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DOL Fiduciary Rule Still a Go for June 9, but its Future Remains Uncertain

USA - June 7 2017 United States Department of Labor (“DOL”) Secretary Alexander Acosta recently announced that the final DOL fiduciary regulations (the “Fiduciary…

Mandatory Payroll Deduction Savings Programs Are on the Rise

USA - November 7 2016 According to the U.S. Department of Labor (DOL), one-third of American workers do not have the option to participate in a retirement savings plan…

Nancy L. Ober.

IRS Issues Proposed Regulations Under Code Section 457 Affecting Deferred Compensation Plans of Tax-Exempt Organizations

USA - July 1 2016 The Internal Revenue Service recently issued proposed regulations under Section 457 of the Internal Revenue Code (the “Code”) that prescribe rules…

Warren E. Fusfeld.

Department of Labor Issues Final Fiduciary Rule

USA - April 7 2016 The Department of Labor (DOL) has issued a final rule to re-define who is rendered a "fiduciary" of an employee benefit plan under the Employee…

Ilyse W. Schuman, Melissa B. Kurtzman, Steven J. Friedman.

IRS Requests Comments on New Compliance Questions in Form 5500

USA - April 5 2016 The IRS added new compliance questions to the 2015 IRS Form 5500/5500-SF, which is the annual report filed by retirement plans with the Department of…