Current Events

Current outlook – February 2017

January 31, 2017

In this current outlook we review: (1) DOL’s proposed change to ERISA proxy voting rules to provide for consideration of Economically Targeted Investments (ETI) and Environmental, Social, and Governance (ESG) factors; (2) the Ninth Circuit’s ruling in Tibble allowing plaintiffs to proceed with their failure-to-monitor claim; (3) the current status of Oregon’s mandatory private employer auto-IRA; and (4) IRS’s proposal to allow the use of forfeitures to fund QMACs and QNECs. Read More

DOL releases second round of FAQs on the Conflict of Interest rule

January 22, 2017

On January 13, 2017, the Department of Labor released two sets of FAQs in a second round of guidance on its Conflict of Interest rule. One set of FAQs is “Part II” of ongoing guidance on technical aspects of the rule as it affects providers and plan sponsors, and it will be the focus of this article. The other is a set of “Consumer” FAQs generally directed at plan participants and IRA owners. Read More

IRS proposes new mortality tables for DB plan valuations

January 16, 2017

On December 29, 2016, IRS published a proposed regulation adopting new mortality tables for defined benefit plan valuations. Read More

DOL extends ERISA coverage exemption for mandatory private sector auto-IRAs

January 11, 2017

In December 2016, the Department of Labor finalized its proposal to extend the exemption from ERISA coverage for state mandatory private sector auto-IRA programs to certain state subdivisions, such as cities and counties. How could this affect plan sponsors? Read More

Looking back and looking forward: retirement policy at the beginning of 2017

January 02, 2017

In this article we review, briefly, some of the most significant 2016 retirement policy developments and then consider what will be on the 2017 agenda. Read More

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