Compliance

OMB is asking for comments about the necessity of providing Summary Annual Reports to participants, the amount of burden it creates for responders and how to improve the...

The guidance is related to accounting and financial reporting of fiduciary activities, certain asset retirement obligations, and pension issues.

The suit says Fidelity was overly conservative in its underlying investments and used strategies to appease wrap providers to the detriment of 401(k) plan participants.

Looking back over a year of compliance coverage on www.plansponsor.com, few topics match the volume of reporting filed on the Department of Labor’s fiduciary rulemaking effort.

Representatives say their new proposals would take steps to codify a set of bipartisan principles members introduced in November.

A business owner failed to refund more than $8,000 in employee-paid premiums after his company went out of business.

IRS guidance applies same-gender marriage court decision to retirement plans.

A provision in the budget deal approved by Congress would delay the tax for two years.

The agency will post a notice about what's new for practitioners in January.

The list of changes in plan qualification requirements is used by retirement plan sponsors and practitioners submitting determination letter applications for their plan documents.

There were several proposals moving in Congress around the omnibus appropriation budget deal regarding the fiduciary rule.

Some plan sponsors can answer the new compliance questions on paper, shielding them from public scrutiny online.

ERISA attorney Nancy Ross explains why it’s essential for plan sponsors to understand how liens work under ERISA—and how an upcoming Supreme Court case could change just that.

The Women’s Pension Protection Act increases spousal protections and improves retirement plan coverage for long-term part-time workers, among other things.

Proper procedure is absolutely essential when it comes to fielding ERISA claims, as one plan sponsor has had to learn the hard way. 

Lawmakers are proposing that efforts to deter the DOL’s fiduciary rule should be included in a must-pass budget proposal.

Current Internal Revenue Service employee benefit plan examinations initiatives heading into 2016 match closely the priories announced for the year almost ended.

A provision in a new law will return Form 5500 deadlines to what they were before the Surface Transportation and Veterans Health Care Choice Improvement Act was passed.

The Governmental Accounting Standards Board has announced a number of projects it will complete before the end of 2015 that will affect government pensions.

A congressional subcommittee heard testimony about the proposed bipartisan principles that go head to head with the fiduciary proposal.