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[Opinion] Beware of These Heavily-Marketed Products Touted by Recordkeepers
[Guidance Overview] The Cost of Non-Compliance: DOL Announces Increased Penalties for 2019
Claims Challenging Application of Phantom Account Offset to Reduce Retirement Benefits Time-Barred
GAO Report: Federal Action Needed to Clarify Tax Treatment of Unclaimed 401(k) Plan Savings Transferred to States
ERISA Preemption of State Slayer Statutes: Does It Matter?
Multiple Employer Plans and PEOs
Sponsors of Defined Contribution Plans Still Sharply Focused on Fees
Evidence Supports the Value of Actuarial Second Opinions for Plan Sponsors
Hardship Distributions and Recent IRS Changes
Defined Contribution Plan Compliance Calendar, 2019 (PDF)
[Opinion] 401(k) Audits Are Not a Commodity
Ensuring a Clean Recordkeeper Conversion
[Official Guidance] Text of 2018 Instructions for IRS Form 8915B: Qualified 2017 Disaster Retirement Plan Distributions and Repayments (PDF)
Categorical Conflict of Interest Does Not Alter Standard of Review of Benefit Denials
[Official Guidance] Text of IRS Notice 2019-16: Weighted Average Interest Rates, Yield Curves, and Segment Rates Applicable for February 2019 (PDF)
Simplifying Retirement Plan Design
DOL Monetary Recoveries for Benefit Plans, Participants Increased by 45% in FY 2018
Lawmakers Ask GAO to Explore Cybersecurity Issues in Defined Contribution Plans
Consumers May Have 'Blind Spot' When It Comes to Retirement Fraud
2019 Defined Benefit Plan Compliance Calendar (PDF)
DOL Hot on the Trail of Missing ERISA Plan Participants
Best Practices for Plan Sponsors, Part 7
[Official Guidance] Text of PBGC Interest Rate Update for Benefits Payable in Terminated Single-Employer Plans, March 2019
401(k) Loans: Why You Shouldn't Take Them
PBGC Pilot Mediation Project Is Now Permanent
Themes in Recent Employee Benefits Litigation
Annual Plan Deadlines for the Plan Year Ending December 31, 2019 (PDF)
2019 Annual Plan Deadlines by Event (PDF)
[Guidance Overview] IRS 401(k) Plan Fix-It Guide: Hardship Distributions Were Not Made Properly
[Official Guidance] Text of EBSA Proposed Exemption Involving UBS and Affiliates
[Opinion] ARA Makes Recommendations to PBGC on Coverage Determination Form
EBRI's Financial Wellbeing Research Center Bringing Data Mining to Bear
Identity Theft: The Rising Threat to Retirement, and How TPAs Can Make a Difference
[Official Guidance] Text of 2018 IRS Form 8915B: Qualified 2017 Disaster Retirement Plan Distributions and Repayments (PDF)
American Views on Defined Contribution Plan Saving, 2018 (PDF)
[Guidance Overview] IRS Issues Proposed Regs Modifying Hardship Distribution Rules
[Guidance Overview] PBGC Issues New Staff Interpretations
401(k) Providers Are Participants' Go-To for Help (PDF)
[Opinion] Why Debt is the Biggest Barrier to Retirement Savings: An Insider's Perspective
[Guidance Overview] 401(k) Plan Fix-It Guide for Participant Loans That Do Not Comply with the Plan Document or Section 72(p)
ERISA and Awards of Attorney Fees: What Does 'Some Degree of Success on the Merits' Really Mean?
Unpacking the Settlor-Fiduciary 'Two Hat' Principle (PDF)
Prioritizing Where to Spend Growing Benefits Communications Budgets
[Official Guidance] Text of IRS Disaster Relief Notice AK-2019-01, for Victims of Earthquake in Alaska
[Opinion] It's Time to Improve the 'Kitchen Sink' SPD
Empowering Employee Retirement Through Tech
A New England Patriot in the First Circuit's Court: Former Spouse Unsuccessful in Claim for Death Benefits
Ways to Increase Retirement Plan Participation Among Millennials
[Official Guidance] Text of PBGC Proposed Regs: Methods for Computing Withdrawal Liability, Multiemployer Pension Reform Act of 2014
Inspector General's Report: PBGC's Data Protection at Contractor-Operated Facilities (PDF)
[Official Guidance] Text of IRS Final Regs: Qualified Business Income Deduction
[Official Guidance] Text of IRS Proposed Regs: Qualified Business Income Deduction
Eighth Circuit Appellate Panel Says No Bankruptcy Exemption for Certain Retirement Plan Assets Acquired in Divorce
EBSA Enforcement for 2019
Cybersecurity 'Patchwork' Leaves Retirement Industry Vulnerable
[Official Guidance] Text of Corrected IRS Final Regs Under Section 199A: Qualified Business Income Deduction (PDF)
Financial Literacy Programs for Local Government Employees (PDF)
How to Talk to Employers About DB Plans (or, 'Pensions in Plain English') (PDF)
This Is How Clueless Most Americans Are About Their 401(k)s
IRS Publication 5329: TE/GE Fiscal Year 2018 Accomplishments Letter (PDF)
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