Applicability of Certain Aspects of RMD Regulations Delayed to 2026
The Internal Revenue Service released Announcement 2025-2, delaying the anticipated applicability date for future final regulations relating to required minimum distributions.
DOL’s Final Restated Voluntary Fiduciary Correction Program at OMB
The Office of Management and Budget has received a final rule from the Department of Labor titled “Adoption of Amended and Restated Voluntary Fiduciary Correction Program”.
Proposal to Roll Back ESG Investing Approved in House
The House passed H.R. 5339, the Roll back ESG To Increase Retirement Earnings Act (RETIRE Act), by a vote of 217-206.
DOL Launches Online Filing Option for Abandoned Plans
The Department of Labor has launched an online filing system for termination administrators to be able to submit required information for abandoned plans to DOL.
ERISA Insights – IRS Releases RMD Regulations
The Internal Revenue Service has released final regulations that revise existing regulations applicable to RMDs, eligible rollover distributions, and excess accumulation tax.
Interim Final Rule for Abandoned Plans Released
The Department of Labor has issued an interim final rule, expanding the Abandoned Plan Program regulations to also include plans of employers who are in liquidation under Chapter 7 of the U.S. Bankruptcy Code.
DOL Reports to Congress on Prior Pension Risk Transfer Guidance
The Department of Labor has reported to Congress on Interpretive Bulletin 95-1, pursuant to a directive under Section 321 of SECURE 2.0.
DOL Releases Final Investment Advice Fiduciary Rule
The Department of Labor recently released a regulatory package that includes a final amendment (the Retirement Security Rule) to the regulations that define what constitutes an investment advice fiduciary.
SEC Releases Cybersecurity Final Rule
The Securities and Exchange Commission has issued a final rule to address cybersecurity risks.
CIP Requirements for Registered Investment Advisers Proposed
The Financial Crimes Enforcement Network, Securities and Exchange Commission, and Department of Treasury have jointly issued a proposed rule.
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