Retirement Plans Newsletter

February 4, 2021 logo logo
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View job as Economist for Centers for Medicare & Medicaid Services [CMS], U.S. Department of Health & Human Services Economist

Centers for Medicare & Medicaid Services [CMS], U.S. Department of Health & Human Services
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View job as Benefits Specialist for Blue Benefits Consulting Benefits Specialist

Blue Benefits Consulting
Carmel IN / Bloomington IN

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Office for Civil Rights, U.S. Department of Health & Human Services
Telecommute / Washington DC

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[Guidance Overview]

Exceptional Usefulness and Quality and Usefulness iconDOL's Final ERISA Proxy Voting Rule Largely Changed to Principles-Based Approach (PDF)

16 pages. "The DOL's description of the final rule notes several areas where the rule is intended to align with [SEC] guidance on proxy voting.... [A chart compares] key elements of the final DOL rule and the SEC guidance." Icon to read more

Morgan Lewis, via LexisNexis Practical Guidance

[Guidance Overview]

The New E-Delivery Rule: The Price of Simplification

"[R]etirement plans taking advantage of the new rule may face increased exposure to ERISA fiduciary breach claims alleging inadequate cybersecurity measures." Icon to read more

Fred Reish, Bruce Ashton and Stephen Pennartz, via American Retirement Association [ARA]

[Guidance Overview]

Are Charter Schools Considered 'Governmental' for Retirement Plan Purposes?

"[M]any retirement plan advisors and consultants assume that charter schools are 'governmental' for tax code (Code) employee benefit purposes. This characterization isn't always clear cut, but the consequences of getting it wrong can be substantial." Icon to read more

Best Best & Krieger LLP

[Guidance Overview]

DOL Provides Final Regulations for Pooled Plan Providers

"The final regulations retain much of the same structure as the proposed rule issued last August, with some added clarification on registration requirements." Icon to read more

Hall Benefits Law

[Guidance Overview]

DOL Releases Final PTE on Investment Advice

"[PTE 2020-02] becomes effective on February 16, 2021, and outlines the factors that determine whether financial professionals are considered fiduciaries -- while giving clear guidance about how fiduciaries must comply with their responsibilities." Icon to read more


Financial Statement Disclosures Unique to Defined Benefit Plans

"[D]efined benefit plans disclosures differ from those required for defined contribution plans ... Standard actuarial reports typically include the components needed ... allowing plan sponsors to simply insert the figures into standard disclosures." Icon to read more


U.S. Pension Briefing, January 2021

"Combining interest rate and investment market movements, most pension plans will see their funded status improve for the month but only modestly." Icon to read more

River and Mercantile

Benefits in General

DOL Announces Fiscal Year 2020 Enforcement Statistics, Reflecting Record-Setting Recovery Amount

"For the year, the DOL handled 171,863 inquiries ... EBSA closed 230 criminal investigations, which led to 59 guilty pleas or convictions and the indictment of 70 persons (including plan officials, corporate officers, and service providers) for crimes related to employee benefit plans." Icon to read more

Thomson Reuters / EBIA

Press Releases

OneDigital Acquires Owen & Associates
OneDigital Health and Benefits

Most Popular Items in the Previous Issue

View COVID-19 News and Resources, Inc.
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Lois Baker, J.D., President
David Rhett Baker, J.D., Editor and Publisher
Holly Horton, Business Manager

BenefitsLink Retirement Plans Newsletter, ISSN no. 1536-9587. Copyright 2021, Inc. All materials contained in this newsletter are protected by United States copyright law and may not be reproduced, distributed, transmitted, displayed, published or broadcast without the prior written permission of, Inc., or in the case of third party materials, the owner of those materials. You may not alter or remove any trademark, copyright or other notices from copies of the content.

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