dol

DOL Releases Final Rule for Pooled Plan Provider Registration

The DOL has issued final regulations on registering as a pooled plan provider (PPP), which is one of the initial steps that such providers must take before offering PEPs.

FuturePlan ERISA Team

Washington Pulse

DOL

SECURE Act

Defined Contribution Plan

Retirement Spotlight: IRS Releases Escheatment Guidance

This Retirement Spotlight summarizes Rev. Rul. 2020-24 and Rev. Proc. 2020-46 and explains how they interact with other IRS and DOL guidance.

FuturePlan ERISA Team

Defined Contribution Plan

DOL

IRA

IRS Guidance

Retirement Spotlight

Pooled Plan Provider Registration Regulations Published

Final regulations from the DOL outlining registration requirements for pooled plan providers of pooled employer plans were published.

FuturePlan ERISA Team

Defined Contribution Plan

DOL

DOL Final ESG Guidance Published

The DOL’s final rule on environmental, social, and governance (ESG) investments is published in the Federal Register.

FuturePlan ERISA Team

Defined Benefit Plan

Defined Contribution Plan

DOL

Fiduciary Issues

DOL Issues Final PEP Registration Regulations

The EBSA has issued a pre-publication version of final regulations on registration requirements for "pooled plan providers," (PEPs).

FuturePlan ERISA Team

Defined Contribution Plan

DOL

Final Rule on Transparency In Healthcare Coverage

Federal agencies jointly issue final rule on transparency in healthcare coverage intended to make healthcare price information accessible for comparison-shopping.

FuturePlan ERISA Team

DOL

Health and Welfare

IRS

DOL Releases Final ESG Guidance

The DOL has posted a final rule regarding guidance initially focused on restricting the use of environmental, social, and governance (ESG) investments.

FuturePlan ERISA Team

Defined Benefit Plan

Defined Contribution Plan

DOL

Fiduciary Issues

Proposed DOL Rule to Help Define "Employee" vs. "Independent Contractor"

The DOL's Wage and Hour Division has published a notice of proposed rulemaking to help define "employee" under the FLSA, which sets the standards for minimum wage and overtime payments

FuturePlan ERISA Team

DOL

DOL to Clarify Employee or Independent Contractor Status

The DOL has issued a notice of proposed rulemaking to clarify “the definition of ‘employee’ under the FLSA as it relates to independent contractors.”

FuturePlan ERISA Team

Defined Contribution Plan

DOL

Health and Welfare

DOL’s Proposed Rule Solidifies Shareholder’s Rights

On August 31, 2020, the DOL issued a proposed rule to clarify an ERISA fiduciary’s duties related to shareholder rights, including proxy voting on corporate stock.

FuturePlan ERISA Team

Retirement Spotlight

DOL

Defined Benefit Plan

Defined Contribution Plan

Fiduciary Issues

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