ERISA vista PLANADVISER July/August 2020

DOL Gives Private-Equity Guidance

401(k) plans may include the strategy as part of a diversified fund.

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Compliance

October 8th, 2025

Securities and Exchange Commissioner Paul Atkins was also reappointed to a five-year term from 2026 through 2031.

Deals & People

October 7th, 2025

BlackRock’s former head of US retirement will lead efforts to develop strategic partnerships.

Data & Research

October 1st, 2025

‘Forgotten’ 401(k) accounts now total $2.13 trillion, showing an increase of nearly 30% since mid-2023, according to Capitalize.

Compliance Consult PLANADVISER July/August 2020

Investment Advice Revisited

A new proposal introduces a broad exemption for advisers.

Reported by

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Compliance

October 8th, 2025

Securities and Exchange Commissioner Paul Atkins was also reappointed to a five-year term from 2026 through 2031.

Data & Research

October 1st, 2025

‘Forgotten’ 401(k) accounts now total $2.13 trillion, showing an increase of nearly 30% since mid-2023, according to Capitalize.

Compliance

September 30th, 2025

During the shutdown, more than 75% of the Department of Labor’s staff are furloughed, but critical requirements like Form 5500...