401(k): House Passes Some 401(k) Plan Reforms

On Thursday and Friday, September 27 and 28, the U.S. House of Representatives passed three separate Republican-sponsored bills that collectively form major follow-up tax legislation (dubbed “Tax Reform 2.0”).  Collectively, …

401(k): DOL ISSUES FINAL FIDUCIARY RULE

On April 8, 2016, the U. S. Department of Labor released long-awaited final regulations that implement significant changes to the definition of “fiduciary” for brokers and investors in connection with …