SEC Adopts Rules to Enhance Proxy Voting Disclosures
The SEC has finalized rules to amend Form N-PX, Annual Report Of Proxy Voting Record of Registered Management Investment Company.
Auto-Portability Legislation Introduced in House
Representatives Brad Schneider and Ron Estes have introduced HR 9252, Advancing Auto-Portability Act.
SEC Finalizes Rule to Modernize Shareholder Reports and Disclosures
The SEC has released a final rule to amend requirements for shareholder reports for mutual funds and exchange-traded funds (ETFs) and rules for investment company advertisements.
SEC Proposes Requirements for Investment Advisor Outsourcing
The SEC has released a proposed rule to prohibit investment advisers from outsourcing certain services or functions without first meeting due diligence and ongoing monitoring requirements related to the “covered function”.
House Proposal Would Modify Fiduciary Investment Selection Requirements
Representative Greg Murphy, along with co-sponsor Representatives Carol Miller, David Schweikert, and Lloyd Smucker have introduced HR 9198, the Safeguarding Investment Options for Retirement Act.
Mental Health Matters Act Passes House
H. R. 7780, the Mental Health Matters Act, has passed the House and has been referred to the Senate Committee on Health, Education, Labor & Pensions.
Treasury Issues Final Rule on Employer-Sponsored Coverage and Premium Tax Credit
The Department of Treasury has issued a final rule amending the affordability determination used to determine a family’s eligibility for the premium tax credit.
PBGC Proposes Rule Addressing Withdrawal Liability for Multiemployer Plans
The PBGC is proposing to provide interest rate assumptions that may be used by a plan actuary in determining a withdrawing employer’s liability under a multiemployer plan.
2023 Taxable Wage Base Announced
The Social Security Administration has announced the 2023 adjustments for benefits and certain other limitations that are subject to annual cost-of-living adjustment (COLA) indices.
Deadline Relief for South Carolina Victims of Hurricane Ian
The IRS has announced the postponement of certain tax-related deadlines for victims of Hurricane Ian in South Carolina.
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