On October 31, the Department of Labor published its long-awaited proposed fiduciary rule titled the Retirement Security Rule. That same day, the White House issued a fact sheet touting the rule as part of President Biden’s fight against ‘junk fees’ and a way ...
Today, November 3, marks Multnomah Group's 20th anniversary! Founding principals Erik Daley and Scott Cameron reflect on the last ...
The IRS announced 2024 dollar limits on benefits and contributions for qualified retirement plans.
Each year, our Technical Services Committee creates a Regulatory Update covering the legislative, regulatory, and litigation ...
Each year, our Technical Services Committee creates a Regulatory Update covering the legislative, regulatory, and litigation ...
Sign-up to receive our blog posts straight to your inbox.
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. ...
In his latest Timely Topics video, Breion Rollins walks through the different types of retirement plan fees. Plan sponsors must ...
The IRS issued Notice 2023-62 on August 25 which provides an extension to the enforcement date for the new Roth catch-up ...
There has been another well-deserved victory for defendants in the multitudes of lawsuits filed against large retirement plans ...
Two of the hot topics in the SECURE 2.0 legislation are two provisions related to after-tax Roth-type savings. We’re covering ...