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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.

Regulatory and Legislative Defined contribution plan DOL SECURE 2.0 News Articles

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.

Regulatory and Legislative Defined benefit plan Defined contribution plan DOL News Articles

DOL Proposes Guidance for Selection of Alternative Investments

The Department of Labor has released a proposed rule, “Fiduciary Duties In Selecting Designated Investment Alternatives”.

Regulatory and Legislative Defined benefit plan Defined contribution plan DOL IRA News Articles

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.

Regulatory and Legislative Defined benefit plan Defined contribution plan DOL IRA SECURE 2.0 News Articles

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.

Regulatory and Legislative Defined benefit plan Defined contribution plan DOL Fiduciary Issues IRA News Articles

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.

Regulatory and Legislative Defined benefit plan Defined contribution plan DOL Legislative updates IRS News Articles

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.

Regulatory and Legislative Defined benefit plan Defined contribution plan DOL IRA News Articles

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.

Regulatory and Legislative SECURE 2.0 Defined benefit plan Defined contribution plan DOL Fiduciary Issues News Articles

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.

Regulatory and Legislative Defined benefit plan Defined contribution plan DOL News Articles

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.

Regulatory and Legislative DOL News Articles

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.

Regulatory and Legislative Defined contribution plan DOL Legislative updates News Articles

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”.

Regulatory and Legislative Defined benefit plan Defined contribution plan DOL Fiduciary Issues IRA News Articles

DOL Issues Advisory Opinion Regarding Lifetime Income Solutions as a QDIA

The Department of Labor has issued Advisory Opinion 2025-04A.

Regulatory and Legislative DOL Fiduciary Issues News Articles

Aronowitz Confirmed as Assistant Secretary of Labor for EBSA

The Senate has confirmed Daniel Aronowitz as Assistant Secretary of Labor for the Employee Benefits Security Administration.

Regulatory and Legislative Defined benefit plan Defined contribution plan DOL IRA News Articles

House Committee Advances Retirement Proposals

The House Education and Workforce Committee has advanced several retirement bills following a markup.

Regulatory and Legislative Defined benefit plan Defined contribution plan DOL IRA Legislative updates News Articles