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Compliance News
Legislative and Judicial Actions
Rutledge Takes EBSA HelmThe Department of Labor (DOL) has appointed Preston Rutledge head of its Employee Benefits Security Administration (EBSA). Rutledge is former senior tax and benefits counsel...
Mercer Experts Put Odds In Favor of Republican Tax Reform Success
The text of a combined bill drawing together the House and Senate proposals is slowly emerging ahead of critical up-or-down floor votes scheduled for early next week.
Assessing U.S. Retirement Allocations in a Global Context
A panel of MFS investment strategists and economists look back over 2017—and ahead to the global growth challenges and opportunities for the coming year.
Data Shows Sidecar Savings Accounts Could Support DC Plan Success
One clear way to help prevent retirement plan leakage is to help families cope with financial shocks and income volatility in the short term; one way to do...
Will Open MEPs Soon Have Their Day?
The executive director of the Aspen Institute Financial Security Program, reflecting on a recent summit of government and industry leaders, suggests the stars may finally be coming into...
2016 RPAY – The Catanella Institutional Consulting Team of UBS
Being proactive and providing customized and personalized solutions for clients is at the heart of the work of The Catanella Institutional Consulting Team of UBS. The team’s mission...
2016 RPAY – The Catanella Institutional Consulting Team of UBS
Being proactive and providing customized and personalized solutions for clients is at the heart of the work of The Catanella Institutional Consulting Team of UBS. The team’s mission...
Possible Outcomes of the Rocky Legislative Session
ERISA attorneys and practice leaders give their take on the intense political grappling that has become the norm in Washington under a Republican majority.
Bank of America Merrill Lynch Finds Participants More Engaged in Plans
Robust plan design, education and the use of digital tools can increase employee engagement with their retirement plans, the firm's Plan Wellness Scorecard shows.
The New Era of DC Plan Menu Design
A trio of experts from Manning and Napier examine the “new era of DC plan menu design,” arguing encouraging developments are on the horizon.
PSNC 2017: Final Fiduciary Rule Not So Final
Speaking at the 2017 PLANPSONSOR National Conference, a staffer at the DOL told attendees the agency is still looking for ways to make its fiduciary rule better.
FINRA and SEC Announce Compliance Forum for B/Ds
Cybersecurity, investing by seniors, and other regulatory topics of interest will be discussed.
Higher Education Faculty Need Help With Investing
Nearly three in 10 (29%) professors surveyed by Fidelity aren’t sure of the investment mix of their retirement savings, suggesting they don’t know if the investments they selected...
Less Than Half of Savers Can State Their Net Worth
More than one-quarter feel they are not making any savings progress at all.
DOL Fiduciary Workshops Support Client Compliance
Speakers from the DOL will discuss basic fiduciary do’s and don’ts associated with operating an employer-sponsored retirement plan.
Future of the Fiduciary Rule Under New DOL Secretary
Donald Trump has nominated an outspoken critic of federal government regulation as DOL secretary, placing more uncertainty on the future of the fiduciary rule, according to some observers.
Consultants Reflect on Fiduciary Rule Progress
Consultants from Grant Thornton suggest they have already seen strong business impacts coming out of the DOL fiduciary rule.