The continued rollout of SECURE 2.0 and other updates means 2026 will likely be a busy year for regulatory guidance. Below are a few items that are likely to matter to advisors in 2026. More SECURE 2.0 guidance expected. Treasury and the IRS are still working through a long list of SECURE 2.0 projects, and… [keep reading…]
Tag: DOL
The Department Of Labor Guidance On Locating Missing Participants
The Department of Labor (DOL) issued guidance and best practices on January 12, 2021 to pension plans in hopes that Plan Sponsors can locate missing participants. The guidance provides various communication strategies and ways to search for missing participants. The end goal is to have zero missing plan participants, which may be difficult to accomplish,… [keep reading…]