In our last post we introduced the major areas of an important new piece of legislation, the SECURE Act. In that post we described the provisions that incent...

The Setting Every Community Up for Retirement Enhancement Act of 2019 or “Secure Act” just became law. The broad-brush purpose of the Act is to redress the l...

Each year about this time, the Employee Benefits Security Administration (EBSA) of the U.S. Department of Labor issues a Fact Sheet that shows us its work fo...

Recently, the U.S. Department of Labor released its final rule on association retirement plans, advertising in its press release that it will make it easier ...

The Securities and Exchange Commission just finalized the rule it proposed last year about this time. Although the rule itself is quite short (some seven pag...

In Part One of this series, we generally discussed socially responsible investments (SRIs) and environmental, social, and corporate governance (ESG) factors ...

There is a highly political aspect to Socially Responsible Investing (SRI) in retirement plans that gets reflected in the DOL rules depending on the party th...

This is the second in a series of posts on the U.S. Department of Labor’s proposed changes to the Multiple Employer Plan (MEP) rules. In last week's installm...

Introducing FPG’s “Multiple Employer Plan” (MEP) Overview and Evaluation Series As a result of an Executive Order issued by the White House last fall, the U....