DOL

Regulatory and Legislative

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”.

October 01 2025

Regulatory and Legislative

DOL Issues Advisory Opinion Regarding Lifetime Income Solutions as a QDIA

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

September 24 2025

Regulatory and Legislative

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.

September 22 2025

Regulatory and Legislative

House Committee Advances Retirement Proposals

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

September 18 2025

Regulatory and Legislative

Proposal Allowing Unclaimed Retirement Distribution Transfers to State Unclaimed Property Programs Introduced

Representatives Ron Estes (R-KS), and Seth Magaziner (D-RI), have introduced H.R. 5325, the Unclaimed Retirement Rescue Plan. 

September 16 2025

Regulatory and Legislative

PBGC Issues Final Rule on Miscellaneous Provisions

The Pension Benefit Guarantee Corporation has issued a final rule providing minor clarifications and improvements to several miscellaneous provisions. 

August 18 2025

Regulatory and Legislative

Executive Order on Alternative Investments Issued

President Trump has issued an Executive Order aimed at increasing access to alternative investments for 401(k) and other defined contribution plans. 

August 07 2025

Regulatory and Legislative

DOL Weighs in on Forfeiture Case

 The Department of Labor filed an amicus (friend of the court) brief in a case (Hutchins v. HP Inc.). 

July 14 2025

Regulatory and Legislative

DOL Sends PEP Item to OMB

The Department of Labor has released a prerule item titled “Pooled Employer Plans” (PEPs) to the Office of Management and Budget for review.

July 02 2025

Regulatory and Legislative

DOL Launches Opinion Letter Program

The Department of Labor has announced the launch of its opinion letter program. 

June 04 2025
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