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Quick Takes: Q4 2024 Review of Defined Contribution Regulation, Legislation, & Litigation
The Treasury Department and IRS have issued guidance on LTPTE in 401(k) and 403(b) retirement plans under Section …
Quick Takes: Q3 2024 Review of Defined Contribution Regulation, Legislation, & Litigation
Generally, this time of year sees less legislative and regulatory activity, but a few important bills were introduced …
Q2 2024 Review of Defined Contribution Regulation, Legislation, & Litigation
The second quarter of the year proved to be a busy one given the Labor Department’s issuance of its new…
Quick takes: Q1 2024 Review of Defined Contribution Regulation, Legislation, & Litigation
Regulatory Updates, Proposed Fiduciary Rule: Last quarter’s Quick Takes described the Department of Labor’s (DOL’s)…
Quick takes: Q4 2023 Review of Defined Contribution Regulation, Legislation, & Litigation
Regulatory Updates, Proposed Fiduciary Rule: Employee Retirement Income Security Act (ERISA) Section 3(21) sets…