JD Supra

No ERISA Strings Attached: The DOL Weighs in on Employer and Employee Contributions to Trump Accounts

The Department of Labor (DOL) recently issued Technical Release 2026-02, which clarifies that neither Trump Accounts nor ...
JD Supra

DOL Issues Guidance Confirming Trump Accounts Generally Are Not ERISA Plans

On June 17, 2026, the Department of Labor (DOL) issued Technical Release 2026-02 (Technical Release), providing guidance on whether Trump accounts ...
Morningstar

50 Years Later, Was Erisa Worth It?

In 1974, Congress transformed the American retirement system. By a unanimous vote in the Senate and a margin of 407-2 in the House, it passed the Employee Retirement Income Security Act. The goal was ...
Forbes

Key Investor Lessons From The New Department Of Labor Fiduciary Rule

The Department of Labor (DOL) has recently introduced a pivotal update to what constitutes investments advice under ERISA, more commonly referred to as the fiduciary rule. The DOL’s stated goal in ...
salisburypost

Brad Rhodes: What is a self-directed IRA?

One of the most significant pieces of financial legislation enacted in the last 50 years was The Employee Retirement Income Security Act of 1974, better known as “ERISA.” ERISA directly responded to ...