Topic
defined contribution plans
65 published works
Hall Benefits Law Blog
DOL Approves PBGC Missing Participant Program for Defined Contribution Plans
By Anne Hall
The U.S. Department of Labor (DOL) recently released Field Assistance Bulletin 2021-01 that authorizes, as a matter of enforcement policy, plan fiduciaries of terminating defined contribution plans to use the Pension…
Hall Benefits Law Blog
Defined Contribution Lifetime Income Disclosures: Employer Considerations
By Anne Hall
The Setting Every Community Up for Retirement Enhancement Act (SECURE Act) added new lifetime income disclosure requirements to benefit statement rules under ERISA. On September 18, 2020, the Department of…
Global Regulation Tomorrow
Government to help pension schemes seize long-term opportunities
On 11 September 2020, the Department for Work and Pensions issued the Government’s response to the February 2019 consultation ‘Investment Innovation and Future Consolidation’ which included a further consultation on…
Inside Jobs
New SECURE Act Guidance: Lifetime Income Disclosures for 401(k) and 403(b) Plans
By Julie Edmond
On August 18, 2020, the Department of Labor (“DOL”) announced new guidance on lifetime income disclosures that must be included in pension benefit statements furnished to participants in defined contribution…
Beneficially Yours
Show Me the (Monthly) Money!
By Christina Cerasale, Richard G. Schwartz
Seyfarth Synopsis: On Tuesday, August 18, 2020, the Department of Labor’s Employee Benefits Security Administration (EBSA) released an interim final rule related to a new disclosure that will need to…
The CPA Desk
Best of… How the SECURE Act Affects Pension Plans
By PKF Texas
https://youtu.be/mev5u7bL7nY Russ: This is the PKF Texas Entrepreneur’s Playbook. I’m Russ Capper, this week’s guest host, and I’m here once again with Kristin Ryan, Audit Senior Manager and one of the faces…
Employee Benefits
DOL Information Letter Allows Private Equity Investments in Defined Contribution Plans
On June 3, 2020, through the issuance of an information letter (the “Letter”), the Department of Labor (the “DoL”) effectively expanded the realm of investment alternatives for 401(k) plans and…
Benefit Notes
DOL Provides its view on Private Equity Investment Exposure in Defined Contribution Plans
By Phil McKnight, Sam Butler, Tom Dowling
In a new information letter, the U.S. Department of Labor (DOL) concludes offering professionally managed asset allocation funds, which include a private equity component as an investment option in an…
Funds & Investment Management Law Blog
DOL Issues Guidance about Private Equity Investments in 401(k) Plans
The Department of Labor’s recent pronouncement on the permissibility of investing 401(k) and other defined contribution plan assets in private equity has gotten wide-spread attention. Yet the guidance, which was…
Archer Employment Law
American Bar Association Section of Taxation and Section of Real Property, Trust and Estate Law 2019 Fall Tax Meeting
By callen
When: 8:00AM – 9:30AM | October 3-5, 2019 Where: San Francisco, CA Archer faculty: Jose M. Jara, Esq. Employee Benefits Defined Contribution Plans Presented by the Subcommittee on Defined Contribution…