Investing | March 8th, 2024 House Passes Bill Permitting Use of CITs by 403(b) Plans The Senate now needs to consider the bill that would also expand access to capital for certain businesses.
Compliance | October 11th, 2023 Sponsors Need Clarity on Emergency Savings Accounts, Say Industry Advocates In comment letters submitted to the Department of Labor, concerns expressed ranged from QDIAs to permitted withdrawals.
Compliance | March 28th, 2023 Congress, SEC Plan Separate Expansions of Electronic Disclosures Bipartisan legislation and an SEC proposal would make electronic disclosures under securities laws much more commonplace.
Compliance | May 28th, 2020 Hopes Remain High for Portman-Cardin Bill Fresh off the recent success of their push for a default electronic disclosure rule, retirement industry lobbyists are turning their...
Compliance | October 9th, 2019 Criticism of DOL E-Delivery Proposal Misses the Mark, Experts Say “We think there will be cost savings from e-delivery and that these cost savings will be passed on to individual...
Compliance | December 13th, 2017 Legislators Reintroduce RETIRE Act to Congress The bill would allow retirement plan sponsors to automatically default participants into receiving plan documents and statements online.