The push to pass legislation allowing collective investment trusts (CITs) in 403(b) plans couldn’t get over the finish line in 2024. Despite general bipartisan support, the bill was not passed and, as we learned in School House Rock, will have to start the ...
UnitedHealth Group (UHG) has agreed to a $69 million settlement to end the case of Snyder v. UnitedHealth Group. The settlement ...
Each year, our DEI Committee works to serve as an authentic and proactive filter to assess policies, procedures, and programs ...
We have come to the end of our Regulatory Update blog series, so far we have covered updates from the IRS, explored legislative ...
Multnomah Group’s annual Regulatory Update included information related to two Department of Labor (DOL) rules issued over the ...
Sign-up to receive our blog posts straight to your inbox.
In our ongoing series on the Annual Regulatory Update, we’ve already covered updates from the IRS, explored legislative changes ...
In our ongoing series on the Annual Regulatory Update, we’ve already explored legislative changes and key insights from the ...
Form 8955-SSA is used by plan sponsors to report participants who have separated from service and are entitled to deferred vested ...
The IRS announced 2025 dollar limits on benefits and contributions for qualified retirement plans.
Continuing our series on this year’s retirement plan regulatory updates, we now shift our focus to the Department of Labor. If ...
Each year, our annual Regulatory Update covers the regulatory, litigation and legislative updates and changes that are affecting ...