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Retirement Plan › Employee Retirement Income Security Act (ERISA) › State and Local Government

Faegre Drinker Biddle & Reath LLP

The DOL’s Fiduciary Interpretation and the Florida Court Decision

Faegre Drinker Biddle & Reath LLP on

In 2020, the Department of Labor (DOL) issued its Prohibited Transaction Exemption (PTE) 2020-02 to provide an exemption to most prohibited transactions resulting from nondiscretionary fiduciary advice to retirement plans...more

Faegre Drinker Biddle & Reath LLP

Florida Court Decision’s Impact on Rollover Advice

Faegre Drinker Biddle & Reath LLP on

The Department of Labor (the DOL) expanded its interpretation of fiduciary advice in its guidance issued in connection with Prohibited Transaction Exemption (PTE) 2020-02. As a result, many more broker-dealers and registered...more

Perkins Coie

Employee Benefit Plan Developments—2020 Year in Review

Perkins Coie on

Employee benefits professionals have faced many challenges in 2020. We have seen remarkable changes to state and local requirements, an onslaught of new benefits legislation and governmental policies, shifting reporting and...more

Ogletree, Deakins, Nash, Smoak & Stewart,...

Compass: Insights And Direction For Employers – Fall 2019

Ogletree, Deakins, Nash, Smoak & Stewart,... on

The autumn leaves are turning, football season is gathering momentum, Congress is reconvening, and at Ogletree Deakins, we are celebrating the first anniversary of Compass and reflecting on all that has changed in the last...more

Robinson & Cole LLP

Connecticut Focuses on Fiduciary Standards for Municipal Plans

Robinson & Cole LLP on

Connecticut has been focused on the fiduciary standards of financial planners and retirement plan administrators in the wake of the now-defunct Department of Labor "fiduciary rule." With the goals of creating both...more

Dorsey & Whitney LLP

State Retirement Plans (3 of 3) — Will the States get it right on retirement policy?

Dorsey & Whitney LLP on

This is Part 3 of our series on State Retirement Plans. We have to admit this has been eye-opening. ...more

Dorsey & Whitney LLP

State Retirement Plans (2.5 of 3) Carrots instead of Sticks — marketplaces, prototypes and “closed MEPs”

Dorsey & Whitney LLP on

This is Part 2.5 of a 3-part series on state retirement plan legislation. Part 1 was an Overview. Part 2 focused on recent Department of Labor guidance making it easier for states to get a bit heavy-handed by mandating...more

Dorsey & Whitney LLP

State Retirement Plans (1 of 3) Overview — States getting into Retirement Policy with help from DOL

Dorsey & Whitney LLP on

This is Part 1 of a 3 part series on state retirement plan legislation. States are experimenting with their own solutions to fill the gap of an effective national retirement policy. (Sound familiar? Remember health care...more

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