fiduciary issues

DOL Releases Final Rule on QPAM Exemptions

The Department of Labor has issued a final rule “Amendment to Prohibited Transaction Class Exemption 84-14 (PTE 84-14) for Transactions Determined by Independent Qualified Professional Asset Managers (the QPAM Exemption)”.

FuturePlan ERISA Team

Defined Benefit Plan

Defined Contribution Plan

DOL

Fiduciary Issues

DOL Final Rule on QPAM Exemptions Has Left OMB

A final rule titled, “Proposed Amendment to PTE 84-14 for Plan Asset Transactions Determined by an Independent Qualified Plan Asset Manager,” has left the Office of Management and Budget.

FuturePlan ERISA Team

DOL

Defined Contribution Plan

Fiduciary Issues

PBGC Updates Interest Assumptions for Valuing Benefits

These interest assumptions are used for valuing benefits under terminating single-employer plans.

FuturePlan ERISA Team

Fiduciary Issues

DOL Sends Final Fiduciary Rule to OMB

The Department of Labor has sent a final fiduciary rule titled “Retirement Security Rule: Definition of an Investment Advice Fiduciary” to the Office of Management and Budget (OMB).

FuturePlan ERISA Team

DOL

Fiduciary Issues

DOL Final Rule on QPAM Exemptions at OMB

The Office of Management and Budget has received a final rule from the Department of Labor titled “Proposed Amendment to PTE 84-14 for Plan Asset Transactions Determined by an Independent Qualified Plan Asset Manager”.

FuturePlan ERISA Team

DOL

Fiduciary Issues

Defined Contribution Plan

Defined Benefit Plan

HSA

IRA

DOL Releases Proposed Fiduciary Rule

The Department of Labor (DOL) has released a new proposed rule updating the definition of an investment advice fiduciary under ERISA.

FuturePlan ERISA Team

DOL

Legislative updates

Defined Contribution Plan

Fiduciary Issues

DOL Issues Advisory Opinion Regarding Investment Management Fees

The Department of Labor has responded to fiduciary responsibility questions from Citigroup Inc. (Citi) related to their Racial Equity Asset Manager Program.

FuturePlan ERISA Team

DOL

Defined Contribution Plan

Fiduciary Issues

Several Bills Amending ERISA Advance out of House Committee

The House Education and Workforce Committee held a mark-up of several proposals, including four bills. 

FuturePlan ERISA Team

Fiduciary Issues

IRA

Legislative updates

Defined Benefit Plan

Defined Contribution Plan

Several Amendments to ERISA Proposed in House

Several bills have been introduced in the House of Representatives that would make amendments to the Employee Retirement Income Security Act of 1974 (ERISA).

FuturePlan ERISA Team

Legislative updates

Fiduciary Issues

Defined Contribution Plan

Defined Benefit Plan

SEC Releases Cybersecurity Proposed Rule

The Securities and Exchange Commission (SEC) has issued a proposed rule to address cybersecurity risks.

FuturePlan ERISA Team

Fiduciary Issues

No Results