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[Guidance Overview] IRS Offers Two Methods for Correction of Missed Plan Loan Payments
Denver FBI Uncovers Fraud Scheme Targeting 401(k) Accounts
Trends in Participant Site Homepages
[Official Guidance] Text of 2017 Instructions for IRS Form CT-1: Employer's Annual Railroad Retirement Tax Return (PDF)
Government Plan Sponsors Seek Employee Communication from Providers
Behavioral Economics and 401(k) Plan Participants
Strategies to Reduce Required Minimum Distributions from Retirement Accounts
[Guidance Overview] Revised Form 5300, Application for Determination for Employee Benefit Plan
PBGC and Open Government -- Call for Ideas
[Guidance Overview] Implementation of Final Rule on Disability Claims Procedures Formally Delayed
2017 Form 5500 Annual Return/Report Series Issued
PBGC Suits Challenging Standard Terminations: Statute of Limitations and Third-Party Liability
Cambridge Retirement System Sues Willis Towers Watson Over Merger
House Bill Would Allow Sponsors to Force Larger Auto-IRA Cash Outs
Interesting Angles on the DOL's Fiduciary Rule, Part 71
ERISA Mediation Tips for Employers
Every Good Fiduciary Should Know the Answer to These 401(k) Plan Questions
2017 Top Management and Performance Challenges Facing the DOL (PDF)
[Official Guidance] Text of Instructions for 2018 IRS Form 1098-Q: Qualifying Longevity Annuity Contract Information (PDF)
[Guidance Overview] Should Your 401(k) Plan Provide Hurricane Relief?
[Guidance Overview] Agencies Publish Changes to Previously Announced COLAs
DOL Delays Implementation of Disability Claim Rules
[Guidance Overview] Mediation of PBGC Disputes: A New and Welcome Option (PDF)
What the New Form 5500 Means for 401(k) Advisors
Focus on Employees' Motivations to Help Them Understand and Maximize the Value of Their Benefits (PDF)
Are Annuities a Viable Retirement Solution?
[Guidance Overview] DOL Finalizes BICE Transition Period Extension to July 1, 2019 (PDF)
Protecting Retirement Plans from Identity Theft
Disability Claims Procedure Regs Delayed ... for the Last Time?
[Official Guidance] Social Security Announces Updated 2018 Taxable Maximum Amount
Retirement Plan Advisers Need to Start Planning for Their Own Succession
[Official Guidance] Text of DOL Final Regs: Delay of Applicability Date for Claims Procedure for Plans Providing Disability Benefits
401(k) Third Party Administrator vs. Advisors: Key Differences
Required Minimum Distributions (RMDs): The Out-of-Sight, Out-of Mind-Problem
Don't Forget 401(k) Deadlines During the Holiday Bustle
[Official Guidance] Text of DOL FAQs for Participants and Beneficiaries Following Hurricanes Harvey, Irma, and the California Wildfires (PDF)
[Official Guidance] Text of DOL FAQs for Participants and Beneficiaries Following Hurricane Maria (PDF)
[Guidance Overview] 2017 Year-End 'To Do' List for Qualified Retirement Plan Sponsors
[Official Guidance] Text of DOL Additional Relief for Employee Benefit Plans, Participants and Beneficiaries Impacted by Hurricane Maria and October 2017 California Wildfires
[Opinion] American Academy of Actuaries Comment Letter to PBGC on Proposed Modification to 2017 Form 5500 Schedule MB (PDF)
[Official Guidance] Advance Information Copies of 2017 Form 5500 Series
[Official Guidance] Agencies Release Advance Copies of Form 5500 Annual Return/Report for 2017
New, Free Daily Publication: The Message Boards Digest
Latest SOA Analysis Shows Year Over Year Increase in Mortality
Impact of Borrowing from Your Retirement Plan
[Guidance Overview] Puerto Rico Treasury Department Finally Grants Relief to Participants Affected by Hurricane Maria (PDF)
[Official Guidance] Text of Puerto Rico Treasury Administrative Determination No. 17-29: Rules Applicable to Distributions by Qualified Retirement Plans and Individual Retirement Accounts Due to Hurricane Maria
U.S. Single Premium Pension Buy-Out Sales Post Record-Breaking Results for Second Consecutive Quarter
Participants Say More Information About Plan Investment Fees Would Be Useful
[Guidance Overview] IRS Guidance on Missing Plan Participants and Required Minimum Distributions
Defined Benefit Plans: 10 New Definitions for 2018
[Official Guidance] Defined Contribution LRM and Information Package, October 2017 (PDF)
Pension Plan Limitations for 2018
[Official Guidance] Text of IRS Notice 2017-69: Weighted Average Interest Rates, Yield Curves, and Segment Rates Applicable for November 2017 (PDF)
Deadlines Loom for Retirement, Health & Welfare Plans
[Official Guidance] Text of PBGC Interest Rate Update for Benefits Payable in Terminated Single-Employer Plans, December 2017
Are You Up to Date on Qualified Plan Beneficiary Rules?
2018 Planning for ERISA Single-Employer DB Plan Operations
[Guidance Overview] Puerto Rico Governor Authorizes Rules for Retirement Plan and IRA Distributions in Wake of Recent Natural Disasters
AICPA's Progress Toward Improving Employee Benefit Plan Audits

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