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Moving funds from an IRA to a 401(k) can help some clients avoid RMDs — or withdraw their money earlier.

Ignoring ESG criteria, one industry professional said, "made about as much sense as telling someone planning a trip they can't look at a map."

Defined contribution-focused advisors can productively heighten sponsor-clients' attention on the big-picture plan issues, no matter what else the year brings.

While much of the Consolidated Appropriations Act of 2021 addresses issues directly related to the COVID-19 pandemic, the law also contains many sections covering other health policy issues.

The exemption provides the DOL's long-awaited final interpretation of when advice to roll over retirement plan assets to an IRA is fiduciary investment advice.

Later this year, the department will likely "begin work on a more robust fiduciary definition," said ERISA attorney Fred Reish.

"The rule is already having a harmful effect," said Jon Hale, head of sustainability research at Morningstar.

The first 12-18 months of Biden's term will be largely spent unwinding Trump-era rules, Morningstar's Aron Szapiro says.