Tag: EBSA

DOL’s Final ESG Rule Appears Slightly Softer Than Proposal

The final version of the regulation emphasizes the importance of using only ‘pecuniary’ factors in the assessment of investment options within tax-qualified retirement plans, rather than expressly limiting the use of environmental, social and governance themed investments.

EBSA’s E-Disclosure Rule Is Final

The standard, letting employers opt for electronic vs. print reporting, is a highlight of the agency’s departed assistant secretary’s tenure.

Assessing the State of Trump’s EBSA

The Employee Benefits Security Administration is among the regulators with the most direct influence over the retirement planning industry. It gets a new leader at the end of the month.

Ways to Make Default E-Delivery Even More Effective

Recordkeepers and other service providers have submitted generally positive comment letters to the Department of Labor regarding its proposed e-delivery default rule, but they also have some specific suggestions for improving the proposal.