Sep 28, 20232 minFederal Court Rejects States’ Challenge to DOL’s ESG Investing RuleEnvironmental, social, and governance (ESG) considerations in plan fiduciaries’ decision-making processes have been the center of...
Apr 28, 20232 minNew Rules for Form 5500The Department of Labor has issued new rules detailing a number of changes to Form 5500 and Form 5500-SF reporting, starting for plan...
Apr 6, 20233 minSecure 2.0 Makes Big Changes to Recoupment of Overpayments Secure 2.0 significantly changed the rules for correction and overpayments from a retirement plan.
Mar 28, 20234 minExpanded Coverage For Part-Time Employees Under Secure 2.0The SECURE 2.0 Act was signed into law in December 2022, and it expands the requirement to cover long-term part-time (LTPT) workers in...
Mar 2, 20231 minSherrie Boutwell Teaching at IFEBP's Navigating Benefit Plans Through Mergers and AcquisitionsJoin Sherrie Boutwell and her co-instructor, Ilene H. Ferenczy, on March 15th & 16th, 2023 1:00 p.m.-4:00 p.m. ET for a two-day training...