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 Health Savings Account Survey
Health Care Costs in Retirement Remain a Top Stressor

Fidelity’s latest analysis shows people often underestimate the potential cost of health care in retirement, even after two decades of watching health care costs increase year-over-year.

2020 Recordkeeping Survey
SECURE Act 2.0 Passed Unanimously by Ways and Means Committee

A rare unanimous affirmative voice vote by the Ways and Means Committee allows the SECURE Act 2.0 to be considered by the full House of Representatives.

403(b) Plan Sponsor Sued Over Excessive Fees and Underperforming Investments

The lawsuit calls out the use of the active suite of the Fidelity Freedom target-date funds, among other things.

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

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