Compliance

Compliance |

IRS Issues Stock Rollover Rules

March 2, 2004 (PLANSPONSOR.com) - The US Internal Revenue Service (IRS) has issued guidelines under which a corporation's subchapter S election will not be terminated when an employee...
Compliance |

DoL Releases EGTRRA IRA Rollover Rule

March 1, 2004 (PLANSPONSOR.com) - The US Department of Labor (DoL) has released a proposed regulation giving details about how plan sponsors and financial institutions can implement new...
Compliance |

DoL: New Order May Amend QDRO Payout Schedule

February 27, 2004 (PLANSPONSOR.com) - A domestic relations order that alters a previous qualified domestic relations order (QDRO) with the same participant and alternate payee but different pension...
Compliance |

SEC Extends Deadline on Expanded Financials

February 26, 2004 (PLANSPONSOR.com) - The US Securities and Exchange Commission (SEC) has pushed back the compliance deadlines for annual reports to included more detailed financial information.
Compliance |

SEC Ponders Five-Day Redemption Fee

February 25, 2004 (PLANSPONSOR.com) - With an eye toward curbing market timing abuses in mutual funds, the US Securities and Exchange Commission (SEC) has proposed requiring funds to...
Compliance |

Greenspan: Cut Future Soc. Sec. Benefits

February 25, 2004 (PLANSPONSOR.com) - Even though numerous surveys have shown the most Americans are already underutilizing their workplace retirement plans, Federal Reserve Chairman Alan Greenspan is calling...
Compliance |

DoL Starts Express Scripts Probe

February 25, 2004 (PLANSPONSOR.com) - Prescription-benefits manager (PBM) Express Scripts Inc. is the target of a US Department of Labor (DoL) investigation over possible violations of the Employee...
Compliance |

ASPA Offers Support to Retirement Plan Proposals

February 25, 2004 (PLANSPONSOR.com)— Orlando, Florida - Although Bush's revised retirement plan proposals have earned the support of the American Society of Pension Actuaries (ASPA), plan sponsors might...