Curated Content Library - Plan Sponsor Consultants

RSS

Sort by: Publisher Date Title

Publisher: Fred Reish
Author: Fred Reish

the new fiduciary rule 42the regulation and exemptions are stayed 2what remains - fred reish

This article and the next look at guidance by SEC on rollover recommendations, which parallel the DOL’s but which only require a single recommendation.

This article and the next look at guidance by SEC on rollover recommendations, which parallel the DOL’s but which only require a single recommendation.
Read More

This article and the next look at guidance by SEC on rollover recommendations, which parallel the DOL’s but which only require a single recommendation.
Read More

Tags: legislation, fiduciary responsibility

5 1
Publisher: 401(k) Specialist
Author: Editorial Staff

IRS Proposes New LTPTE Regulations for 401(k)s

The IRS has issued proposed guidelines for a SECURE Act rule change regarding long-term, part-time employee participation in 401(k) plans.

The IRS has issued proposed guidelines for a SECURE Act rule change regarding long-term, part-time employee participation in 401(k) plans.
Read More

The IRS has issued proposed guidelines for a SECURE Act rule change regarding long-term, part-time employee participation in 401(k) plans.
Read More

Tags: legislation, secure 2.0, plan design, long term part time, plan administration

5 1
Publisher: PLANSPONSOR
Author: No Author

Biden Uses First Veto to Uphold DOL ESG Rule | PLANSPONSOR

Veto permits retirement plans to continue using environmental, social and governance criteria when selecting retirement plan investments.

Veto permits retirement plans to continue using environmental, social and governance criteria when selecting retirement plan investments.
Read More

Veto permits retirement plans to continue using environmental, social and governance criteria when selecting retirement plan investments.
Read More

Tags: legislation, investment options, 2023, esg

5 1
Publisher: SHRM
Author: Stephen Miller, CEBS

401(k) Auto-Enrollment Proves Popular

Numbers don't lie! Plan sponsors offering automated plan features see positive effects

Numbers don't lie! Plan sponsors offering automated plan features see positive effects
Read More

Numbers don't lie! Plan sponsors offering automated plan features see positive effects
Read More

Tags: automatic features, employee enrollment, legislation, deferral rates, 2022

5 1
Publisher: 401K Specialist
Author: No Author

Bill to Create 'Starter 401ks' Introduced in Senate

“Starter-K Act of 2022” introduced in Senate this week would create streamlined “starter” defined contribution plans for small businesses.

“Starter-K Act of 2022” introduced in Senate this week would create streamlined “starter” defined contribution plans for small businesses.
Read More

“Starter-K Act of 2022” introduced in Senate this week would create streamlined “starter” defined contribution plans for small businesses.
Read More

Tags: legislation, start-up, starter 401k, 2022

5 1
Publisher: Congressional Research Service
Author: No Author

Using Retirement Account Features for Short-term Savings

Read More

Read More

Tags: legislation, retirement savings, emergency savings, 2022

5 1
Publisher: EBRI
Author: No Author

Impact of Five Legislative Proposals and Industry Innovations on Retirement Income Adequacy

Recent legislation and findings impacting Retirement Income Adequacy

Recent legislation and findings impacting Retirement Income Adequacy
Read More

Recent legislation and findings impacting Retirement Income Adequacy
Read More

Tags: legislation, retirement income, 2022

5 1