Apr 24, 2024 Voluntary Reporting for a Mandatory Database: DOL’s New Approach for the SECURE Act 2.0 Retirement Savings Lost and Found By Adam Snyder Ryan Gorman Scott Wagner Ed Emerson Jennifer Cote +2 more... Show less On April 15, the Department of Labor (“DOL”) published a Notice of Proposed Information Request (the “Notice”), outlining its plan to...
Apr 24, 2024 Expanded Fiduciary Rule Finalized By DOL By Ryan Gorman Lost amidst the hoopla of invalidated non-competes and overtime rules, the U.S. Department of Labor issued its long-awaited final...
Feb 26, 2024 401(k) Plans Beginning to Utilize Student Loan Repayment Matching Benefit Under SECURE Act 2.0 By Ryan Gorman An increasing number of 401(k) plan sponsors are (finally) getting around to implementing the innovative student loan matching provision...
Oct 31, 2023 DOL and Biden Administration Propose to Revamp Rollover and Annuity Investment Advice Standards By Ryan Gorman Adam Snyder Doctor Frankenstein isn’t the only one bringing things back to life this Halloween. On October 31, 2023, the U.S. Department of Labor...
Aug 28, 2023 What a Relief! IRS Delays Mandatory Roth Treatment of Catch-Up Contributions by High Earners Until 2026 By Ryan Gorman 401(k) and 403(b) plan sponsors received some good news on Friday, as the IRS announced a two-year transition period to comply with the...