Weekly Highlights: Retirement Plans
Week ending April 26, 2024
Text of DOL Final Regs: Retirement Security Rule: Definition of an Investment Advice Fiduciary
Employee Benefits Security Administration [EBSA], U.S. Department of Labor [DOL]
Text of DOL Amendment to Prohibited Transaction Exemption 2020-02
Employee Benefits Security Administration [EBSA], U.S. Department of Labor [DOL]
Reasons to Avoid SECURE 2.0 Emergency Savings Accounts
Hall Benefits Law
Defining Investment Advice Fiduciary
Employee Benefits Security Administration [EBSA], U.S. Department of Labor [DOL]
Employee Benefits Security Administration [EBSA], U.S. Department of Labor [DOL]
IRS Extends Waiver of Excise Tax, But Not RMDs, for 10-Year Beneficiaries
Denise Appleby, via Morningstar
Important Changes in DOL’s Final Fiduciary Rule
American Retirement Association [ARA]
DOL Finalizes Fiduciary Investment Advice Regulation
Thomson Reuters Practical Law
Addressing Missing Participants: The Why and the How
American Retirement Association [ARA]
Defined Contribution Plan Forfeitures: Proposed Regs and Recent Litigation
Kelley Drye & Warren LLP
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