Compliance

Covered in this year’s required amendments list are new hardship withdrawal rules and a new regulation impacting certain cash balance pension plans.

According to PSCA, relatively few sponsors have seen participants taking out excess hardship withdrawals.

While this seems counterintuitive to the effort to discourage leakage from retirement accounts, a summary of the bill states, “The quicker student loan debt is paid down, the...

While the DOL’s Employee Benefit Security Administration is diligent in protecting employees’ benefits, plan sponsors can also turn to it for help and guidance.

An appellate court found a partnership test set forth in a previous case had not been met between the private equity funds and a member of a multiemployer...

Certain provisions regarding plan distributions and loans were erroneously eliminated by a previous bill, a law firm says.

It’s not just multinational employers that need to understand and potentially comply with the European Union’s strict data privacy laws.

Though Invesco previously prevailed in the lawsuit, the plaintiff was in the process of filing an amended complaint.

The plaintiff said Great-West’s conduct in setting the credited rate of its Key Guaranteed Portfolio Fund violates ERISA’s clear rules barring parties in interest from using plan assets...

While the retirement plan industry has reacted positively to a DOL proposal to make default e-delivery of plan documents the norm, their comment letters also include additional ideas...

A mental health services provider, with its tax-exempt status revoked, was sued by the DOL for failing to remit employee contributions to the retirement plan and a health...

Open MEPs are likely to come in many "models," so questions about pricing and fiduciary responsibility remain, MassMutual says.

The Republican proposal includes a new option to partition plans, new actuarial and accounting requirements, and a new PBGC premium structure.

Among other notable changes, the Form 5500’s Line 23 has been revised to eliminate mortality table options that are not available after 2018.

Among other issues, the plaintiffs allege the defendants “failed to properly minimize the reasonable fees and expenses of the plan.”

The parties have requested that the district court stay all proceedings and deadlines pending the outcome of a mutually agreed upon mediation process.

AutoZone plan fiduciaries are accused of permitting Prudential to steer an excess of assets towards its own proprietary products via the GoalMaker asset-allocation solution.

The PBGC anticipates that providing plans with three available counting methods will allow each plan to choose the one that will be the most accurate and least burdensome.

Experts wondered whether the full 9th Circuit would reconsider a potentially influential pro-arbitration ruling issued recently by a three-judge panel. Now, it appears the full court has passed...

Maximum Benefit/Contribution Limits for 2015 through 2020, with a downloadable PDF of limits from 2010 to 2020.