Electronic Disclosure Bill Reintroduced in House
Similar to a measure that passed the House last year, the Improving Disclosure for Investors Act prioritizes electronic delivery of...
Tag: electronic disclosures
Industry Advocates Implore DOL for Regulatory Clarity on SECURE 2.0
Emergency savings and disclosures were points of focus.
Proposed Legislation, SEC Rule Would Greatly Expand Electronic Disclosures
A proposed bill and an SEC proposal on the same topic target two different audiences.
Rush of SEC Regulatory Activity Includes E-Filing Rules
The SEC’s leadership says it is important, in today’s digital age, for filers to have easy online methods to submit...
IRS Extends Relief From Physical Presence Requirement
The physical presence requirement for spousal consents and participant elections under qualified retirement plans will be lifted through June 30.
Publisher’s Note
What a Year!
With so many bigger issues facing the country, much has happened that almost seems unnoticed.
Compliance News
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.
With E-Delivery Accomplished, a Push for More Retirement Reform
With the electronic disclosure delivery regulation in the bag, retirement industry lobbyists have turned their attention back to the ambitious Portman-Cardin bill, a version of which could soon...
DOL’s EBSA Reveals Final Electronic Disclosure Rule
Compared with other regulatory efforts undertaken in recent years by the Department of Labor, this one enjoys near universal support among retirement plan industry stakeholders.
Trendspotting
An Engagement Chain
Linking participants to their online account from digital communications.
While Popular, Default Electronic Delivery of Plan Documents Irks Some
Retirement plan service providers generally support making electronic delivery of documents the default, but print communication industry organizations and some consumer groups say the paper default should remain.
Industry Sources Urge Lawmakers to Move Forward on Retirement Plan Proposals
A hearing focused on four bipartisan proposals, but a couple of witnesses also urged passage of the Retirement Enhancement and Savings Act of 2018.
Lawmakers Reintroduce Bill to Encourage Electronic Retirement Plan Disclosures
The RETIRE Act would ensure employers make retirement information easily accessible online, while providing protections for employees who prefer to receive paper documents.