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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
ERISA
Todd Lucas | 12.15.2015

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

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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
ERISA
Scott Rain | 10.20.2015

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
401(k) Plans, ERISA
Todd Lucas | 10.14.2015

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
ERISA
Lara Fuller | 9.10.2015

IRS Delays Adoption of New Mortality Assumptions, Saving Companies Billions in 2016

In February 2015, the Society of Actuaries issued new assumptions on mortality to adjust for the fact that Americans are living approximately two years

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Form 5500 Extension Date Modified in Highway Funding Legislation

Beginning in 2017, plans that extend their Form 5500 will have an extra month to file. The short-term highway funding extension that President Obama signed

IRS Emphasizes Hardship Withdrawal Requirements for Plan Sponsors

The IRS may be putting additional focus on the handling of hardship withdrawals for 401(k) plans. In a bulletin dated April 1, 2015, the IRS cautioned

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