Searching Content indexed under Retirement, Superannuation & Pensions by Diane Dygert ordered by Published Date Descending.
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DOL Fiduciary Rule Officially Dead
For several years now we've been keeping you updated on the long and winding road of the Department of Labor's ("DOL") Fiduciary Rule.
United States
2 Jul 2018
DOL Issues Temporary Enforcement Policy For Fiduciary Advice Rule
On May 7, 2018, the Department of Labor (the "DOL") issued a temporary non-enforcement policy regarding its investment advice fiduciary regulation (the "Fiduciary Rule") in Field Assistance Bulletin 2018-02.
United States
11 May 2018
Senate And House Reconcile Their Versions Of Tax Reform
This is the fourth issue in a planned series of alerts designed to provide an in-depth analysis on topics related to tax reform. This Tax Reform Management Alert ...
United States
27 Dec 2017
Tax Reform Passes The Next Hurdle – The Senate
This is the second issue in a planned series of alerts for employers on selected topics on tax reform. The series of Tax Reform Management Alerts is designed to provide an in-depth analysis of executive ...
United States
12 Dec 2017
DOL Fiduciary Rule To Become Effective In June
In early April 2017, the Department of Labor (DOL) extended the applicability date of their final rule defining who serves as a fiduciary under the Employee Retirement Income Security Act of 1974...
United States
31 May 2017
DOL Fiduciary Rule Officially Delayed
On April 4, 2017, the Department of Labor ("DOL") issued a final rule extending by 60 days the applicability date of the final "fiduciary" regulation published a year ago (known colloquially as the "Fiduciary Rule").
United States
12 Apr 2017
IRS Clarifies Instructions For Form 5500 Reporting Of RMD Failures
Certain employee benefit plans, including qualified retirement plans, must file an annual return/report on Form 5500 with the Department of Labor, which is shared with the IRS.
United States
8 Aug 2016
It's The End Of The Determination Letter Program -- As We Know It
With Announcement 2015-19, the Internal Revenue Service has effectively ended the determination letter program for individually designed qualified plans as of January 1, 2017.
United States
6 Oct 2015
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