Compliance | September 8th, 2014 IRS to Discuss DB Plan Updates September 8, 2014 (PLANSPONSOR.com) – The Internal Revenue Service (IRS) will host a webinar about defined benefit (DB) plan issues...
Compliance | September 4th, 2014 More Retirement Plans May Invest in CITs September 4, 2014 (PLANSPONSOR.com) – More retirement plans may get the benefits of collective investment trusts (CITs) under a new...
Compliance | September 3rd, 2014 Complying with ESOP Diversification Rules September 3, 2014 (PLANSPONSOR.com) – The rule for who is eligible to diversify company stock holdings in a retirement plan...
Compliance | September 2nd, 2014 IRS Announces Hot Topics Webinar September 2, 2014 (PLANSPONSOR.com) – The Internal Revenue Service is holding a “Retirement Plan Hot Topics” webinar September 11.
Compliance | August 21st, 2014 IRS to Host Corrections Programs Webinar August 21, 2014 (PLANSPONSOR.com) – The Internal Revenue Service (IRS) is hosting a free webinar, “Correcting Retirement Plan Mistakes Using...
Compliance | August 6th, 2014 Rulings Signal DB Retiree Lump-Sum Windows Comply with Law August 6, 2014 (PLANSPONSOR.com) – The Internal Revenue Service (IRS) has issued a number of private letter rulings finding defined...
Compliance | August 1st, 2014 IRS Announces Webinar on DB Plan Termination August 1, 2014 (PLANSPONSOR.com) – The Internal Revenue Service (IRS) will host a defined benefit plan termination webinar on August 14...
Compliance | July 29th, 2014 EBSA to Discuss Small Business Retirement Plan Options July 29, 2014 (PLANSPONSOR.com) – The Department of Labor’s Employee Benefits Security Administration (EBSA) will conduct a webcast for small...
Compliance | July 24th, 2014 EBSA Schedules Health Benefits Seminars July 24, 2014 (PLANSPONSOR.com) – The Department of Labor's Employee Benefits Security Administration (EBSA) announced that there will be two...
Ask the Experts | July 15th, 2014 (b)lines Ask the Experts – Retirement Plan Contributions from Disability Plan July 15, 2014 (PLANSPONSOR (b)lines) – “I recently started working at a University and noticed that our disability carrier has...
Compliance | July 9th, 2014 IRS Reschedules Same-Gender Benefits Discussion July 9, 2014 (PLANSPONSOR.com) – The Internal Revenue Service (IRS) has moved back the date of a phone forum on...
Compliance | July 1st, 2014 Final Rules Seek to Expand In-Plan Longevity Annuity Access July 1, 2014 (PLANSPONSOR.com) – The U.S. Department of the Treasury issued final rules regarding longevity annuities—aimed at bringing more...
Compliance | June 30th, 2014 IRS to Discuss 403(b) Pre-Approved Document Program June 30, 2014 (PLANSPONSOR.com) – The Internal Revenue Service (IRS) will host a free phone forum about 403(b) retirement plans.
Benefits | June 24th, 2014 States With the Most Corrective Distributions June 24, 2014 (PLANSPONSOR.com) – A new study of 401(k) plans shows that more than 50,000 of them failed nondiscrimination...
Compliance | June 10th, 2014 IRS to Discuss Retirement Plans and Same-Gender Marriages June 10, 2014 (PLANSPONSOR.com) – An upcoming phone forum hosted by the Internal Revenue Service (IRS) will cover updates to...
Compliance | June 9th, 2014 PSNC 2014: Washington Update June 9, 2014 (PLANSPONSOR.com) - The Department of Labor (DOL) has increased full-scope audits of retirement plans, said Lisa Barton,...
Opinions | May 29th, 2014 Same-Sex Marriage Benefits: What Plan Sponsors Need to Know Now May 29, 2014 (PLANSPONSOR.com) - In U.S. v. Windsor, the U.S. Supreme Court issued a clear message: Same-sex marriages should...
Compliance | May 22nd, 2014 Puerto Rico Pension Codes Misapplied on Form 5500 May 22, 2014 (PLANSPONSOR.com) – The Internal Revenue Service (IRS) has found some plan sponsors misunderstand Puerto Rico-related pension feature...
Compliance | May 19th, 2014 IRS OKs Mid-Year Safe Harbor Plan Windsor Updates May 19, 2014 (PLANSPONSOR.com) – The Internal Revenue Service (IRS) announced safe harbor retirement plans can be amended mid-year for...
Compliance | May 15th, 2014 Warning to NQDC Plan Sponsors: The IRS May Be Coming May 15, 2014 (PLANSPONSOR.com) – The Internal Revenue Service (IRS) has launched an audit initiative aimed at compliance with the...