Compliance News PLANADVISER January / February 2018

Legislative and Judicial Actions

Reported by

PA Staff

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Compliance

April 10th, 2025

Former Acting Labor Secretary Su Outlines “Risks” From a Weakened DOL Under Trump

In a commentary last week, Julie Su opined about “nightmares that could become the norm in a country without a...

Compliance

April 9th, 2025

DOL Provides Guidance About DB Funding Notice Requirements

In Field Assistance Bulletin 2025-02, the regulator addressed confusion resulting from ERISA-related questions that arose after passage of the SECURE...

Compliance

March 25th, 2025

Voluntary Fiduciary Correction Program Improvements Take Effect

The Employee Benefits Security Administration’s updated self-correction tool launched this week.

Editor’s Letter PLANADVISER January / February 2018

Rethinking Savings Goals

Considering participants who want to save the maximum to their 401(k)

Reported by

Alison Cooke Mintzer

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Compliance

April 8th, 2025

Senate Bill Seeks to Reverse Retirement Plan Crypto Warning

Introduced by Senator Tommy Tuberville, R-Alabama, the Financial Freedom Act would reverse the Department of Labor’s guidance against including cryptocurrency...

Data & Research

November 22nd, 2024

Dalbar Releases Top 10 Plan Participant Websites

The financial services market research firm ranked TIAA, Fidelity and Principal highest among DC portals.

Data & Research

October 24th, 2024

Increased Share of Workers Credit Employers for Efforts to Reduce Financial Stress

A Schwab survey of 401(k) participants also found increased familiarity with SECURE 2.0 provisions compared with last year.