PLANSPONSOR Weekend Newsdash
Week ending January 4th, 2019
For 2019, we are switching up the themes of our weekend newsletters. In this edition, you will find compliance issues of interest, including some review of what happened in 2018 and items to help you with new developments in 2019. We hope you enjoy this edition of PLANSPONSOR Weekend, and we wish you a Happy New Year!
Editor's choice
Compliance
Maximum Benefit and Contribution Limits Table 2019
Maximum Benefit/Contribution Limits for 2009 through 2019.Read more >
Compliance
Changes to ERISA Plan Annual Financial Audits Approved
Proposed in April 2017, the Statement on Auditing Standards addresses the auditor’s responsibilities to form an opinion and report on the financial statements of Employee Retirement Income Security Act (ERISA) plans, and the form and content of such reporting.Read more >
Compliance
A Year of Legislative and Regulatory Insight
“Saxon Angle” from PLANSPONSOR magazine touches on timely issues of the day.Read more >
Industry Voices
Barry’s Pickings Online: Trump DOL Mid-Term Report Card
Michael Barry, president of October Three (O3) Plan Advisory Services LLC, offers his opinions about retirement plan issues addressed—and not addressed—by the Department of Labor under President Donald Trump.Read more >
Compliance
IRS Provides Do-Over for 403(b) Plans Not Following Once-In-Always-In Condition
Industry comment letters argued that many 403(b) plan sponsors were unaware of the rule that once a part-time employee is eligible to make elective deferrals, he cannot be excluded from the plan in subsequent years.Read more >
Compliance
EEOC Removes Incentive Sections of Wellness Program Rules
The action is in response to a federal court decision vacating the incentive portions of the rules.Read more >
MOST POPULAR STORIES
2021 Recordkeeping Survey
TRIVIAL PURSUITS: Which are the most northern, southern, eastern and western U.S. States?
Employees Cite Several Reasons for Not Participating in Financial Wellness Programs

A TIAA survey also found employees are more concerned about day-to-day finances than saving for retirement.

Plan Sponsors Might Mitigate ERISA Lawsuits With Defensive Provisions
Sponsors can craft retirement plan document language to manage their exposure to claims for benefits and other Employee Retirement Income Security Act claims.
TRIVIAL PURSUITS: Meaning and Origin of the Idiom “Watershed Moment?”

Some may describe the arrival of the coronavirus as a “watershed moment.”

Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com

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