by David Torrillo | Jan 29, 2026 | Employee Benefit Plans, Forms and Procedures, News and Press Releases, Policy Updates, Retirement - 401(k), 403(b)
The U.S. Department of Labor’s Employee Benefits Security Administration (“EBSA”) recently announced the overhaul of its national enforcement projects for fiscal year 2026. The changes to the national enforcement projects, the most significant EBSA has...
by David Torrillo | Jul 18, 2025 | Blog, Employee Benefit Plans, News and Press Releases, Retirement - 401(k), 403(b)
The Department of Labor (“DOL”) has recently filed an amicus brief in the case of Paul Hutchins, plaintiff, versus HP, Inc., defendant, in support of the defendant’s use of forfeitures. (Hutchins vs HP Amicus-Brief) The case claims that the defendant improperly...
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 | Nov 24, 2022 | Employee Benefit Plans, Forms and Procedures, News and Press Releases, Policy Updates, Retirement - 401(k), 403(b)
The U.S. Department of Labor announced a final rule that allows plan fiduciaries to consider climate change and other environmental, social and governance (ESG) factors when they select retirement investments and exercise shareholder rights, such as proxy voting. Read...
by David Torrillo | Sep 27, 2022 | Employee Benefit Plans, Forms and Procedures, News and Press Releases, Policy Updates, Retirement - 401(k), 403(b)
In Notice 2022-45, the IRS extends the deadline for amending eligible retirement plans to reflect provisions of Section 2202of the CARES Act and Section 302 of the Relief Act to December 31, 2025, as detailed below. Read...
