If you’ve not yet registered for the 16th Annual Qualified Plan Fiduciary Summit, please take a couple minutes to register now. We’d love to see you there, where we’ll talk about the various developments described below . . . and more!
Regulatory Developments
If you’ve not yet registered for the 16th Annual Qualified Plan Fiduciary Summit, please take a couple minutes to register now. We’d love to see you there, where we’ll talk about the various developments described below . . . and more!
Regulatory and Litigation Update
This quarter’s QPA Advocate Newsletter begins with two pleas. First, please allow time before, during, and after your upcoming committee meetings to discuss the various regulatory and litigation updates described below.
Year-End Plan Sponsor Roundup
The end of the year is fast approaching. Many of you are tying up loose ends and hopefully preparing for some down time with your family and friends. With competition for your time and attention in mind, we wanted to close the year with a rapid-fire roundup of the retirement plan issues that have emerged over the last few weeks.
DOL Proposes New Fiduciary Advice Rule
On October 31, 2023, the Department of Labor (DOL) released a proposed amendment to the definition of an investment advice fiduciary. Read on to find out more.
Recordkeeper Benchmarking: It’s About More Than Fees
This month’s article starts with some litigation context, then moves into practical recordkeeper benchmarking perspectives that will serve your fiduciaries and participants well.
Staying Ahead of the Risk Curve: Lessons from Litigation
Federal courts have become much more inclined to deny companies’ and fiduciaries’ motions to dismiss, instead permitting participants’ claims to proceed into the discovery phase.
Helping Your Employees to Become Financially Well
This month, QPA’s team takes this opportunity to return our focus directly to your employees and their financial wellness.
Statutory, Regulatory, and Litigation Developments Keeping ERISA Attorneys Busy
This month, QPA’s team of ERISA Attorneys is devoting additional energy to ensuring plan fiduciaries remain educated about recent developments and what might arise in the near future.
The Advocate Newsletter: SECURE 2.0 and Regulatory Updates From a Trip to Washington, D.C.
For more than 15 years, the American Bar Association Tax Section has provided me consistent opportunities to work directly with government officials on retirement plan-related matters.