by David Torrillo | Nov 19, 2024 | Employee Benefit Plans, Forms and Procedures, News and Press Releases, Retirement - 401(k), 403(b)
On November 18, 2024, the U.S. Department of Labor’s Employee Benefits Security Administration issued a notice requesting information from retirement plan administrators that will allow it to begin populating the Retirement Savings Lost and Found database, an online...
by David Torrillo | Sep 9, 2024 | Employee Benefit Plans, News and Press Releases, Policy Updates, Retirement - 401(k), 403(b)
In its continuing effort to protect U.S. workers’ retirement and health benefits, the U.S. Department of Labor updated current cybersecurity guidance confirming that it applies to all types of plans governed by the Employee Retirement Income Security Act, including...
by David Torrillo | Apr 23, 2024 | Employee Benefit Plans, News and Press Releases, Policy Updates, Retirement - 401(k), 403(b)
On April 23, 2024, the U.S. Department of Labor released the Retirement Security Rule defining who is an investment advice fiduciary for purposes of the Employee Retirement Income Security Act (ERISA). Read...
by David Torrillo | Apr 17, 2024 | Employee Benefit Plans, Forms and Procedures, News and Press Releases, Retirement - 401(k), 403(b)
The U.S. Department of Labor announced on April 15, 2024 that its Employee Benefits Security Administration is proposing to collect information from plan administrators on a voluntarily basis to establish an online search tool to help America’s workers locate lost...
by David Torrillo | Jan 20, 2024 | Employee Benefit Plans, News and Press Releases, Retirement - 401(k), 403(b)
The Employee Benefits Security Administration of the Department of Labor (DOL) recently released a proposed regulation on automatic portability transactions under SECURE 2.0 Act of 2022. The goal of automatic portability transactions is to help workers keep track of...
