Benefits | November 4th, 2014 Remind Employees About the Saver’s Credit The Internal Revenue Service (IRS) has issued a reminder that employees can plan now to get the benefit of the...
Compliance | October 28th, 2014 Some Context Around 2015 Deferral Limit Increases October 28, 2014 (PLANSPONSOR.com) – A $500 increase in the annual elective deferral maximum for defined contribution retirement plans may...
Compliance | October 27th, 2014 Regulators Doing More to Ensure Plan Compliance, Outcomes October 27, 2014 (PLANSPONSOR.com) – Recent actions from regulators show a focus on compliance and improved outcomes for participants.
Compliance | October 23rd, 2014 Retirement Plan Deferral Limit to Increase in 2015 October 23, 2014 (PLANSPONSOR.com) - The Internal Revenue Service (IRS) announced cost of living adjustments affecting dollar limitations for retirement...
Compliance | October 16th, 2014 IRS Posts Reminder About Two Compliance Issues October 16, 2014 (PLANSPONSOR.com) – The Internal Revenue Service (IRS)'s review of Virgin Island plan sponsors signaled a need to...
Compliance | October 3rd, 2014 IRS Puts Out Updated Compliance Aids October 3, 2014 (PLANSPONSOR.com) – The Internal Revenue Service (IRS) has announced updated Web pages, checklists and fix-it guides to...
Compliance | September 24th, 2014 Hybrid Plan Rules Allow Sponsors to Choose Risk Level September 24, 2014 (PLANSPONSOR.com) – Sponsors of hybrid retirement plans for employees now have clarity about how to credit interest...
Compliance | September 22nd, 2014 IRS Issues Guide for Retirement Plan Reporting September 22, 2014 (PLANSPONSOR.com) – The Internal Revenue Service (IRS) has created a guide for retirement plan sponsor reporting and...
Compliance | September 19th, 2014 IRS Issues Final Rules for Hybrid Retirement Plans September 19, 2014 (PLANSPONSOR.com) – The Internal Revenue Service (IRS) has issued final regulations for hybrid retirement plans.
Compliance | September 8th, 2014 IRS to Discuss DB Plan Updates September 8, 2014 (PLANSPONSOR.com) – The Internal Revenue Service (IRS) will host a webinar about defined benefit (DB) plan issues...
Compliance | September 4th, 2014 More Retirement Plans May Invest in CITs September 4, 2014 (PLANSPONSOR.com) – More retirement plans may get the benefits of collective investment trusts (CITs) under a new...
Compliance | September 3rd, 2014 Complying with ESOP Diversification Rules September 3, 2014 (PLANSPONSOR.com) – The rule for who is eligible to diversify company stock holdings in a retirement plan...
Compliance | September 2nd, 2014 IRS Announces Hot Topics Webinar September 2, 2014 (PLANSPONSOR.com) – The Internal Revenue Service is holding a “Retirement Plan Hot Topics” webinar September 11.
Compliance | August 21st, 2014 IRS to Host Corrections Programs Webinar August 21, 2014 (PLANSPONSOR.com) – The Internal Revenue Service (IRS) is hosting a free webinar, “Correcting Retirement Plan Mistakes Using...
Compliance | August 6th, 2014 Rulings Signal DB Retiree Lump-Sum Windows Comply with Law August 6, 2014 (PLANSPONSOR.com) – The Internal Revenue Service (IRS) has issued a number of private letter rulings finding defined...
Compliance | August 1st, 2014 IRS Announces Webinar on DB Plan Termination August 1, 2014 (PLANSPONSOR.com) – The Internal Revenue Service (IRS) will host a defined benefit plan termination webinar on August 14...
Compliance | July 29th, 2014 EBSA to Discuss Small Business Retirement Plan Options July 29, 2014 (PLANSPONSOR.com) – The Department of Labor’s Employee Benefits Security Administration (EBSA) will conduct a webcast for small...
Compliance | July 24th, 2014 EBSA Schedules Health Benefits Seminars July 24, 2014 (PLANSPONSOR.com) – The Department of Labor's Employee Benefits Security Administration (EBSA) announced that there will be two...
Ask the Experts | July 15th, 2014 (b)lines Ask the Experts – Retirement Plan Contributions from Disability Plan July 15, 2014 (PLANSPONSOR (b)lines) – “I recently started working at a University and noticed that our disability carrier has...
Compliance | July 9th, 2014 IRS Reschedules Same-Gender Benefits Discussion July 9, 2014 (PLANSPONSOR.com) – The Internal Revenue Service (IRS) has moved back the date of a phone forum on...