Compliance

January 10, 2014 (PLANSPONSOR.com) – Another participant in Fidelity Investments’ own retirement plan has brought a lawsuit saying participants paid excessive fees.

January 8, 2014 (PLANSPONSOR.com) – The Internal Revenue Service (IRS) has issued notices regarding procedures for issuing determination letters and for complying with its user fee program.

January 8, 2014 (PLANSPONSOR.com) – A plan sponsor’s request that a retiree pay back nearly $730,000 in overpayment of a pension benefit has won court approval.

January 2, 2014 (PLANSPONSOR.com) – The Pension Benefit Guaranty Corporation (PBGC) is moving the flat-rate premium due date for large plans to later in the premium payment year.

December 30, 2013 (PLANSPONSOR.com) – The retirement industry is anticipating a fiduciary re-definition and rules about lifetime income illustrations for plan participants, but there is much more in...

December 30, 2013 (PLANSPONSOR.com) – Several federal agencies have worked together to release a set of proposed rules concerning excepted benefits.

December 30, 2013 (PLANSPONSOR.com) – A federal appellate court has vacated a ruling about offsetting pension benefits and remanded the case back to a district court.

December 27, 2013 (PLANSPONSOR.com) – The Department of Labor (DOL) is seeking to restore losses to an employee stock ownership plan (ESOP) based in Warsaw, Indiana.

December 26, 2013 (PLANSPONSOR.com) – A set of proposed changes to Puerto Rico’s Teacher Pension System has now been signed into law.

December 26, 2013 (PLANSPONSOR.com) – A California judge has ruled that the pensions of employees for the city of San Jose cannot be reduced, according to news reports.

December 26, 2013 (PLANSPONSOR.com) – The Department of Labor (DOL) hopes to remove the trustee of a 401(k) plan based in Elgin, Illinois.

December 23, 2013 (PLANSPONSOR.com) – The Internal Revenue Service (IRS) has updated two publications relating to 403(b) plans.

December 23, 2013 (PLANSPONSOR.com) - Retirement plan sponsors can now submit voluntary closing agreement requests to the Internal Revenue Service (IRS) Employee Plans Voluntary Compliance function.

December 23, 2013 (PLANSPONSOR.com) – The Internal Revenue Service (IRS) has provided guidance about the application of the rules for same-gender couples relating to certain health accounts.

December 20, 2013 (PLANSPONSOR.com) – The U.S. Equal Employment Opportunity Commission (EEOC) announced that Regions Financial Corporation, doing business as Regions Bank, will settle a lawsuit filed by...

December 20, 2013 (PLANSPONSOR.com) – The U.S. Equal Employment Opportunity Commission (EEOC) has filed an age discrimination lawsuit against a police department in Hawaii.

December 20, 2013 (PLANSPONSOR.com) – The Department of Labor (DOL) has received court authorization to compel the trustee of a profit-sharing plan in Aiea, Hawaii, to restore mismanaged...

December 19, 2013 (PLANSPONSOR.com) – The U.S. Supreme Court upheld the ruling of two lower courts in a case testing litigation limitations within plans covered by the Employee...

December 19, 2013 (PLANSPONSOR.com) - A number of states have released guidance regarding state income taxation for same-gender married couples.

December 17, 2013 (PLANSPONSOR.com) - A class action claim regarding Lockheed Martin’s retirement plan stable value fund offering will go to trial.