Compliance | June 17th, 2014 New Bill to Encourage ESOPs Introduced June 17, 2014 (PLANSPONSOR.com) - House Ways and Means Committee members introduced legislation designed to spur more employee-ownership in private...
Compliance | June 16th, 2014 IRS Relief No Delay of Compliance with FATCA June 16, 2014 (PLANSPONSOR.com) – The Internal Revenue Service (IRS) announced an enforcement transition period for the Foreign Account Tax...
Compliance | June 11th, 2014 Groups Weigh In on Proposed Fee Disclosure Regs June 11, 2014 (PLANSPONSOR.com) – From excluding large plans to asking for wording that would prompt...
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 2nd, 2014 There’s Hope for Retirement Security Policies from Congress June 2, 2014 (PLANSPONSOR.com) – “I think the retirement crisis is beyond a crisis,” says U.S. Representative Reid Ribble (R-Wisconsin).
Benefits | June 2nd, 2014 Oklahoma Pension Reform Bill Becomes Law June 2, 2014 (PLANSPONSOR.com) – The governor of Oklahoma, Mary Fallin, has signed legislation ending the traditional pension retirement plan...
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 20th, 2014 IRS Clarifies Taxability of Plan Payments for Other Benefits May 20, 2014 (PLANSPONSOR.com) – The Internal Revenue Service (IRS) has issued final regulations about the taxation of retirement plan...
Compliance | April 23rd, 2014 Initiative to Examine Retirement Savings Policy April 23, 2014 (PLANSPONSOR.com) – To improve the retirement readiness of Americans, the Bipartisan Policy Center has launched a Personal...
Benefits | April 21st, 2014 A Vision for National Retirement Reform April 21, 2014 (PLANSPONSOR.com) - The push for establishing mandatory access to workplace retirement savings provides important insights into the...
Compliance | April 16th, 2014 Amending Retirement Plans for New 'Spouse' Definition April 16, 2014 (PLANSPONSOR.com) – Sponsors of both defined benefit (DB) and defined contribution (DC) retirement plans will need to...
Compliance | April 15th, 2014 Industry Criticizes DOL’s Call for Fee Guides April 15, 2014 (PLANSPONSOR.com) – A coalition of advocacy groups representing U.S. retirement plan service providers filed a detailed comment...
Compliance | April 14th, 2014 Industry Group Defends Retirement Plan Tax Incentives April 14, 2014 (PLANSPONSOR.com) – The Coalition to Preserve Retirement sent an open letter to Representative David Camp, R-Michigan, chairman...
Benefits | April 9th, 2014 Sponsors Support Stricter Fiduciary Standards April 9, 2014 (PLANSPONSOR.com) – A survey of retirement plan sponsors from AARP suggests there is widespread support for holding...
Compliance | April 7th, 2014 Not All Retirement Plans Must Be Amended for Windsor April 7, 2014 (PLANSPONSOR.com) – The Internal Revenue Service (IRS) has released guidance on the treatment of marriages of same-gender...
Benefits | March 14th, 2014 Same-Gender Couples Should Review Financial Strategies March 19, 2014 (PLANSPONSOR.com) – Same-gender couples need to become aware of the many workplace benefits and financial planning strategies...
Compliance | March 11th, 2014 DOL Proposes Service Provider Fee Guides March 11, 2014 (PLANSPONSOR.com) – The U.S. Department of Labor is seeking public comments about a proposed revision to fee...
Compliance | March 4th, 2014 Groups Recommend Expansion of Closed-DB Testing Relief March 4, 2014 (PLANSPONSOR.com) – Industry groups have recommended expansions to nondiscrimination testing relief for closed defined benefit (DB) plans.
Compliance | February 27th, 2014 Industry Groups Raising Alarms About Tax Reform February 27, 2014 (PLANSPONSOR.com) – A U.S. House leader has introduced a sweeping tax reform bill that has many in...
Compliance | January 30th, 2014 Harkin Plan Gets Many Thumbs Up January 30, 2014 (PLANSPONSOR.com) – Approval for an auto-enrolled retirement plan at the federal level is near unanimous, but there...