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
AT&T Sued Over Calculation of Early Retirement Benefits

The plaintiffs say the plan’s terms reduce benefits using “Early Retirement Factors” and “Joint and Survivor Annuity Factors” which result in plan participants receiving less than the actuarial equivalent of their vested accrued benefit, as required by ERISA.

Congressional Leaders Want SECURE Act Passage in 2019

Based on the conversations industry advocates are having in Washington, none of the leadership in the Senate or the House opposes passage of the SECURE Act.

New Lawsuit Highlights Importance of Cybersecurity for Retirement Plans

A former 401(k) plan participant is suing the plan sponsor and plan providers after unauthorized distributions were made from her account.

IRS Releases 2019-2020 Priority Guidance Plan

The IRS invites public comments and suggestions about guidance.

DC Plans 3.0 Will Really be Tailored to Individual Situations

Bob Collie, head of research at the Thinking Ahead Institute, tells PLANSPONSOR version 3.0 will be customized by “hyper-customization and integrated whole-of-life wealth management” that takes into account all of a person’s savings.

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

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