dol

Interim Final Rule Published for Lifetime Income Projections

A DOL EBSA interim final rule is published in the Federal Register to guide DC retirement plans that must furnish projections of potential lifetime income streams to participants

FuturePlan ERISA Team

Defined Contribution Plan

DOL

SECURE Act

Washington Pulse: PEP Model Evolves with DOL Proposed Registration Guidance

The DOL has issued a proposed rule on registration for pooled plan providers (PPPs), who may begin offering pooled employer plans (PEPs) on January 1, 2021.

FuturePlan ERISA Team

Washington Pulse

DOL

Defined Contribution Plan

Fiduciary Issues

DOL Revises Emergency Leave Rule Following Court Decision

The DOL has issued a revision and clarification to guidance that implemented emergency paid sick leave and expanded family and medical leave under the Emergency Leave Rule.

FuturePlan ERISA Team

COVID-19

DOL

Health and Welfare

Washington Pulse: IRS Releases Guidance on Loan Offset Rollovers

As part of the TCJA Congress provided more time to roll over certain types of plan loan offsets. The IRS has released proposed regulations to align the IRS’s guidance with the statutory rules.

FuturePlan ERISA Team

Washington Pulse

DOL

Defined Benefit Plan

Defined Contribution Plan

IRA

DOL Proxy Voting and Shareholder Rights Proposed Regulations

EBSA publishers proposed regulations intended to govern proxy voting and shareholder rights exercised by fiduciaries of ERISA-governed retirement plans.

FuturePlan ERISA Team

DOL

Fiduciary Issues

Defined Contribution Plan

PEP Registration Guidance In Federal Register

EBSA guidance published in Federal Register on registration requirements for a pooled employer plan, or PEP.

FuturePlan ERISA Team

Defined Contribution Plan

DOL

Lifetime Income Disclosures: A New Requirement for Pension Benefit Statements

The SECURE Act requires ERISA-covered plans to disclose an estimated monthly payment that participants could receive in a lifetime income stream.

FuturePlan ERISA Team

DOL

SECURE Act

Washington Pulse

DOL Rule Issued in Response to 2019 Executive Order

The DOL issued a final rule to formalize its policy and requirements for issuing, modifying, withdrawing, and using DOL guidance, and for making guidance available to the public.

FuturePlan ERISA Team

Defined Benefit Plan

Defined Contribution Plan

DOL

Public Hearing on Proposed Investment Advice Prohibited Transaction Exemption Set

The EBSA has announced a September 3 public hearing on the Improving Investment Advice for Workers and Retirees exemption.

FuturePlan ERISA Team

DOL

Fiduciary Issues

IRA

Proposed Regulations Issued on Pooled Plan Provider Registration

The EBSA has issued proposed regulations on registration requirements for entities that will function as "pooled plan providers", or PEPs, for retirement plans.

FuturePlan ERISA Team

Defined Contribution Plan

DOL

SECURE Act

PEP

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