New ESG Proposed Rule at OMB
The Office of Management and Budget received a proposed rule, Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights, from the Department of Labor.
Expertise and Tools for a Competitive Edge
Tailored insights and powerful tools provide the expertise to uncover opportunities, strengthen client solutions, and achieve better outcomes.
The latest updates
FuturePlan Launches PATH PEP in Collaboration with Voya Financial, Bringing Institutional Retirement Capabilities to the Mid- and Large-Market
New pooled employer plan brings open investment architecture and institutional governance to the mid- and large-market
FuturePlan by Ascensus Names David Gunning as Vice President, Sales Consultant for New England
Driving New England growth through independent, advisor-focused retirement solutions.
FuturePlan by Ascensus Adds Ryan Moore as Regional Vice President to Strengthen Advisor Partnerships
Veteran advisor partner strengthens FuturePlan’s independent, client-focused approach across Los Angeles, the surrounding areas, and Hawaii.
Sonderling Nominated as Secretary of Labor
President Trump announced the nomination of Keith Sonderling as the Secretary of Labor, following the departure of Lori Chavez-DeRemer, who stepped down in April.
DOL Issues Temporary Enforcement Policy Regarding Pension Benefit Statements
The Department of Labor has issued Field Assistance Bulletin 2026-02, addressing inquiries regarding compliance with the paper statement requirements under Section 338 of SECURE 2.0.
DOL Clarifies Enforcement Priorities
The Department of Labor's Employee Benefits Security Administration has issued Field Assistance Bulletin 2026-01, a memorandum to EBSA staff from Assistant Secretary Daniel Aronowitz providing guiding principles for EBSA's enforcement priorities.
DOL Proposes Guidance for Selection of Alternative Investments
The Department of Labor has released a proposed rule, “Fiduciary Duties In Selecting Designated Investment Alternatives”.
Washington Pulse - DOL Proposes Updates to E-Delivery Rules to Align With SECURE 2.0
The Department of Labor has issued a proposed rule amending the electronic delivery regulations for certain retirement plan documents to align with new requirements established under the SECURE 2.0 Act.
DOL Removes Fiduciary Rule From Code of Federal Regulations
The U.S. Department of Labor’s Employee Benefits Security Administration has removed the Biden-era 2024 final rule, “Retirement Security Rule: Definition of an Investment Advice Fiduciary,” from the Code of Federal Regulations.
Form 5500 Simplification Act Introduced
Representatives Glenn Grothman (R-WI) and Don Norcross (D-NJ) have introduced H.R. 7362, the Form 5500 Simplification Act.
DOL Releases Employee or Independent Contractor Proposal
The Department of Labor has released a proposed rule intending to update the requirements for employers to determine employee or independent contractor status under the Fair Labor Standards Act.
DOL Releases Paper Statement Proposed Rule
The Department of Labor has released a proposed rule making amendments to electronic disclosure safe harbors pursuant to the implementation of Section 338 of SECURE 2.0.
DOL Sends Alternative Investment Rule to OMB
The Department of Labor has submitted a proposed rule titled Fiduciary Duties in Selecting Investment Alternative to the Office of Management and Budget for review.
DOL Expands DFVCP to Late Form M-1 Filers
The Department of Labor has modified the Delinquent Filer Voluntary Correction Program to further facilitate and encourage voluntary compliance with ERISA’s reporting requirements.
INVEST Act Clears House
The House of Representatives has passed the Incentivizing New Ventures and Economic Strength Through Capital Formation (INVEST) Act by a vote of 302 to 123.
DOL Paper Statement Proposed Rule at OMB
The Office of Management and Budget has received a proposed rule from the Department of Labor (DOL) titled "Requirement to Provide Paper Statements in Certain Cases-Amendments to Electronic Disclosure Safe Harbors”.
DOL Issues Advisory Opinion Regarding Lifetime Income Solutions as a QDIA
The Department of Labor has issued Advisory Opinion 2025-04A.
How Do You Select the Right TPA?
From fees, to response times, compliance, and references there are answers you should be looking for when evaluating a TPA.
Use our guide to ask the right questions