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Retirement Plan › Benefit Plan Sponsors › Proposed Amendments

Eversheds Sutherland (US) LLP

Department of Labor’s Fiduciary Rule 4.0 proposal

Eversheds Sutherland (US) LLP on

On October 31, 2023, following its announcement by President Biden, the US Department of Labor (DOL or Department) released its Proposal 4.0 regarding ERISA fiduciary investment advice, including amended exemptions for...more

Shumaker, Loop & Kendrick, LLP

Client Alert: IRS Proposes New Rules for Hardship Withdrawals

Shumaker, Loop & Kendrick, LLP on

Over the past several years, Congress has made certain changes to the rules that govern financial hardship withdrawals from 401(k) plans. A number of these changes override provisions in existing IRS regulations, and with...more

K&L Gates LLP

DOL Re-Proposes Rule to make Brokers, Others, ERISA Fiduciaries

K&L Gates LLP on

After almost five years of debate, the U.S. Department of Labor (“DOL”) is again trying to modify the ERISA definition of “fiduciary” as it relates to providing investment advice. On April 14, 2015, DOL re-proposed rules (the...more

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