The American Retirement Association wrote to the Department of Labor to provide responses to the Department of Labor’s Request for Information (RFI) on the general disclosure framework under the Employee Retirement Income Security Act of 1974 (ERISA), focusing on design, delivery, and content. (more…)
On November 7, 2019, the American Retirement Association wrote to the Department of Labor to request clarification of current guidance on plan expenses. Specifically, the American Retirement Association requests an Advisory Opinion from the Department to permit the use of plan assets to pay for certain limited service provider interactions involving plan design and participant...
The American Retirement Association wrote to the Department of Labor about the appropriate reporting of transfers of funds between 403(b) plans on Schedules H and I to the Form 5500. (more…)
The American Retirement Association wrote to the Department of Labor to answer the Request for Information on whether the Department should further amend their regulations to facilitate the sponsorship of open multiple employer plans. (more…)
The American Retirement Association wrote to the Department of Labor requesting that the ERISA Advisory Council examine the Department’s outstanding guidance concerning the extent to which an ERISA-covered retirement plan may pay the costs attendant to a plan sponsor’s decisions about plan design and other features to encourage retirement savings. (more…)
The American Retirement Association wrote to the Department of Labor with recommendations to clarify and improve the proposal that set the circumstances under which an employer group or association or a professional employer organization (PEO) may sponsor a multiple employer plan (MEP). (more…)
The American Retirement Association wrote to the Department of Labor in support of the Department’s Proposed Exemption for Retirement Clearinghouse, LLC to facilitate the adoption and use of the RCH Auto-Portability Program. Generally, the Program is intended to help employees consolidate small accounts accumulated in multiple employer sponsored qualified retirement plans through automatic rollover and...
The American Retirement Association wrote to the Department of Labor to provide input on President Trump’s Executive Order on Retirement Security that directed the Department to explore ways to improve the effectiveness of required disclosures and notices under ERISA and the Internal Revenue Code. (more…)
The American Retirement Association and the Investment Company Institute wrote to the Department of Labor to follow up on a meeting the organizations had with the Department on June 7, 2018 to discuss the benefits of electronic delivery of required retirement plan disclosures and notices. (more…)
The American Retirement Association wrote the Department of Labor to request clarification to Field Assistance Bulletin 2018-02 – that announced a temporary enforcement policy on prohibited transaction rules applicable to investment advice fiduciaries – regarding participant rollover recommendations. (more…)
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