Compliance

The U.S. Treasury issued final regulations establishing a new type of electronic retirement savings bond designed to serve as the backbone of the president’s myRA program.

Retirement plan sponsors get a glimpse of any changes in Form 5500 filing requirements from the newly released advance copies from the Department of Labor. 

The EEOC says a company fired two employees because of age after repeatedly pressuring them to retire.

After 13 years and a number of court opinions, all granting relief in the plaintiff’s favor, Nationwide has presented a motion to settle a lawsuit over its revenue-sharing...

Responding to a request for information from the DOL, most industry groups said they believe no further regulation is necessary to govern use of brokerage windows in retirement...

The U.S. Solicitor General filed a second brief with the United States Supreme Court supporting the plaintiffs in a closely watched case about 401(k) investment share classes and...

An updated page on the IRS website shares what records retirement plan sponsors should keep and for how long.

The IRS says it has improved its processing of determination letter applications for pension equity plans.

An amendment tacked on to the U.S House’s proposed spending bill would “permit trustees of severely underfunded [multiemployer] plans to adjust vested benefits.”

The U.S. House of Representatives has approved a bill that would extend funding and benefit rules for multiemployer plans.

The Cumulative List will primarily be used by single employer individually designed defined contribution plans and single employer individually designed defined benefit plans that are in Cycle E.

A court determined the fake Professional Industrial Trade Workers Union was a front for a scheme to operate a purported, union-sponsored employee benefit plan.

The Department of Labor wants to request new industry input and create focus groups about the effectiveness of retirement plan service provider fee disclosure requirements.

A lawsuit has been filed that some say is the first to cite the Supreme Court case about whether retirement plan fiduciaries have a presumption of prudence for...

Experts from Drinker Biddle & Reath LLP had no shortage of topics to cover in a recent discussion about potential regulatory and legislative actions related to employer-sponsored retirement...

Two updated publications from the IRS discuss the employee plans examination process and appeal procedures.

With acronyms like ADP, ACP, NHCEs, and HCEs, the technicality of 401(k) plan nondiscrimination testing may seem overwhelming.

As employers enter the last two years of the preapproved retirement plan restatement cycle, ERISA consultants say restatements are a critical opportunity to realign plan documents and operations.

A federal district court has approved the Department of Labor’s motion to intervene in a 401(k) excessive fee case.

The Internal Revenue Service (IRS) has amended the two safe harbor explanations that can be used to satisfy the requirement that certain information be provided to recipients of...