Tag: Department of Labor (DOL)

EBSA issues new participant disclosure regulations

Risk-based funds remain popular on plan menus. Why some plans pick them, and how some advisers benchmark them

Target-dates useful but flawed, witnesses tell SEC and DoL

Annuities are crucial to the retirement income discussion

The DoL offers QDIA clarification

ERISA accounts offer a "new" way of offsetting plan costs

Fiduciaries may have disclosure mandate not specified in law

Fees, retirement income, QDIAs, and 403(b)s offer advisers sales and service opportunities

Is this the end of the road for the PPA’s fiduciary adviser?

Disclosure not the only issue with 401(k) fees

Washington has a full plate of retirement plan issues

New products, highlights, announcements

Advisers need to get to work now to comply with new Form 5500 requirements

Advisers giving advice through the PPA's fiduciary adviser provision must play by rules that still are not final

The QDIA regulations open the door for new default options

Advisers still headed for more fee transparency

The DoL sets its sights on disclosures from service providers

Nobody has figured out yet how best to benchmark managed accounts. How can you help clients in the meantime?

EBSA releases proposed revisions to provider fee disclosures

Every retirement plan adviser knows that the year is full of various compliance deadlines imposed on these programs by the Department of Labor (DoL), Internal Revenue Service (IRS),...