Hardship Distributions May Be Permitted for South Carolina Hurricane Ian
The Federal Emergency Management Agency (FEMA) has issued a disaster declaration for Hurricane Ian in South Carolina, beginning September 25, 2022, and ending October 4, 2022.
Additional Form 5500 Guidance Under SECURE Act at OMB
The OMB has received a final rule from the DOL titled “Implement SECURE Act and Related Revisions to Employee Benefit Plan Annual Reporting on the Form 5500.”
DOL Releases ESG Final Rule
The Department of Labor (DOL) has announced the release of a final rule to remove barriers in considering environmental, social, and governance (ESG) factors in plan investments.
DOL ESG Final Rule Has Left OMB
A final rule titled Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights submitted by the Department of Labor has left the Office of Management and Budget.
PBGC Updates Mortality Tables for 2023
The Pension Benefit Guarantee Corporation has updated the ERISA Section 4044 Mortality Table to now include factors for 2023 valuation dates.
Selling Beyond the 401k: Part Two of a Two-Part Series
Advisors, look beyond the 401k and help your clients win the talent war with 3(16) Fiduciary Services. Learn how.
Selling Beyond the 401k: Part One of a Two-Part Series
Advisors, look beyond the 401k and help your clients win the talent war with Cash Balance Plans. Find out how.
DOL Releases Updated VFCP
The Department of Labor (DOL) has released a proposed amendment to its Voluntary Fiduciary Protection Program (VFCP).
Retirement Spotlight – Department of Labor Changes “Employee vs. Contractor” Rule
The Department of Labor’s Wage and Hour Division has once again released guidance on the definition of “employee.”
Deadline Relief for Illinois Victims of Severe Storms
The IRS has announced the postponement of certain tax-related deadlines for victims of severe storm and flooding in Illinois.
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