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After receiving 1,001 comments and 20 petitions before the close of the 15-day comment period, the DOL has released a 63-page final regulation. The news? The DOL has officially extended the April 10, 2017 date for the fiduciary rule by 60 days to June 9, 2017. In addition, the amendments to prohibited transaction exemption 84-24,...
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The Department of Labor has officially proposed a regulation to extend the applicability date of the fiduciary regulation by 60 days. This means the April 10, 2017 deadline is still in place. If this proposed rule, as written, becomes final before April 10, 2017, the effective date for the fiduciary rule will be delayed until June...
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We are pleased to announce Andy Pooser has joined Goldleaf Partners as the regional sales director for the Southeast. Pooser joins our team with a thorough understanding of the industry. With 20 years of experience in recordkeeping and third-party administration, he brings a wealth of knowledge to this role as he supports our partners. Pooser...
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A proposed regulation was published on January 18, 2017 that will allow a safe harbor plan to use forfeitures to offset safe harbor contributions. In addition, forfeitures will be available to offset QNECs and QMACs. The proposed regulation can be found here. However, plan administrators must follow the terms of their current plan documents. Therefore,...
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