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    Sand running through the shape of hourglass on table with banknotes and coins of international currency. Time investment and retirement saving. Urgency countdown timer for business deadline concept
    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...

    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...

    Pen  on the business paper. Report chart
    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...

    Person putting bitcoin in a piggy bank
    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...

    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 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 ...

    “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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