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Benefits, ERISA
Lara Fuller | 3.3.2015

When Should You Consider the New Mortality Tables?

Most entities that sponsor defined benefit plans are aware that the Society of Actuaries released in October 2014 updated mortality tables to be considered

IRS Announces 2015 Pension Plan Limitations

The IRS recently announced the 2015 cost-of-living adjustments for the annual contribution and other dollar limits affecting 401(k) plans and other retirement

Do You Understand What an Audit of Your Benefit Plan Covers?

The answer to this question may not be what you expect. So, your plan is over the threshold of greater than 100 participants, which requires the plan to

New Safe Harbors for Validating Rollover Contributions

On April 21, 2014, the Internal Revenue Service (IRS) issued Revenue Ruling 2014-9, which considers two simplified safe harbor processes to help a retirement

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Benefits, ERISA
Scott Rain | 4.30.2014

Same-Sex Marriages and Retirement Plan Administration

As a lot of you are aware, in 2013, the United States Supreme Court, in United States v. Windsor, handed down a decision which declared Section 3 of the

New One-Time IRS Rollover Rules

As you may know, amounts transferred between traditional IRAs, either by rollover or trustee-to-trustee transfer, are typically excluded from an individual’s

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