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The Resource for the Global Finance Profession

Regulation and Other Guidance

 

DOL  

3/12/2014     
DOL - Proposed Rule on Fee Disclosure
3/12/2014     
DOL - Fact Sheet - Proposed Rule on Fee Disclosure
7/3/2013     
DOL - Advisory Opinion 2013-03A - ERISA Accounts as Plan Assets
5/8/2013     
DOL - Lifetime Income Illustration - Calculator
5/8/2013 DOL - Lifetime Income Illustration - Advanced Notice of Proposed Rule Making
5/7/2013    
DOL - Lifetime Income Illustration - Fact Sheet
2/3/2013    
DOL - Advisory Opinion 2013-01A - Application of ERISA to Cleared Swaps


IRS

2/1/2014
IRS Notice 2014-09 - Rollover to Qualified Plans
1/1/2014
IRS Notice 2014-5 - Temporary Nondiscrimination Relief
12/1/2013
IRS Notice 2013-74 - Rollovers to Roth Accounts
10/1/2013 IRS Notice 2013-49 - Mortality Tables for 2014 and 2015 
3/1/2012 IRS Notice 2012-04 - Rollovers from DC to DB for Annuity
1/1/2012 IRS Notice 2012-03 - Survivor Annuity Requirements for Deferred Annuities
  IRS - Treasury Fact Sheet - Lifetime Income Choices



PBGC


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