Employers Seek Safe Harbor as DOL Wraps Private Asset Proposal

Employers and benefits attorneys are eagerly anticipating an imminent proposal from the Department of Labor on alternative ...
InvestmentNews

Labor Department withdraws annuity safe harbor rule after industry pushback

The US Department of Labor has withdrawn a direct final rule that would have eliminated a long-standing regulatory safe harbor for selecting annuity providers in workplace retirement plans, following ...
Financial Advisor

GOP Senators Demand DOL Safe Harbor Rule For Alts In 401(k)s

A bloc of Republican senators is pressing the Department of Labor to move quickly on a regulatory safe harbor that would protect plan sponsors who add private equity and other alternative investments ...
Accounting Today

IRS revises safe harbor, RMD explanations for retirement plan administrators

Notice 2026-13 provides safe harbor explanations that may be used by plan administrators for explaining eligible rollover ...
JD Supra

Treasury and IRS Issue Updated Domestic Content Guidance Under IRA and First Updated Elective Safe Harbor

On January 16, the Treasury Department (Treasury) and the Internal Revenue Service (IRS) issued Notice 2025-08 (Notice), which provides an updated safe harbor (First Updated Elective Safe Harbor) that ...