Events listed in [EBSA] Employee Benefits Security Administration

US Department of Labor publishes transcripts of online hearing on proposed ...

ID 26538
Following an online hearing on December 12, 2023 and December 13, 2023 with respect to its ongoing consultation on proposed revisions to the definition of „investment advice fiduciary“ in its rules under the Employee Retirement Income Security Act of 1974 (EventID 23651, EventID 23960), the Employee Benefits Security Administration (EBSA) has now published the transcripts and video recordings to the hearing. – [December 12, ...
Asset Management
conference / webinar

US Department of Labor publishes agenda for online hearing on proposed retirement ...

ID 26117
Following the announcement of an upcoming online hearing on December 12, 2023 and December 13, 2023 at 9:00 a.m. Eastern Standard Time with respect to its ongoing consultation on proposed revisions to the definition of „investment advice fiduciary“ in its rules under the Employee Retirement Income Security Act of 1974 (EventID 23651, EventID 23960), the Employee Benefits Security Administration (EBSA) has now published the ...

US Department of Labor releases informational copies of 2023 Form 5500 Series ...

ID 25862
The U.S. Department of Labor’s Employee Benefits Security Administration (EBSA), the Internal Revenue Service (IRS), and the Pension Benefit Guaranty Corporation (PBGC) have published informational copies of the 2023 – Form 5500 Annual Return/Report, – Form 5500-SF Annual Return/Report for small pension plans, – Form 5500-EZ Annual Return of a one-participant retirement plan or a foreign pension plan, – *Form 5558 for an application ...

US Department of Labor announces online hearing on proposed retirement security ...

ID 25818
In view of its ongoing consultation on proposed revisions to the definition of „investment advice fiduciary“ in its rules under the Employee Retirement Income Security Act of 1974 (please see EventID 23651 for a detailed description of the consultation), the Employee Benefits Security Administration (EBSA) has announced an upcoming online hearing beginning on December 12, 2023 at 9:00 a.m. Eastern Standard Time. To recall, ...

US Department of Labor announces proposed rule to protect retirement savers’ ...

ID 25600
On October 31, 2023, the Employee Benefits Security Administration (EBSA) announced an upcoming consultation on proposed revisions to the definition of „investment advice fiduciary“ in its rules under the Employee Retirement Income Security Act of 1974. The revisions aim to enhance the protection of pension plan members and their retirement income and raise the standards for investment advisers when advising pension funds, other fiduciaries, ...

US Department of Labor issues Field Assistance Bulletin for multiemployer plans ...

ID 22964
On April 25, 2023, the U.S. Department of Labor (DOL) published a press release to inform that its Employee Benefits Security Administration (EBSA) has issued a new Field Assistance Bulletin 2023-01 which contains frequently asked questions (FAQs) on the „annual funding notice requirements for multiemployer pension plans that received special financial assistance under the American Rescue Plan Act“. To recall, the Act was concluded ...

Department of Labor will reopen comment period on proposed amendment to Qualified ...

ID 22437
The Employee Benefits Security Administration (EBSA) has published a press statement to announce that it is reopening its comment period on proposed amendments to the Qualified Professional Asset Managers (QPAM) exemption – the so-called transaction class exemption 84-14 – up to April 6, 2023. To recall the exemption provides relief to QPAMs from certain transactions that would otherwise be prohibited under the ERISA, the ...
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