2024 ERISA Plan Compliance Calendar
A schedule to help plan sponsors track important due dates for their plans.
Tag: plan sponsor education
2023 ERISA Plan Compliance Calendar
A schedule to help plan sponsors track important due dates for their plan
QDIA Basics
What plan sponsors need to know about qualified default investment alternative rules and how to select the appropriate one for...
Tactics to Avoid Failing Nondiscrimination Testing
Plan sponsors should consider the trade-offs involved between the costs of funding safe harbor contributions and the corrective actions that...
2022 ERISA Plan Compliance Calendar
A schedule to help plan sponsors track important due dates for their plan
Getting Retirement Plan Help From the IRS
Retirement plan sponsors have several avenues for getting help from the IRS with general questions, technical issues and corrections.
IRS Issue Snapshot Reflects Changes to Hardship Withdrawal Rules
Though the document addresses changes for 401(k) plans, all but one of them applies to 403(b) plans as well.
Deemed Distributions Can Be Triggered by More Than Just Loan Nonpayment
The IRS reminds retirement plan sponsors of rules that, if broken, can result in loan amounts being deemed distributions.
Plan Document Restatements Essential to Retirement Plan Compliance
As Cycle 3 for retirement plan restatements gets underway, sources discuss the purpose of document restatements and what happens if...
Plan Sponsors Should Prudently Manage ERISA Accounts
ERISA accounts are created by revenue sharing from funds in a DC plan, and many participant lawsuits have questioned the...
Differences Between Safe Harbor and Traditional DC Plans
The primary distinction is that sponsors can design safe harbor plans to avoid having to perform nondiscrimination and top-heavy testing.
Essential Considerations for DC Plan Investment Lineups
The purpose of a retirement plan and the demographics of its participants will help plan sponsors decide what types of...
You’ve Overpaid Retirement Benefits to a Participant … Now What?
Overpayments are more common than many sponsors think; they should understand the steps they can take to get the money...
Interpreting Prudence and Loyalty Under ERISA
ERISA attorneys explain the meaning behind both terms and what plan fiduciaries can do to meet the requirements.
What to Know Before Adding an SDBA to Your Plan
Self-directed brokerage accounts offer a multitude of options to the hands-on investor, but there are pros and cons of allowing...
A Checklist for Retirement Plan Committees
Experts discuss what main facets of a retirement plan that a committee should cover in its quarterly meetings.
How to Effectively Measure Retirement Plan Success
It’s important for plan sponsors to define plan goals and what they are going to measure, and the defined metrics...
A Review of QDIA Regulations
Introduced as part of the Pension Protection Act of 2006, plan sponsors must follow certain rules to get the fiduciary...
Understanding TDF Glide Paths
Glide paths aren’t just a change in equity and fixed income allocations, there are changes to investment types, too.