regulatory updates

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

Updated Life Expectancy Tables Published

The IRS has provided updated life expectancy tables.

FuturePlan ERISA Team

Defined Contribution Plan

IRA

IRS Guidance

IRS Updates Life Expectancy Tables for Determining RMDs

The IRS has issued a pre-publication version of final regulations that update life expectancy tables for determining RMDs for tax-qualified retirement savings arrangements.

FuturePlan ERISA Team

IRS

IRS Guidance

Defined Contribution Plan

IRA

In-Kind Distribution of Terminating 403(b) Accounts

The IRS has issued a ruling describing the status and tax treatment of certain 403(b)(7) custodial accounts belonging to participants or beneficiaries of terminating 403(b) plans.

FuturePlan ERISA Team

IRS

IRS Guidance

IRA

SECURE Act

Tax Benefits for Retirement Distributions for LTC Insurance

Proposed legislation would permit tax-free retirement savings distributions of up to $2,500 per year—indexed for inflation—that are used to purchase long-term care insurance.

FuturePlan ERISA Team

Defined Contribution Plan

IRA

Legislative updates

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

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