DOL Announces Proposed Form 5500 Updates
The Department of Labor today issued proposed revisions to Form 5500 Annual Return/Report of Employee Benefit Plan that must be...
Wealth Management
Unwelcome ‘Advice’
Start planning now to understand and comply with the new fiduciary rule.
Industry Groups Sue DOL over Fiduciary Rule
A group of nine financial services and business trade groups today filed a lawsuit against the Department of Labor over...
ABA Welcomes OCC Regulatory Adjustment Proposal
ABA on Thursday welcomed a proposal from the OCC that would make several regulatory adjustments as part of its efforts...
Fiduciary Rule Compliance Estimated at More than $31.5 Billion
The Department of Labor’s newly finalized rule expanding the definition of who counts as a fiduciary under the Employee Retirement...
Department of Labor Issues Final Fiduciary Rule
ABA pressed DOL for a number of changes from the proposed rule, which was widely viewed as draconian and unworkable....
Final Fiduciary Rule Includes ABA-Advocated Revisions
The Labor Department’s final rule redefining who counts as a fiduciary under the Employee Retirement Income Security Act and Internal...
ABA Wins Extension for New Executor Reporting Requirements
Following ABA’s recent request, the IRS today said it would extend the compliance deadline for new proposed executor reporting requirements.
OCC Issues Proposal on EGRPRA-Related Reg Changes
The OCC today issued a proposal that would make several regulatory adjustments as part of its efforts under the Economic...
Of Ubers, Tech Users and Elder Abusers
As technology evolves, state-level stalwarts such as elder financial abuse and foreclosure are now sharing the legislative spotlight with novel...
