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Compass Retirement Consulting Group, Inc.
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Retirement, LLC
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Nicholas Pension Consultants
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Central Pension Fund of the IUOE
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Retirement Plan Relationship Manager ERISA Services, Inc.
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Carpenter Morse Group
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Retirement Plan Legal Specialist Pentegra
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Prime Pensions, Inc.
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Defined Benefit Calculation Specialist/Actuary The Angell Pension Group, Inc.
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| Spring 2021 DOL Regulatory Agenda Includes Retirement Plan Projects October Three Consulting  June 22, 2021 "The Agenda includes four significant [DOL] regulatory initiatives ... [1] mandatory annual DC plan lifetime income illustrations, required by the [SECURE Act] of 2019; [2] fiduciary duties with respect to retirement plan investments based on environmental, social, and corporate governance (ESG) factors and with respect to proxy voting; [3] a revision of the DOL advice fiduciary rule; and [4] implementation of the SECURE Act's DC 'group of plans' combined 5500 provision. In this article [the authors] briefly review, and provide some background on, these projects." |
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