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ERISA

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ERISA
Donna Wolfson | 11.7.2019

U.S. Department of Labor Proposes New Electronic Disclosure Rule

On October 22, 2019, the Department of Labor (DOL) proposed new regulations giving employers a new safe harbor regarding the electronic delivery of required
Benefits, ERISA
Tim Martin | 10.9.2019

Changes Coming Soon to MEPs, Other Legislative Developments Anticipated

Subsequent to its October 2018 proposed directive, the Department of Labor (DOL) revealed a final ruling on July 29 that will expand access to multiple
ERISA
Justin Mudryk | 10.8.2019

Employee Benefit Plans Can Do More Than Satisfy Regulatory Requirements

While some believe that an employee benefit plan audit is obtained simply to satisfy a regulatory requirement, there are certain areas in which an employee
ERISA
Jill Lucas | 9.27.2019

IRS Determination Letter Program Expansion

Effective January 1, 2017, the Internal Revenue Service (IRS) and Department of the Treasury issued an update stating that employee benefit plans would

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ERISA
Alexander Papson | 9.17.2019

The Importance of Implementing Retirement Plan Best Practice Standards

The relevance of fiduciary best practice standards for retirement plan sponsors is rather intuitive, given that legal and performance pressures endured
ERISA
Donna Wolfson | 9.10.2019

Department of Labor Announces Rule to Strengthen Retirement Security for Millions Employed in Small and Mid-Sized Businesses

Citing a 2018 report by the U.S. Bureau of Labor Statistics that approximately 38 million private sector employees in the United States lack access to

403(b) Universal Availability Requirements under Scrutiny by IRS

A qualified 403(b) plan must satisfy the universal availability requirement with respect to elective deferrals. That means that all employees of the employer

ERISA and Non-ERISA, Options for Owners

Unemployment remains at an all–time low! Which is great for our economy, but it also means employees hold all of the cards. Employers are constantly

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Benefits, ERISA
Lara Fuller | 7.22.2019

The Final Issuance of SAS 136

In July 2019, the AICPA Auditing Standards Board issued the Statement on Auditing Standard (SAS) 136, Forming an Opinion and Reporting on Financial Statements

Cybersecurity & Employee Benefit Plans

The threat of a cyberattack is prevalent throughout the business world. Given the highly sensitive data held within employee benefit plans, it should come

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