Tag: retirement plan regulations

Michael Barry, president of O3 Plan Advisory Services LLC, discusses policy issues he hopes to see addressed—most not in the...

Following a memo warning retirement plan sponsors of potential disqualification, attorneys offer suggestions for plan document execution procedures.

Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.

Revenue Procedure 2020-9 extends the deadline, applicable to pre-approved plans, for adopting an interim amendment relating to hardship regulations to...

The DOL says the action would modernize fiduciary practices related to the voting rights associated with ERISA plan investments.

The PBGC has issued a final rule regarding pension plans undergoing distress or involuntary termination, and the OSFI has released...

The PBGC anticipates that providing plans with three available counting methods will allow each plan to choose the one that...

The life expectancy tables and applicable distribution period tables in the proposed regulations reflect longer life expectancies than the tables...

Michael Barry, president of O3 Plan Advisory Services LLC, contemplates whether questions asked in the DOL’s e-disclosure proposal could lead...

Attorneys explain that one order attempts to limit the force and effect of sub-regulatory guidance and the other would limit...

The IRS invites public comments and suggestions about guidance.

The agency will consider payments prior to plan terminations when calculating benefits, and it proposed to change its assumptions for...

Michael A. Webb, with Cammack Retirement Group, says there are no substantive changes from the proposed regulations, but he points...

The IRS anticipates that final regulations on closed DB plan nondiscrimination testing will not be published in time for plan...

The OMB has received for review a proposed rule from the DOL aimed at reducing costs and improving participant understanding...

The IRS says that, as published, its Notice of Proposed Rulemaking (NPRM) contains errors which may prove to be misleading...

The rule will permit employers to connect with associations of employers in a city, county, state, or a multi-state metropolitan...

Younger employees would benefit most from a requirement for employers to offer retirement plans, while older employees would benefit most...