Industry & Regulatory News
The Department of Labor’s Employee Benefits Security Administration (EBSA) has issued proposed regulations intended to govern the use of so-called “socially responsible” investments in retirement…
Industry & Regulatory News
The IRS has issued News Release IR-2020-126, announcing an extension of time to complete filing of returns and making tax payments as a result of…
Industry & Regulatory News
The retirement industry eagerly received the IRS guidance on applying provisions of the Coronavirus Aid, Relief, and Economic Security (CARES) Act with the issuance of…
Industry & Regulatory News
The IRS has issued Notice 2020-51, providing additional guidance on the 2020 suspension of RMDs that generally must be taken annually by IRA owners, retirement…
Industry & Regulatory News
The IRS has issued Notice 2020-50, providing additional guidance on several aspects of the Coronavirus Aid, Recovery, and Economic Security (CARES) Act, legislation enacted in…
Industry & Regulatory News
Companion bills have been introduced in the U.S. House of Representatives and Senate to provide additional capital to small businesses hardest hit by the coronavirus…
Industry & Regulatory News
Published in Thursday’s Federal Register is the Department of Labor’s Employee Benefits Security Administration’s (EBSA’s) request-for-information (RFI) seeking public comments on issues pertinent to pooled…
In the News
In a recent Forbes feature, president and CEO David Musto reflects on his experience leading through complex problems and challenging times, most recently during the COVID-19 pandemic. Musto summarizes…
Industry & Regulatory News
The Department of Labor’s Employee Benefits Security Administration (EBSA) has released a pre-publication version of a request-for-information (RFI) seeking public comments on issues pertinent to…
Industry & Regulatory News
In an announcement Monday, the Securities and Exchange Commission (SEC) again confirmed that June 30, 2020, is the deadline to comply with the agency’s Regulation…