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Lara Fuller | 2.25.2016

Cash Balance Plans: What You Need To Know

Recent surveys by the ASPPA College of Pension Actuaries as well as other organizations are showing a large increase in the number of cash balance plans
ERISA
Jeanne Barrett | 2.8.2016

An Update from the DOL Regarding Employee Benefit Plan Audits

On January 22, 2016, the AICPA Employee Benefit Plan Audit Quality Center (EBPAQC) held its annual Designated Partner 2016 Audit Planning webinar. The

ESOP Plans, Are You Exercising All of Your Fiduciary Responsibilities?

More and more companies continue to move to an Employee Stock Ownership Plan (ESOP) structure. With each of these transactions comes new fiduciary responsibility.
ERISA
Jenna Zelenski | 12.23.2015

2016 Pension Plan Limitations

The Internal Revenue Service announced cost-of-living adjustments affecting dollar limitations for pension plans and other retirement-related items for
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The EBSA Looks to Accelerate Plan Compliance

The Employee Benefit Security Administration (EBSA) recently began sending letters to 1,200 plan sponsors whose 2014 Form 5500 filings did not contain
ERISA
Patrick Kerns | 12.10.2015

A Few Reminders from the DOL on Appropriate Plan Operations

Often, some of the most helpful tools can be hiding in plain sight! The United States Department of Labor has an informative Frequently Asked Questions
ERISA
Lara Fuller | 11.17.2015

The Importance of Hiring a High-Quality Auditor for Your Employee Benefit Plan

This week, the Department of Labor (DOL) began issuing formal notifications to companies regarding the importance of selecting a qualified CPA firm that
ERISA
Jeanne Barrett | 10.28.2015

Society of Actuaries Issues Updated Mortality Improvement Scale

On October 8, 2015, The Retirement Plans Experience Committee (RPEC) of the Society of Actuaries released an updated mortality improvement scale called
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Recent Guidance for Retirement Plan Sponsors: Revenue Procedure 2015-28 and the EPCRS

The Employee Plans Compliance Resolution System (EPCRS) sets forth a complex and comprehensive set of guidelines for retirement plan sponsors to follow

Employer-Sponsored Retirement Plans to Face More Scrutiny in 2016

On the heels of the Department of Labor’s (DOL) Audit Quality Study report issued May of 2015, the Internal Revenue Service (IRS) is forming the
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