Monthly Archives: May 2026

Whenever Congress creates a new savings vehicle, the legislation is only the beginning. The real work begins when the IRS and Treasury try to translate the statute into operational rules. That’s exactly what we’re seeing now with the proposed regulations … Continue reading →

If you want to understand where the Department of Labor is headed on retirement plan investigations, the agency recently provided a roadmap. The Employee Benefits Security Administration (EBSA) updated its national enforcement projects, which essentially signal where investigators will focus … Continue reading →