regulatory updates

DOL Releases Final PTE on Investment Advice

The DOL addresses how financial organizations or professionals can receive certain compensation that would otherwise violate the prohibited transaction rules. 

FuturePlan ERISA Team

Washington Pulse

Defined Contribution Plan

DOL

Fiduciary Issues

Executive Order Revokes Previous Health Policy Directives

On January 28, 2021, President Biden issued an Executive Order entitled Strengthening Medicaid and the Affordable Care Act. 

FuturePlan ERISA Team

Health and Welfare

Healthcare Reform

2021 Could See More Retirement and Health Legislation

There’s optimism that one or more savings-focused bills could be enacted in 2021. 

Mike Rahn, CISP - ERISA Team

Retirement

Health

Legislation

Legislation Introduced to Aid Struggling Defined Benefit Plans

House Ways and Means Committee Chairman Richard Neal (D-MA) has introduced in the initial days of the 117th Congress the Emergency Pension Plan Relief Act (EPPRA) of 2021. 

FuturePlan ERISA Team

Defined Benefit Plan

Legislative updates

Compatibility of Pre-Approved Plan Documents and PEPs

The IRS has revealed that pre-approved qualified retirement plan documents may be used to establish arrangements known as pooled employer plans, or PEPs. 

FuturePlan ERISA Team

Defined Contribution Plan

IRS

SECURE Act

New Administration to Review ESG Investments Guidance

The new administration will review retirement plan ESG guidance for possible revision or withdrawal. 

FuturePlan ERISA Team

Defined Contribution Plan

Fiduciary

IRS Posts Updated DB Plan Yield Curves and Segment Rates

The IRS has issued updated guidance on factors used in certain defined benefit (DB) pension plan minimum funding and present value calculations. 

FuturePlan ERISA Team

Defined Benefit Plan

IRS

New guidance for Traditional and QACA Safe Harbor Plans

The SECURE Act makes it easier for employers to adopt ADP/ACP safe harbor plan provisions. These plans have proven popular with many employers. 

FuturePlan ERISA Team

Retirement Spotlight

SECURE Act

IRS

IRS Guidance

Defined Contribution Plan

Opinion Letter on ADEA and Individual Coverage HRAs

Opinion Letter Addresses Interaction Between ADEA and Individual Coverage HRAs  

FuturePlan ERISA Team

Health and Welfare

DOL Guidance for Plans Facing Missing Participant Issues

The EBSA has released a three-part guidance package for retirement plan fiduciaries dealing with missing or unresponsive participants. 

FuturePlan ERISA Team

Defined Benefit Plan

Defined Contribution Plan

DOL

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