Compliance News
Legislative and Judicial Actions
Key legislation, regulations and litigation from Washington, D.C., and the courts.
Reported by
PLANADVISER Staff
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Trump Signs ESOP ‘Ownership’ Bill
The codified framework for valuations of employee stock ownership plans is expected to reduce resulting litigation.
Unclear Messaging Could Be Limiting Retirement Income Products’ Appeal
According to the Institutional Retirement Income Council, standardized terms would help plan participants better understand retirement income options.
Pre-Retirees Concerned About Retirement Income but Confused by Income Products
Several recent studies show that although many pre-retirees show interest in income products, far fewer invest in them.
