Tag: EBSA

EBSA to Host Webcast about Form 5500

The U.S. Department of Labor’s Employee Benefits Security Administration (EBSA) will host a free Webcast about Form 5500 and electronic filing requirements on January 21 at 1 p.m.

EFAST2 Ready for Online Form 5500 Filings

Plan sponsors can now take full advantage of a new federal government system for online filing of the required annual report to the Employee Benefits Security Administration (EBSA) at the U.S. Labor Department.

EBSA: Fee Disclosure Regs Coming

The head of the Department of Labor's Employee Benefits Security Administration (EBSA) said today that the agency plans to release its long-awaited regulation dealing with providers’ fee disclosure under 408(b)(2) in May 2010.

DoL Set to Issue Annuity Project RFI

In implementing its newly announced initiative to see how it can best facilitate the use of lifetime income investment vehicles in retirement plans, the U.S. Department of Labor (DoL) plans to release a formal request for information document in January.

EBSA to Unveil Regulatory Agenda

The head of the U.S. Department of Labor’s Employee Benefits Security Administration (EBSA) will host a live public Web chat to discuss its regulatory agenda.

IMHO: The Benefits of the Doubt

Those who were wondering when—or perhaps if—the issues raised in those revenue-sharing lawsuits would ever actually be tried got a strong, affirmative response last week.

EBSA Pulls Back Controversial Advice Mandate

The long saga of the U.S. Department of Labor’s (DoL) hotly debated investment advice rule took another twist today when the DoL’s Employee Benefits Security Administration (EBSA) announced the controversial final rule is being withdrawn.

EBSA Further Delays Investment Advice Rule

The U.S. Department of Labor’s Employee Benefits Security Administration (EBSA) announced Monday that it is giving itself until May 17, 2010, to develop a new version of its final investment advice rule.

IMHO: Tractor “Trailer”

About a week ago, Caterpillar agreed to a $16.5 million settlement of one of those allegedly excessive fee/revenue-sharing lawsuits.

EBSA Issues More Guidance on Form 5500 Schedule C

The Department of Labor's Employee Benefits Security Administration (EBSA) has issued additional guidance in response to questions from plans and service providers on the requirements for reporting service provider fees and other compensation on Schedule C of Form 5500.

IMHO: A SunAmerica Opinion

I am admittedly something of a pension (and regulatory) geek, but when the SunAmerica Opinion was published (December 2001), it was clear that something big had just happened. 

 

Vick to Turn Over $400K to DoL

Disgraced NFL quarterback Michael D. Vick has agreed to pay $416,461 in restitution to a pension plan sponsored by his company MV7 LLC to settle allegations Vick had funneled off plan assets for his personal use.