Tag: Regulations

They key development around “T shares” is that they feature uniform commissions, while “C shares” move compensation away from the...

Experts warn that plan sponsors may face their own set of challenges if and when the DOL fiduciary rule is...

One ERISA industry advocate directly engaged with members of Congress says he expects more proposals to emerge from Republicans seeking...

Plaintiffs originally filed their cash balance plan lawsuit in 2004, claiming the way their employer created a cash balance plan...

Governmental plan sponsors are generally not policed by ERISA, but they face their own set of “old, obscure laws” that...

New mortality tables mandated by the IRS will go into effect in 2018, and PBGC premiums will only go up...

Plaintiffs had alleged their employer falsely claimed church plan status for its retirement program. 

President Trump’s infrastructure spending proposal and other pro-growth economic strategies could have a positive effect on real assets if they...

A new bill is aimed at implementing a state-based rulemaking process that will require any person who enters into a...

The resolution states Congress disapproves the rule submitted by the Obama-era DOL related to savings arrangements established by qualified state...

Plaintiffs argue that, instead of acting for the exclusive benefit of the plan and its participants and beneficiaries, “defendants acted...

The move from DOL this week was not an extension of the applicability date of the fiduciary rule, just a...

If made final, rulemaking proposed today would effectuate a two-month delay in the applicability date of the DOL fiduciary rule. 

While a new OMB determination seemingly makes it more burdensome for the Trump administration to unravel the DOL fiduciary rulemaking,...

Among retirement account-owning households expressing an opinion, nearly all have favorable opinions of 401(k) and similar retirement accounts.

There is a range of ESG/impact investing themes that capture Millennial’s attention.

Though courts are supporting the DOL, actions from the Trump administration may mean those victories do not matter.

The president actually began the first solo press conference of his term by naming Alexander Acosta as his new nominee...

With his Senate confirmation hearing set to kick off tomorrow, DOL Secretary nominee Andrew Puzder has withdrawn himself from consideration.

A district court judge in Texas concluded the crafting and implementation of the fiduciary rule fit squarely within the DOL’s...