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Items of Impact

DOL issues proposed investment selection rule

In March, the Department of Labor (DOL) issued a proposed “Fiduciary Duties in Selecting Designated Investment Alternatives” rule. So what does that mean for retirement plan sponsors? Read on as we discuss the presidential executive order that prompted the rule, the purpose and structure of the rule, and our observations on what’s next.

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When you have questions or need help with your plan, your relationship manager is easy to reach. Like Stacy, who’ll work closely with you to ensure your plan stays in compliance. Since UBT is the only bundled retirement plan provider in Nebraska that does not outsource, help is local and only a phone call or email away.

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A retirement plan from UBT bundles everything you need to bolster your business’s benefit offerings. You won’t just keep people, you’ll keep them happy.

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