Compliance

An employer’s retirement plan documents did not incorporate beneficiary designation forms in its language or appendices, so the forms did not govern the award of benefits, a court...

The IRS revealed Form 5500 errors it found during various compliance projects, which could cause a plan to be selected for a compliance check.

A group of nonqualifed retirement plan participants argue their employer reduced their retirement benefits by not paying FICA taxes on their accounts per the plan document.

President Obama’s proposed budget once again looks to cap retirement plan savings to about $3 million per investor.

The IRS has suggested a list of helpful internal controls for retirement plan sponsors.

The IRS recommends including reference lists when applying for a retirement plan determination letter.

A U.S. attorney has accused a former Comcast employee of creating dummy retirement accounts and defrauding the firm of nearly $125,000.

The Department of Labor’s Employee Benefits Security Administration says a new disclosure rule will ensure workers receive annual funded status notifications for their defined benefit pension plans.

Witnesses told a U.S. Senate committee more guidance is needed for workplace wellness programs.

The EEOC has filed a lawsuit against Stack Bros. Mechanical Contractors for alleging firing older workers because of their age.

In response to comments about its intention to issue governmental plan regulations, the IRS says charter schools may participate in governmental plans.

The U.S. Supreme Court has rejected principles used by an appellate court to review cases about benefits provided by collective bargaining agreements.

Senate Finance Committee Chairman Orrin Hatch (R-Utah) has formally outlined his hopes and expectations for federal tax reform, including changes to the nation’s employee benefit and retirement regulations.

The ERISA Advisory Council has made recommendations to support the idea of retirement plan participants keeping their savings in ERISA-covered plans for life.

The 2014 ERISA Advisory Council made several recommendations to the Department of Labor (DOL) related to outsourcing employee benefit plan services.

A federal appellate court has agreed with the PBGC that a retirement plan amendment adopted after the plan’s termination impermissibly reduced its benefit obligations to participants.

President Obama's retirement tax reform plan would give 30 million additional workers the opportunity to save for retirement through their employers, but would put a limit on lifetime...

Edison International has petitioned the U.S. Supreme court to drop its review of Tibble vs. Edison International, a closely watched retirement plan fee litigation case involving the company’s...

Leaders of the Insured Retirement Institute expect “swift and significant legislative reaction” if the Department of Labor’s fiduciary redefinition proposal closely resembles a preliminary version filed in 2010.

The U.S. Labor Department filed a complaint against a Rochester, New York, investment adviser and plan administrator to recover losses suffered as result of alleged fiduciary breaches.