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Retirement Plan › Benefit Plan Sponsors › Office of Management and Budget

Faegre Drinker Biddle & Reath LLP

The New Fiduciary Rule (23): The Final Rule Has Been Sent to the OMB

Faegre Drinker Biddle & Reath LLP on

In November 2023, the U.S. Department of Labor released its package of proposed changes to the regulation defining fiduciary advice and to the exemptions for conflicts and compensation for investment recommendations to...more

Faegre Drinker Biddle & Reath LLP

The DOL’s Regulatory Agenda and a New Fiduciary Rule

Faegre Drinker Biddle & Reath LLP on

The DOL has not appealed the decision in the Florida Federal District Court that vacated its fiduciary “re-interpretation.” That re-interpretation, in effect, said that ongoing investment advice to a rollover IRA could be...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

We will get PEP guidance soon

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

With less than six months before the launch of pooled employer plans (PEPs) comes word that the Department of Labor (DOL) has some proposed regulations on tap....more

Snell & Wilmer

IRS: Don’t Answer All the 5500 Questions!

Snell & Wilmer on

The 2015 Form 5500 added some new optional compliance questions for the 2015 Forms 5500 and 5500-SF. In December 2015, the IRS issued frequently asked questions on the new compliance questions and strongly encouraged plan...more

Morgan Lewis

DOL Sends Proposed Conflict of Interest Rule to OMB for Review

Morgan Lewis on

The White House backs a “fiduciary rule” for IRAs. The U.S. Department of Labor (DOL) has sent its proposed “Conflict of Interest Rule-Investment Advice” to the president’s Office of Management and Budget (OMB) for...more

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