Multnomah Group’s annual Regulatory Update included information related to two Department of Labor (DOL) rules issued over the past 18 months: the fiduciary rule and the ESG investing rule. The update noted that both rules were politically charged and ...
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.
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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 ...
403(b) plan sponsors are required to adhere to the long-term/part-time (LT/PT) participation rules that go into effect Jan. 1, ...
The IRS issued guidance for 403(b) plan sponsors on the SECURE 2.0 rule requiring long-term/part-time (LT/PT) employees to be ...
I was recently at an industry conference of retirement plan consultants and participated in a session discussing how ...
The most recent trend in retirement is to focus on retirement income. However, many conversations revolve around believing that ...