Compliance

August 5, 2013 (PLANSPONSOR.com) – A federal district court ruled the same-sex spouse of a deceased retirement plan participant is due death benefits.

August 5, 2013 (PLANSPONSOR.com) – An insurance brokerage firm must repay more than $270,000 to the participants and beneficiaries of a Florida-based retirement plan.

August 2, 2013 (PLANSPONSOR.com) – More than $150,000 must be restored to the profit-sharing plan of a now-defunct Illinois company, said the U.S. Department of Labor (DOL).

August 2, 2013 (PLANSPONSOR.com) – The U.S. Equal Employment Opportunity Commission (EEOC) has filed a lawsuit against a West Virginia hospital for alleged age and disability discrimination.

August 2, 2013 (PLANSPONSOR.com) – There are practices that can trip up retirement plan providers and make them susceptible to Department of Labor (DOL) investigations—however, some negotiating can...

August 2, 2013 (PLANSPONSOR.com) – The Institutional Retirement Income Council (IRIC) submitted a letter to the U.S. Department of Labor (DOL), recommending that lifetime income illustrations and projections...

August 2, 2013 (PLANSPONSOR.com) – The Internal Revenue Service (IRS) is offering a free, online presentation about rehired annuitants.

August 1, 2013 (PLANSPONSOR.com) – Claims brought against John Hancock Life Insurance Company by retirement plan participants have been dismissed.

August 1, 2013 (PLANSPONSOR.com) – A district court granted a preliminary injunction against former fiduciaries of several Kentucky pension plans.

August 1, 2013 (PLANSPONSOR.com) – Plan sponsors and advisers are awaiting more regulatory guidance about a number of important issues.

July 31, 2013 (PLANSPONSOR.com) – A federal appeals court handed victory to the Equal Employment Opportunity Commission (EEOC) in an age and disability discrimination lawsuit.

July 31, 2013 (PLANSPONSOR.com) – A federal appeals court reversed a district court ruling that a private equity firm is not liable for the pension debt of one...

July 31, 2013 (PLANSPONSOR.com) - The SPARK Institute said it supports guidance that will encourage retirement plan sponsors and service providers to voluntarily furnish lifetime income illustrations to...

July 30, 2013 (PLANSPONSOR.com) – The American Society of Pension Professionals & Actuaries (ASPPA) is asking for changes to ease correction burdens for retirement plan sponsors.

July 29, 2013 (PLANSPONSOR.com) – The American Society of Pension Professionals & Actuaries (ASPPA) has asked the U.S. Department of Labor (DOL) to enhance Schedule C of Form...

July 29, 2013 (PLANSPONSOR.com) – The Internal Revenue Service (IRS) has made available a video of Form 5500 and extension filing tips.

July 29, 2013 (PLANSPONSOR.com) – Some employers that have filed a Form 5500 have received a “Request for Clarification” from the U.S. Department of Labor (DOL).

July 26, 2013 (PLANSPONSOR.com) – A phone forum held by the Internal Revenue Service (IRS) instructed attendees on how to deal with plan-related errors.

July 25, 2013 (PLANSPONSOR.com) - Thomas E. Perez was nominated by President Obama to serve as the nation's 26th Secretary of Labor, and was sworn in on July...

July 24, 2013 (PLANSPONSOR.com) – In the case of Rinehart v. Akers, the 2nd U.S. Circuit Court of Appeals upheld an earlier ruling by the U.S. District for...