Compliance October 11th, 2023 Industry Advocates Implore DOL for Regulatory Clarity on SECURE 2.0 Emergency savings and disclosures were points of focus.
Compliance March 28th, 2023 Proposed Legislation, SEC Rule Would Greatly Expand Electronic Disclosures A proposed bill and an SEC proposal on the same topic target two different audiences.
Compliance December 23rd, 2020 IRS Extends Relief From Physical Presence Requirement The physical presence requirement for spousal consents and participant elections under qualified retirement plans will be lifted through June 30.