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Defined Contribution Lifetime Income Illustrations Required After September 18, 2021

USA - September 22 2020 The US Department of Labor (DOL) published in the September 18 Federal Register its Interim Final Rule (Rule) to implement “lifetime income…

Hengyang Ding, Matthew H. Hawes, R. Randall Tracht.

DOL Issues Interim Final Rule on Lifetime Income Illustrations

USA - August 31 2020 The US Department of Labor issued an Interim Final Rule on August 18 to implement “lifetime income illustrations,” which must be provided to defined…

Hengyang Ding, Matthew H. Hawes, R. Randall Tracht.

ERISA Fiduciary Duties: Stick to the Plan!

USA - May 4 2020 One of the simplest yet most integral parts of meeting your ERISA fiduciary duties is “sticking to the plan.” Section 402(a)(1) of ERISA requires…

Amy Pocino Kelly.

The Good News and Really Bad News for IRA Owners Under the SECURE Act - Next Steps for IRA Providers

USA - January 8 2020 The recently enacted Setting Every Community Up for Retirement Enhancement Act of 2019 (the SECURE Act) makes significant changes to individual…

Sariyah S. Buchanan, Vivian S. McCardell.

SECURE Retirement Legislation Becomes Law: Overview of Provisions Affecting Retirement Plans

USA - December 23 2019 The SECURE Act—the most impactful retirement plan legislation since the Pension Protection Act of 2006—was included in the bipartisan spending bill…

Brian J. Dougherty, Gaeun Yoo, Julie K. Stapel, Lisa H. Barton, Matthew H. Hawes, R. Randall Tracht.