Compliance | December 19th, 2014 The Year in Regulation and Guidance Several regulations and pieces of guidance issued in 2014 will have a lasting impact on retirement plans.
Administration | December 10th, 2014 2015 Year in Preview Trends, legislation, regulations and litigation will continue to affect the retirement industry in 2015.
Opinions | October 31st, 2014 Plan Designs to Help Potentially Defer Taxation October 31, 2014 (PLANSPONSOR.com) - "In this world nothing can be said to be certain, except death and taxes" -...
Products | October 14th, 2014 Sage and JULY Launch Cash Balance Plan Solution October 14, 2014 (PLANSPONSOR.com) - Sage Advisory Services and July Business Services launched a full-service packaged solution for cash balance...
Compliance | September 24th, 2014 Hybrid Plan Rules Allow Sponsors to Choose Risk Level September 24, 2014 (PLANSPONSOR.com) – Sponsors of hybrid retirement plans for employees now have clarity about how to credit interest...
Compliance | September 19th, 2014 IRS Issues Final Rules for Hybrid Retirement Plans September 19, 2014 (PLANSPONSOR.com) – The Internal Revenue Service (IRS) has issued final regulations for hybrid retirement plans.
Compliance | September 16th, 2014 Health System Settles Cash Balance Plan Suit September 17, 2014 (PLANSPONSOR.com) – A Madison, Wisconsin-based hospital has agreed to settle a lawsuit brought by cash balance plan...
Benefits | August 4th, 2014 Kodak Changing from Traditional to Cash Balance Pension August 4, 2014 (PLANSPONSOR.com) – Eastman Kodak Company is moving employees from a traditional defined benefit pension plan to a...
Benefits | August 1st, 2014 Report Suggests Cash Balance Plan Would Benefit Ill. Teachers August 1, 2014 (PLANSPONSOR.com) – An alternative plan design, such as a cash balance plan that would allow participants to...
Opinions | July 25th, 2014 Enhancing Senior Management Retirement Plan Benefits July 25, 2014 (PLANSPONSOR.com) - There are a number of savings and compensation plans companies can use to both attract...
Deals and People | July 15th, 2014 Pinnacle Plan Design Adds Consulting Actuary July 15, 2014 (PLANSPONSOR.com) - Pinnacle Plan Design hired Lauren Okum as a consulting actuary.
Benefits | July 1st, 2014 Cash Balance Plans Gaining Popularity with Employers July 1, 2014 (PLANSPONSOR.com) – The number of cash balance retirement plans has increased, according to a report from Kravitz,...
Opinions | March 26th, 2014 The Cash Balance De-Risking Solution March 26, 2014 (PLANSPONSOR.com) - One can’t talk about pensions today without discussing de-risking.
Compliance | February 24th, 2014 No Harm Required to Seek Plan Reformation February 24, 2014 (PLANSPONSOR.com) - A federal appeals court has found a retirement plan participant need not show “harm” to...
Products | February 14th, 2014 Brief Discusses Cash Balance Plans for Public Employers February 14, 2014 (PLANSPONSOR.com) – As traditional defined benefit pension plans are placing a strain on state and local budgets,...
Benefits | February 4th, 2014 Thinking "Small" About Plan Design February 4, 2014 (PLANSPONSOR.com) – For smaller plan sponsors, there’s a range of plans to consider.
Compliance | January 24th, 2014 IRS Readies for Pre-Approved Cash Balance Plans January 24, 2014 (PLANSPONSOR.com) – The Internal Revenue Service (IRS) intends to expand its pre-approved defined benefit plan program to...
Compliance | September 11th, 2013 ERIC Supports Dismissal of SPD-Related Case September 11, 2013 (PLANSPONSOR.com) – The ERISA Industry Committee (ERIC), along with the U.S. Chamber of Commerce, recently filed a...
Compliance | August 12th, 2013 Court Reiterates Years of Service Is Not Valid NRA August 12, 2013 (PLANSPONSOR.com) – A district court has again decided “five years of service” is not a valid normal...
Products | July 31st, 2013 DATAIR Offers Cash Balance/401(k) Combo Plans July 31, 2013 (PLANSPONSOR.com) – The Illinois-based DATAIR Employee Benefit Systems, Inc., has released a new suite of software, training...