Compliance | December 19th, 2014 Regulators Got Real About In-Plan Annuities in 2014 With invigorated provider interest and new guidance from key regulators, 2014 turned out to be an important year for annuities...
Administration | December 19th, 2014 The Importance of Hiring a Skilled Plan Auditor For plan sponsors with more than 100 participants, one of the most important fiduciary duties is to ensure the plan...
Products | December 19th, 2014 A 2015 Defined Contribution Checklist Continuing an annual tradition, consulting firm Mercer has compiled a list of the top 10 recommended steps that defined contribution...
Compliance | December 11th, 2014 IRS Weighs In on What Records to Keep An updated page on the IRS website shares what records retirement plan sponsors should keep and for how long.
Compliance | December 10th, 2014 IRS to Use New Process for PEP Determination Letters The IRS says it has improved its processing of determination letter applications for pension equity plans.
Compliance | December 4th, 2014 Plenty of Regulatory Action Ahead for Retirement Industry Experts from Drinker Biddle & Reath LLP had no shortage of topics to cover in a recent discussion about potential...
Compliance | December 2nd, 2014 IRS Updates Information About Retirement Plan Examinations Two updated publications from the IRS discuss the employee plans examination process and appeal procedures.
Data and Research | December 2nd, 2014 Is Census Data Shorting Total Retirement Wealth? Commentators are questioning the accuracy of Census Bureau data that examines how well off Americans are in retirement.
Compliance | November 26th, 2014 Mandatory Plan Restatements a Plan Design Opportunity As employers enter the last two years of the preapproved retirement plan restatement cycle, ERISA consultants say restatements are a...
Compliance | November 20th, 2014 QJSA Project Shows Most in Compliance The Internal Revenue Service (IRS) has announced results of a compliance project that checked whether retirement plan sponsors followed qualified...
Compliance | November 17th, 2014 IRS Webinar to Discuss Definitions of Compensation The Internal Revenue Service (IRS) is hosting a webinar about the definitions of compensation used in retirement plans.
Benefits | November 4th, 2014 Remind Employees About the Saver’s Credit The Internal Revenue Service (IRS) has issued a reminder that employees can plan now to get the benefit of the...
Compliance | October 28th, 2014 Some Context Around 2015 Deferral Limit Increases October 28, 2014 (PLANSPONSOR.com) – A $500 increase in the annual elective deferral maximum for defined contribution retirement plans may...
Compliance | October 27th, 2014 Regulators Doing More to Ensure Plan Compliance, Outcomes October 27, 2014 (PLANSPONSOR.com) – Recent actions from regulators show a focus on compliance and improved outcomes for participants.
Compliance | October 23rd, 2014 Retirement Plan Deferral Limit to Increase in 2015 October 23, 2014 (PLANSPONSOR.com) - The Internal Revenue Service (IRS) announced cost of living adjustments affecting dollar limitations for retirement...
Compliance | October 16th, 2014 IRS Posts Reminder About Two Compliance Issues October 16, 2014 (PLANSPONSOR.com) – The Internal Revenue Service (IRS)'s review of Virgin Island plan sponsors signaled a need to...
Compliance | October 3rd, 2014 IRS Puts Out Updated Compliance Aids October 3, 2014 (PLANSPONSOR.com) – The Internal Revenue Service (IRS) has announced updated Web pages, checklists and fix-it guides to...
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 22nd, 2014 IRS Issues Guide for Retirement Plan Reporting September 22, 2014 (PLANSPONSOR.com) – The Internal Revenue Service (IRS) has created a guide for retirement plan sponsor reporting and...
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.