Susan Krawczyk

Eversheds Sutherland (US) LLP

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Latest Posts › Benefit Plan Sponsors

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DOL open to innovative investments bringing private equities into defined contribution plans

On June 3, 2020, the US Department of Labor (DOL) issued an Information Letter reassuring plan fiduciaries that in appropriate circumstances, a professionally managed fund that contains a private equity component may be...more

6/18/2020 / Benefit Plan Sponsors , Defined Benefit Plans , Department of Labor (DOL) , Employee Retirement Income Security Act (ERISA) , Information Letters , Private Equity , Retirement Plan

The Final Rule: Next Steps After Vacatur

The nationwide vacatur of the Department of Labor “investment advice” fiduciary definition and related exemptions by the US Court of Appeals for the Fifth Circuit on March 15, 2018, does not bring an end to the challenges...more

4/6/2018 / Benefit Plan Sponsors , Best Interest Contract Exemptions , Department of Labor (DOL) , Employee Retirement Income Security Act (ERISA) , Fiduciary Rule , Final Rules , Investment Adviser , Prohibited Transactions , Retirement Plan , Vacatur

The Final Rule: Considerations and Analysis of the DOL’s 18-Month Transition Period Extension

By a notice published in the Federal Register on November 29, 2017, the Department of Labor (DOL) extended from January 1, 2018, until July 1, 2019, the date for compliance with the full conditions in its new “investment...more

11/29/2017 / Benefit Plan Sponsors , Best Interest Contract Exemptions , Department of Labor (DOL) , Fiduciary Rule , Final Rules , Investment Adviser , Principal Transaction Exemption , Time Extensions

The Final Rule: Delayed But (Perhaps) Not Denied

On April 4, 2017, the Department of Labor released its final rule postponing the applicability date of its new “investment advice” fiduciary definition and related exemptions. This extension, which was published in the April...more

4/10/2017 / Benefit Plan Sponsors , Best Interest Contract Exemptions , Department of Labor (DOL) , Employee Retirement Income Security Act (ERISA) , Fiduciary Rule , Final Rules , Investment Adviser , Presidential Memorandum

The Final Rule: DOL Releases Additional FAQs Related to New Fiduciary Rule

The Department of Labor (DOL) has released two additional sets of FAQs providing guidance related to its final rule expanding the definition of fiduciary “investment advice” (the Final Rule) for purposes of the Employee...more

1/19/2017 / Benefit Plan Sponsors , Best Interest Standard , Department of Labor (DOL) , Employee Retirement Income Security Act (ERISA) , Fiduciary Duty , Final Rules , Investment Adviser , Retirement Plan

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