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Expect ESG rule to be overturned

The Biden administration will review the Department of Labor (DOL) rule stipulating that ERISA plan ...

That 401(k) National Virtual Conference provides lots of memories and info

That 401(k) National Virtual Conference is in the history books and despite the COVID limits, was a ...

VALIC sued over surrender charge

One of the most annoying parts of being an ERISA attorney is dealing with surrender charges for clie...

Revenue Sharing is costlier to plan participants

I love when studies on retirement plans state the obvious.   According to researchers from Vand...

IRS increase user fees

The Internal Revenue Service (IRS) has announced increases to user fees for letter rulings and deter...

COVID caused retirement plan raid

Kiplinger conducted a poll that showed that plan participants did raid their retirement plan account...

New law provides disaster distribution relief New law provides disaster distribution relief

The Consolidated Appropriations Act, 2021 signed into law by President Trump, also provided relief t...

Money purchase plan distributions available for COVID relief

The Consolidated Appropriations Act, 2021, signed into law by President Donald Trump on December 27,...

Relief provided for partial terminations

The Consolidated Appropriations Act, 2021, signed into law by President Donald Trump on December 27,...

That 401(k) National Virtual Conference is this January

Zoom will be the place to be for That 401(k) National Virtual Conference on Thursday-Friday, January...