
EBSA Issues FAQ Guidance for Emergency Savings Accounts
Guidance on pension-linked emergency savings accounts comes on heels of last week’s PLESA guidance from IRS
January 17, 2024
IRS Issues Guidance for Plan Sponsors Setting Up Emergency Savings Accounts Under SECURE 2.o
Guidance focused on reasonable measures employers can take to discourage potential manipulation of PLESA matching contribution rules
January 12, 2024
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
October 7, 2022
SECURE Act-Dictated Changes to Form 5500 Proposed
DOL publication of proposed changes for updating Form 5500 filing requirements and instructions triggers start of 45-day comment period
September 16, 2021
The End of the Trump-Era ESG Rule
The controversial Trump-era Department of Labor rule that sought to impose new limits on the consideration of ESG…
May 24, 2021
Group Issues Framework for Daily Valuation of Alternative Assets in 401ks
When the Department of Labor confirmed that 401k plans may include private equity investments back in June 2020,…
February 24, 2021