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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
2
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
3
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
4
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
5
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
6
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
7
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
8
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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