Our Issues

Retirement : Defined Contribution/401(k) Plan Reform

This section covers all matters related to the sponsorship of a defined contribution retirement plan (like a 401(k) plan), including issues related to plan fees, automatic enrollment, investment strategies and options (such as default investments and target-date funds), contribution limits, multi-employer arrangements, benefit statement requirements, hardship distributions and plan loans.

Legislative   |   Regulatory   |   Judicial   |   Webinars   |   News Releases

LEGISLATIVE


Source Documents

( 169 ) More

Council Materials

( 229 ) More

Back to top

REGULATORY


Source Documents

Regulation/Guidance
NFFR for the Form 5500, as published in the federal register
Monday, February 27, 2023
( 146 ) More

Council Materials

Council Summary
IRS Provides Limited Extension of Certain Proposed RMD Rules
Friday, December 20, 2024 doc is secured, login to view or you may not have permissions under current account
Council Summary
Summary of IRS Guidance on SECURE 2.0 Overpayment Provision
Monday, October 21, 2024 doc is secured, login to view or you may not have permissions under current account
( 198 ) More

Back to top

JUDICIAL


Source Documents

Legal Decision
District Court Ruling in BlackRock 401(k) Suit
Wednesday, July 10, 2024
( 52 ) More

Council Materials

( 50 ) More

Back to top

WEBINARS / NEWS RELEASES


WEBINARS

( 40 ) More

NEWS RELEASES

( 35 ) More