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DOL’s Recent Guidance on State Retirement Initiatives for Private Sector Employees Part II: The Interpretive Bulletin

USA - December 14 2015 This post continues our two-part series discussing the Department of Labor's (DOL's) recent guidance on state retirement initiatives. The first part...

Matthew J. Chapman.

DOL’s Recent Guidance on State Retirement Initiatives for Private Sector Employees Part I: The Proposed RuleState-Sponsored IRAs

USA - December 11 2015 On November 16, the US Department of Labor (DOL) announced both a notice of proposed rulemaking and an interpretative bulletin aimed at providing...

Matthew J. Chapman.

DOL’s proposal to expand fiduciary definition would bring many service providers into scope

USA - May 20 2015 As we previously reported, the US Department of Labor (DOL) released its reproposed rule “Definition of the Term ‘Fiduciary’; Conflict of Interest...

Steven W. Hansen, Michael R. Weissmann, Michael M. Philipp, Julie K. Stapel, Craig A. Bitman.

IRS and DOL issue guidance on including deferred annuities in target date funds

USA - November 19 2014 On October 24, the Internal Revenue Service (IRS) and the U.S. Department of Labor (DOL) each issued guidance on defined contribution plans offering...

Elizabeth S. Goldberg, Michael B. Richman, John G. Ferreira.