IRI is urging a House committee to support a resolution to overturn DOL's one-size-fits-all fiduciary standard on virtually all financial professionals who sell retirement products. https://ow.ly/npX550SxTbN ThinkAdvisor
Insured Retirement Institute (IRI)’s Post
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The Subcommittee on Capital Markets — which is part of the House Financial Services Committee — recently held a hearing that featured testimony from several individuals who discussed the U.S. Department of Labor’s proposed Fiduciary Rule, focusing on the implications for retirement savings and access. Among the witnesses who spoke at the hearing was my Faegre Drinker colleague Bradford Campbell, who addressed the DOL’s proposed regulatory package redefining fiduciary investment advice under the Employee Retirement Income Security Act — otherwise known as ERISA. #Fiduciary #DOL #ERISA #Retirement #Investment #FinancialServices
Bradford Campbell Testifies at House Congressional Hearing on Proposed DOL Fiduciary Rule
faegredrinker.com
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The Subcommittee on Capital Markets — which is part of the House Financial Services Committee — recently held a hearing that featured testimony from several individuals who discussed the U.S. Department of Labor’s proposed Fiduciary Rule, focusing on the implications for retirement savings and access. Among the witnesses who spoke at the hearing was my Faegre Drinker colleague Bradford Campbell, who addressed the DOL’s proposed regulatory package redefining fiduciary investment advice under the Employee Retirement Income Security Act — otherwise known as ERISA. #Fiduciary #DOL #ERISA #Retirement #Investment #FinancialServices
Bradford Campbell Testifies at House Congressional Hearing on Proposed DOL Fiduciary Rule
faegredrinker.com
To view or add a comment, sign in
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The Subcommittee on Capital Markets — which is part of the House Financial Services Committee — recently held a hearing that featured testimony from several individuals who discussed the U.S. Department of Labor’s proposed Fiduciary Rule, focusing on the implications for retirement savings and access. Among the witnesses who spoke at the hearing was my Faegre Drinker colleague Bradford Campbell, who addressed the DOL’s proposed regulatory package redefining fiduciary investment advice under the Employee Retirement Income Security Act — otherwise known as ERISA. #Fiduciary #DOL #ERISA #Retirement #Investment #FinancialServices
Bradford Campbell Testifies at House Congressional Hearing on Proposed DOL Fiduciary Rule
faegredrinker.com
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Helping retirement plan advisors save time, manage risk, and secure business through the installation of governance frameworks | 401k | 403b | ERISA
Thinking about what provisions of SECURE 2.0 apply in 2024? One provision that must have been on your radar from BOTH #SECURE 1 and 2.0 is related to long-term part-time employees (or LTPT employees). The IRS just released proposed rules that can be relied upon until there is a final rule that helps to clarify special provisions that apply when a participant is in the plan solely because they are a LTPT employee. Check out this quick video for a primer and learn more in our upcoming Compass update to learn more! Endeavor Retirement Endeavor Law Adrian Ramirez, CIMA® Chris Simmers
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Director of Strategy for Member Experience @ WTW Via Benefits |Health & Welfare Benefits Administration Expert
Have you ever wondered how to divide your contributions between your 401k and your HSA? This informative article by Kevin House outlines the strategies. #ViaBenefits #401k #HSA #PlanSponsor
Triple tax-advantaged HSAs can set young employees up for financial and physical wellbeing in their retirement years. Managing director, head of Via Benefits Kevin House shares insights on contribution priorities and more in the latest PLANSPONSOR article. #ViaBenefits https://ow.ly/2huu50R7yf9
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David A. Guadagnoli will be a speaker at the 2024 ASPPA (American Society of Pension Professionals and Actuaries) Spring Conference, where he will address "EPCRS Expansion – Helping Plan Sponsors Stay Compliant." The IRS’s Employee Plans Compliance Resolution System (EPCRS) governs corrections of document and operational failures in various types of retirement arrangements, including 401(k) plans. Tracing its roots back to the early 1990s, the idea of plan correction has come a long way, with the IRS becoming comfortable with a variety of self-correction approaches. Most recently, Congress bought into the idea of self-correction through SECURE 2.0 Act changes. In this program, David will discuss the EPCRS program in its current form (Rev. Proc. 2021-30) and how practitioners are using the new tools available under SECURE 2.0. To learn more or register: https://lnkd.in/eRdJupAn #WhatsYourNext
EPCRS Expansion – Helping Plan Sponsors Stay Compliant
sullivanlaw.com
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David A. Guadagnoli will be a speaker at the 2024 ASPPA (American Society of Pension Professionals & Actuaries) Spring Conference, where he will address "EPCRS Expansion – Helping Plan Sponsors Stay Compliant." The IRS’s Employee Plans Compliance Resolution System (EPCRS) governs corrections of document and operational failures in various types of retirement arrangements, including 401(k) plans. Tracing its roots back to the early 1990s, the idea of plan correction has come a long way, with the IRS becoming comfortable with a variety of self-correction approaches. Most recently, Congress bought into the idea of self-correction through SECURE 2.0 Act changes. In this program, David will discuss the EPCRS program in its current form (Rev. Proc. 2021-30) and how practitioners are using the new tools available under SECURE 2.0. To learn more or register: https://lnkd.in/en4Z7F4S #WhatsYourNext
EPCRS Expansion – Helping Plan Sponsors Stay Compliant
sullivanlaw.com
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David A. Guadagnoli will be a speaker at the 2024 ASPPA (American Society of Pension Professionals & Actuaries) Spring Conference, where he will address "EPCRS Expansion – Helping Plan Sponsors Stay Compliant." The IRS’s Employee Plans Compliance Resolution System (EPCRS) governs corrections of document and operational failures in various types of retirement arrangements, including 401(k) plans. Tracing its roots back to the early 1990s, the idea of plan correction has come a long way, with the IRS becoming comfortable with a variety of self-correction approaches. Most recently, Congress bought into the idea of self-correction through SECURE 2.0 Act changes. In this program, David will discuss the EPCRS program in its current form (Rev. Proc. 2021-30) and how practitioners are using the new tools available under SECURE 2.0. To learn more or register: https://lnkd.in/ekXQjT8r #WhatsYourNext
EPCRS Expansion – Helping Plan Sponsors Stay Compliant
sullivanlaw.com
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