Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
September 7th, 2018
2019 Awards Nominations
2019 Awards Nominations Are Open
The nomination process has begun for the 2019 Plan Sponsor of the Year and Retirement Plan Adviser of the Year Awards.Read more >
Industry Voices
Barry’s Pickings: Two Cheers for Open MEPs
Michael Barry, president of October Three (O3) Plan Advisory Services LLC, says open MEPs will work up to a point, but contends that they only deal with one of the obstacles preventing small employers from adopting retirement plans.Read more >
Compliance
Whole Foods Again Defeats Stock Drop Litigation on Appeal
The 5th U.S. Circuit Court of Appeals has firmly sided with Whole Foods by rejecting a stock drop lawsuit filed by participants in the company’s defined contribution (DC) retirement plan. As in other recent stock drop litigation decisions, the plaintiff here ultimately failed to jump the high hurdle for standing set by Fifth-Third vs. Dudenhoeffer.Read more >
PBGC Makes Available 2018 Premium Filing Instructions
Included in changes to the 2018 instructions, the Pension Benefit Guaranty Corporation (PBGC) expanded the examples about how to determine premiums in a year when a plan is involved with a spinoff, merger or consolidation, and it expanded the section about short plan years to provide additional information for plans expecting to distribute assets during the 2018 plan year pursuant to a standard termination.Read more >
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