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Regulatory Updates

Periodic updates communicating important regulatory developments to plan sponsors, including those provided by ERISA and other governing bodies.

Compliance Checklist for 2021

As the close of 2020 draws nearer, PEI would like to remind you of some important dates for the coming new year. Click here for PEI’s 2021 Compliance Checklist and stay aware of the important dates defined contribution plan sponsors should know for meeting regulatory compliance.

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Retirement Plan Limits for 2021

The Internal Revenue Code provides for dollar limitations on benefits and contributions under qualified retirement plans. IRC Section 415 requires the limits to be adjusted annually for cost-of-living increases. Description of Limit 2020 2021 401(k) Elective Deferrals  $ 19,500 $ 19,500 403(b)/457 Elective Deferrals $ 19,500 $ 19,500 Annual Compensation Limits $ 285,000 $ 290,000 […]

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DOL Adopts Final Rule on ESG Investing

The Department of Labor (DOL) has adopted a final rule which requires that fiduciaries select investments based on only risk and return characteristics and not environmental or social issues. Investments must be selected based on “pecuniary” factors – that is, factors that a fiduciary prudently determines “to have a material effect on the risk and […]

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