Compliance

April 7, 2014 (PLANSPONSOR.com) – The Internal Revenue Service (IRS) has released guidance on the treatment of marriages of same-gender couples with regard to retirement plans.

April 4, 2014 (PLANSPONSOR.com) – A federal appellate court affirmed a lower court ruling that Baltimore County, Maryland's pension plan discriminates based on age.

April 3, 2014 (PLANSPONSOR.com) – The Internal Revenue Service (IRS) will hold a phone forum about retirement plan terminations.

April 4, 2014 (PLANSPONSOR.com) – The U.S. Department of Labor (DOL) has filed a lawsuit to recover losses to the Cargill Heating & Air Conditioning Co. Inc. Savings...

April 3, 2014 (PLANSPONSOR.com) – A federal district court recently dismissed allegations of fiduciary breach and fraud leveled against Wells Fargo.

April 4, 2014 (PLANSPONSOR.com) – The Department of Labor (DOL) is offering two free seminars about compliance with health benefit laws in Des Moines, Iowa, and Louisville, Kentucky.

April 4, 2014 (PLANSPONSOR.com) – Advocate Health Care Network in Illinois is the latest pension plan sponsor facing a challenge to its plan’s status as a “church plan.”

April 4, 2014 (PLANSPONSOR.com) – A federal court refused to dismiss a lawsuit against Saint Peter’s Healthcare System, holding that its retirement plan is not a “church plan”...

April 3, 2014 (PLANSPONSOR.com) - The U.S. Department of the Treasury and the Internal Revenue Service (IRS) have issued guidance designed to more easily facilitate the transfer of...

April 3, 2014 (PLANSPONSOR.com) – The Department of Labor is hosting its free compliance assistance seminar in Memphis, Tennessee, and Madison, Wisconsin.

April 1, 2014 (PLANSPONSOR.com) - The Pension Benefit Guaranty Corporation (PBGC) outlined a proposal it says makes it easier for participants in defined contribution (DC) plans to get...

April 1, 2014 (PLANSPONSOR.com) – A lawsuit filed by the Massachusetts Bay Transportation Authority (MBTA) pension fund claims New York investment manager Alphonse Fletcher Jr. defrauded investors of...

March 31, 2014 (PLANSPONSOR.com) – Retirement plan sponsors have a two-year window to adopt newly updated pre-approved plan documents.

March 28, 2014 (PLANSPONSOR.com) – The Department of Labor (DOL) has filed a lawsuit to remove and replace a 401(k) plan trustee for failing to perform his duties.

March 26, 2014 (PLANSPONSOR.com) – The Internal Revenue Service (IRS) has modified Revenue Procedure 2013-22, which sets forth procedures for issuing opinion and advisory letters for § 403(b)...

March 25, 2014 (PLANSPONSOR.com) - The Governmental Accounting Standards Board (GASB) voted unanimously not to delay the implementation date of GASB Statement No. 68, Accounting and Financial Reporting...

March 24, 2014 (PLANSPONSOR.com) – Retirement advice professionals must confront some acute challenges in the months and years ahead to ensure their ability to support clients—and grow their...

March 24, 2014 (PLANSPONSOR.com) – The Department of Labor (DOL) announced that the fiduciary of a Cleveland, Ohio, 401(k) plan will repay funds to the plan.

March 24, 2014 (PLANSPONSOR.com) – Aggregate qualified retirement plan audit data from the Department of Labor (DOL) shows that, of the 3,677 investigations closed in 2013, violations were...

March 21, 2014 (PLANSPONSOR.com) – A group of retirement industry representatives recently sent a comment letter to the National Technical Information Service (NTIS) emphasizing the need for uninterrupted...