Each year, our Technical Services Committee creates a Regulatory Update covering the legislative, regulatory, and litigation developments affecting retirement plans. This year, the Internal Revenue Service (IRS) related several notices affecting plan sponsors ...
Each year, our Technical Services Committee creates a Regulatory Update covering the legislative, regulatory, and litigation ...
Our Technical Services Committee has released the 2023 Regulatory Update! Our annual Regulatory Update provides an overview of ...
The 9th Circuit Court of Appeals reversed a lower court’s summary judgment decision in favor of AT&T in the case Bugielski v. ...
The IRS issued Notice 2023-62 on August 25 which provides an extension to the enforcement date for the new Roth catch-up ...
Sign-up to receive our blog posts straight to your inbox.
There has been another well-deserved victory for defendants in the multitudes of lawsuits filed against large retirement plans ...
In the retirement plan industry, conducting regular 401(k) or 403(b) audits is essential to ensuring compliance and optimizing ...
The benefits of conducting a vendor search substantially outweigh the potential short-term inconveniences. This two-part series ...
This last blog in our series on advisor independence includes key action items for plan sponsors. To understand the context of ...
The Yale University case is one of the first excessive fee suits filed against a university 403(b) plan, and it has finally been ...
In our second blog in this series, we will dive deeper into the litigation surrounding managed accounts. When advisors and ...