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Retirement Plan › Benefit Plan Sponsors › Exceptions

Bricker Graydon LLP

New Plan Distributions are Becoming Operational

Bricker Graydon LLP on

SECURE 2.0 provided employees better access to liquid assets during a major life crisis. We have previously discussed the domestic abuse victim distribution exemption and the emergency personal expense distribution exemption...more

Morgan Lewis

The Final DOL Fiduciary Rule—Considerations for Plan Sponsors

Morgan Lewis on

The final rule has implications for plan sponsors and may impact certain relationships with service providers. On April 6, after a long (and some might say tortured) process, the US Department of Labor (DOL) issued a...more

Seyfarth Shaw LLP

The DOL Fiduciary Definition Regulations are Here . . . Really They are Finally Here

Seyfarth Shaw LLP on

Included in the definition of a fiduciary in Section 3(21) of the Employee Retirement Income Security Act (“ERISA”) is someone who provides investment advice for a fee. Regulations issued in 1975 by the U.S. Department of...more

Seyfarth Shaw LLP

DOL: Proposed Expanded Definition of “Fiduciary”

Seyfarth Shaw LLP on

Background - Section 3(21) of the Employee Retirement Income Security Act (“ERISA’) includes in the definition of a fiduciary someone who provides investment advice for a fee or other compensation, direct or indirect. ...more

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