The DOL’s ESG Proposal and DB Plans
Defined benefit plan fiduciaries can expand on their evaluations of ESG investments to show they are financially beneficial and not...
Tag: retirement plan regulations
IRS Issues Final Rule on Default Withholding for Periodic Payments
For 2021, the default rate of withholding for certain periodic retirement and annuity payments will remain the same as it...
PSNC 2020: Legislative and Regulatory Update Part II
Experts explained regulations and legislation from Washington, D.C., as well as what employers can do if they ever face ERISA...
PSNC 2020: What’s Next?
This year’s conference opened with a lively discussion about the changes plan sponsors are experiencing, the new issues to which...
Relief for Distributing Summary Plan Descriptions
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
DOL’s Proposed Proxy Voting Rule Another Attempt to Make Stance Permanent
Attorneys say the DOL is showing frustration over the regulatory back and forth on employee benefit plan proxy voting as...
DOL Proposes Rule on Employee Benefit Plan Proxy Voting
The proposal sets forth ‘permitted practices’ under which the plan fiduciary can adopt certain proxy voting policies and parameters, among...
Opinions |
COVID-19 Compliance Corner: IRS Clarifies Rules for Delayed DB Plan Contributions
Carol Buckmann, with Cohen & Buckmann P.C., explains legislative provisions or official guidance related to the COVID-19 pandemic that affect...
DOL to Hold Hearing on Investment Advice Proposed Rule
The DOL said it received several requests for a hearing during the comment period and commenters expressed interest in its...
DOL Letters Seen as Further Effort to Restrict Use of ESG in Retirement Plans
Before it published a proposed rule, the DOL sent letters to plan sponsors about ESG investment practices. Sources share thoughts...
DOL Issues NPRM on PEP Provider Registration
Providers of pooled employer plans (PEPs) must first register with the DOL before plans can begin operating.
DOL Releases Interim Final Rule on Lifetime Income Illustrations
The interim final rule includes assumptions plan administrators must use to calculate estimated lifetime benefit payments to be included on...
Different Views About Retirement Plans Shaped COVID-19 Responses Globally
The U.S. can learn from other countries about instilling the mindset of preserving retirement savings and creating different pools of...
Opinions |
COVID-19 Compliance Corner: Impact on Defined Benefit Plans
Each week, Carol Buckmann, with Cohen & Buckmann P.C., will explain legislative provisions or official guidance related to the COVID-19...
IRS Updates Operational Compliance List for 2020
Items effective in 2020 include several provisions of the SECURE Act.
Did DOL Guidance Permit Private Equity Investments in 403(b)s and 457(b)s?
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
Opinions |
COVID-19 Compliance Corner: Impact on Nonqualified Deferred Compensation Plans
Each week, Carol Buckmann, with Cohen & Buckmann P.C., will explain legislative provisions or official guidance related to the COVID-19...
Opinions |
COVID-19 Compliance Corner: IRS Clarification of RMD Waivers and Extension of Rollover Deadline
Each week, Carol Buckmann, with Cohen & Buckmann P.C., will explain legislative provisions or official guidance related to the COVID-19...
DOL ESG Proposal Throws a Cloud Over Prior Guidance
The proposed regulation seems to create stricter limits for ESG investing in retirement plans, but experts say it is not...
Opinions |
COVID-19 Compliance Corner: IRS Expands CRD Eligibility and Clarifies Loan Rules
Each week, Carol Buckmann, with Cohen & Buckmann P.C., will explain legislative provisions or official guidance related to the COVID-19...