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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...

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    Deja Vu: DOL Issues Final Rule on Use of ESG Factors and Shareholder Rights…Again

    December 12, 2022 | Publications

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

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    401(k) Limits Increased for 2023

    November 18, 2022 | Publications

    On October 21, 2022, the Internal Revenue Service issued the cost-of-living adjustments for contribu...

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

    March 25, 2022 | Blogs

    The Department of Labor’s Employee Benefits Security Administration (DOL) issued Compliance Assist...

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    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...

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    The Long and Winding Road: The DOL’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 “Prudence and Loyalty in ...

    Golden Parachute Tax Savings
    DOL Issues FAQs on Lifetime Income Illustrations | Fiduciary Focus Series

    September 2, 2021 | Publications

    The Department of Labor (DOL) issued “temporary implementing FAQs” on July 26, 2021. The FAQs cl...

    Privacy and Data Security Weekly Update
    “A Long Time Comin’”: The DOL issues Cybersecurity Guidance | Fiduciary Focus Series

    May 12, 2021 | Blogs

    On April 14, 2021, the U.S. Department of Labor (DOL) issued guidance on cybersecurity for employee ...

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    “You’re Gonna Miss Me When I’m Gone:” Missing Participants – Employer Reti...

    February 11, 2021 | Blogs

    Pension plan and 401(k) plan fiduciaries, including employers who are the plan administrators under ...

    Saving And Pension Planning
    DOL Guidance on Lifetime Income Illustrations: Coloring Within the Lines | Fiduciary Focus Series

    September 22, 2020 | Publications

    The Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 included several life...

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