Compliance | February 17th, 2015 PBGC, IRS Request Input on Multiemployer Plan Guidance The PBGC and the IRS have issued requests for information to help them with issuing guidance about the Multiemployer Pension...
Compliance | February 17th, 2015 IRS Announces Retirement Plan Webinars in March The IRS will host webinars discussing the second cycle E determination letter application process and retirement plan loans to participants.
Compliance | February 5th, 2015 Reporting Requirements for the ACA Are All in the Numbers Starting this year, employers of 50 or more full-time employees will have to meet significant new reporting requirements for the...
Compliance | February 2nd, 2015 Internal Controls Can Help Prevent Retirement Plan Fraud The IRS has suggested a list of helpful internal controls for retirement plan sponsors.
Compliance | February 2nd, 2015 IRS Offers Reference Lists for Plan Qualification Requirements The IRS recommends including reference lists when applying for a retirement plan determination letter.
Deals and People | January 23rd, 2015 ERIC Names New Chief Executive Annette Guarisco Fildes has been appointed CEO of the ERISA Industry Committee.
Compliance | January 9th, 2015 IRS Expands Approval for Changes in DB Plan Funding Method A pension plan that has changed actuarial services firms can have a change in funding method automatically approved.
Products | December 30th, 2014 Segal Offers Compliance Calendars for Plan Sponsors The Segal Company’s calendars for the new year detail reporting requirements for single-employer and multiemployer plans.
Compliance | December 22nd, 2014 Addressing Mistakes in Tax Treatment of Employee Deferrals An updated IRS web page tells retirement plan sponsors how to correct the mistake of using the wrong tax treatment...
Compliance | December 19th, 2014 Regulators Got Real About In-Plan Annuities in 2014 With invigorated provider interest and new guidance from key regulators, 2014 turned out to be an important year for annuities...
Administration | December 19th, 2014 The Importance of Hiring a Skilled Plan Auditor For plan sponsors with more than 100 participants, one of the most important fiduciary duties is to ensure the plan...
Products | December 19th, 2014 A 2015 Defined Contribution Checklist Continuing an annual tradition, consulting firm Mercer has compiled a list of the top 10 recommended steps that defined contribution...
Compliance | December 11th, 2014 IRS Weighs In on What Records to Keep An updated page on the IRS website shares what records retirement plan sponsors should keep and for how long.
Compliance | December 10th, 2014 IRS to Use New Process for PEP Determination Letters The IRS says it has improved its processing of determination letter applications for pension equity plans.
Compliance | December 4th, 2014 Plenty of Regulatory Action Ahead for Retirement Industry Experts from Drinker Biddle & Reath LLP had no shortage of topics to cover in a recent discussion about potential...
Compliance | December 2nd, 2014 IRS Updates Information About Retirement Plan Examinations Two updated publications from the IRS discuss the employee plans examination process and appeal procedures.
Data and Research | December 2nd, 2014 Is Census Data Shorting Total Retirement Wealth? Commentators are questioning the accuracy of Census Bureau data that examines how well off Americans are in retirement.
Compliance | November 26th, 2014 Mandatory Plan Restatements a Plan Design Opportunity As employers enter the last two years of the preapproved retirement plan restatement cycle, ERISA consultants say restatements are a...
Compliance | November 20th, 2014 QJSA Project Shows Most in Compliance The Internal Revenue Service (IRS) has announced results of a compliance project that checked whether retirement plan sponsors followed qualified...
Compliance | November 17th, 2014 IRS Webinar to Discuss Definitions of Compensation The Internal Revenue Service (IRS) is hosting a webinar about the definitions of compensation used in retirement plans.