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    New Rules Require Plans to โ€˜Chase Timeโ€™ โ€“ Coverage for Long-Term Part-Time Employees

    August 15, 2023 | Publications

    Certain 401(k) and 403(b) plans must be amended to allow part-time employees to participate under ne...

    Important Alert for 401(k) and 403(b) Plans that Do Not Allow Participants to Make Roth Contribution...

    May 1, 2023 | Blogs

    The recent comprehensive retirement plan legislation, often called SECURE 2.0, made an important cha...

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    IRS Proposes 401(k) Forfeiture Rules

    March 21, 2023 | Publications

    On February 27, the Internal Revenue Service (IRS) issued proposed regulations on when and how forfe...

    Relief for Reporting RMDs for IRAs in 2023

    March 16, 2023 | Blogs

    On March 7, 2023, the Internal Revenue Service (IRS) released Notice 2023-23, which provides guidanc...

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    SECURE 2.0 for 401(k) and 403(b) Plans โ€“ Whatโ€™s New and Whenโ€™s it Effective?

    February 7, 2023 | Publications

    While some of us were busy with holiday celebrations and planning for the new year, Congress passed ...

    Deja Vu: DOL Issues Final Rule on Use of ESG Factors and Shareholder Rightsโ€ฆAgain

    December 12, 2022 | Publications

    On November 22, 2022, the Department of Labor (DOL) released a Final Rule, titled โ€œPrudence and Lo...

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    Five Reasons DOL (Almost) Prohibits 401(k) Cryptocurrency Investments | Fiduciary Focus Series

    March 25, 2022 | Blogs

    The Department of Laborโ€™s Employee Benefits Security Administration (DOL) issued Compliance Assist...

    DOL Refines Its Position Regarding Private Equity in 401(k) Plans | Fiduciary Focus Series

    January 20, 2022 | Publications

    On December 21, 2021, the Department of Labor (DOL) issued a Supplemental Statement clarifying earli...

    The Long and Winding Road: The DOLโ€™s Proposed Rule on ESG Factors and the Exercise of Shareholder ...

    October 27, 2021 | Publications

    On October 13, 2021, the Department of Labor (DOL) released its proposed โ€œPrudence and Loyalty in ...

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    DOL Issues FAQs on Lifetime Income Illustrations | Fiduciary Focus Series

    September 2, 2021 | Publications

    The Department of Labor (DOL) issued โ€œtemporary implementing FAQsโ€ on July 26, 2021. The FAQs cl...

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