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IRS Announces Benefit Plan Limits for 2019 (PDF)
Year-End Changes for 401(k) Plans
Checklist to Improve Your ESOP Ownership Culture (PDF)
[Official Guidance] Text of 2018 IRS Form 5329: Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts (PDF)
DOL Guidance Addresses Fiduciary Status and Fees Under Program Facilitating Portability of Automatic Rollovers
What Are the Content Requirements for a Disability Claim Denial Notice?
Managed Account Services: Issues and Considerations for Retirement Plan Sponsors
How Can Brokers and Employers Get on the Same Page with Technology?
[Guidance Overview] New Draft Form 5500, Instructions and Schedules Issued
[Official Guidance] Text of IRS Proposed Regs: User Fees Relating to Enrolled Agents and Enrolled Retirement Plan Agents
Your Plan Will Face a Cyberattack -- Here's How to Prepare (PDF)
Making Sure 401(k) and 403(b) Fees Are 'Necessary' and 'Reasonable', Part 2
DOL Proposes Prohibited Transaction Exemption Allowing Vendor's Automatic Account Transfers
The Frozen Plan Equation -- Don't Forget the Denominator
Fiduciary Liability Claim Trends (PDF)
QDIAs, New Mortality Table, and Distributions as a Compliance Target
2018 ERISA Advisory Council Recommendations to DOL: Executive Summary (PDF)
Big Data, Big Changes for Insurance and Pensions (PDF)
401(k) Plan Administration Checklist for the 2019 Plan Year
[Official Guidance] Text of PBGC Interest Rate Update for Benefits Payable in Terminated Single-Employer Plans, December 2018
[Guidance Overview] IRS Proposed Hardship Distribution Regs Include Safe Harbor for Disaster Relief
Planning for 2019: Year-End Deadlines and Considerations for Employee Retirement, Health & Welfare Plans
[Official Guidance] Agencies Release Advance Copies of Form 5500 Annual Return/Report for 2018
[Official Guidance] Text of IRS Disaster Relief Notice CA-2018-13, for Victims of November 8 Wildfires in California
[Guidance Overview] IRS Releases Proposed Hardship Distribution Regulations
[Guidance Overview] IRS (Finally) Answers Questions About 2019 Hardship Distributions
[Guidance Overview] DOL Guidance on Auto Portability
The New Hardship Regs Are Here!
Reminders of What's New for Plan Sponsors in 2019
[Guidance Overview] IRS Proposes New Hardship Distribution Regs
[Guidance Overview] New Hardship Distribution Guidance Brings Several Surprises
DOL Clears Path for Automatic 401(k) Transfers
Public-Sector Employees Want Customized Benefits
Tracking Down an Unpaid Pension or 401(k) Can Be Tough
[Official Guidance] Text of IRS Notice of Proposed Rulemaking: Hardship Distributions of Elective Contributions, Qualified Matching Contributions, Qualified Nonelective Contributions, and Earnings
Qualified Retirement Plan Considerations and 2018 Year-End Action Items (PDF)
[Official Guidance] Text of Treasury Department Priority Guidance Plan, 2017-2018 (PDF)
Fifth Circuit Opines on Claim for Benefits vs. Claim for Equitable Relief under ERISA
IRS and DOL Auditors Focus on Missing Participants (PDF)
Coordinating Contributions Across Multiple Defined Contribution Plans
[Official Guidance] Text of IRS 2018 Form 8880: Credit for Qualified Retirement Savings Contributions (PDF)
[Official Guidance] Text of IRS Disaster Relief Notice AL-2018-06, for Victims of Hurricane Michael in Alabama
2019 Planning for Governmental Retirement Plan Operations
How Early Can a Participant Take RMDs?
How to Defend an ERISA Lawsuit
Do You Need to Send an Annual Notice to Plan Participants?
2019 Planning for ERISA Multiemployer Defined Benefit Plan Operations
[Guidance Overview] 2019 Cost-of-Living Adjustments on IRS Benefit and Contribution Limits
Improving Employee Retirement Readiness
Ohio Law Recognizes Safe Harbor in Data Breach Litigation
On the 40th Anniversary of the 401(k): What's Working? What's Not?
Tweaks to Retirement Plan Websites Can Boost Savings
2019 Planning for ERISA Single-Employer Defined Benefit Plans
[Guidance Overview] IRS Announces 2019 Cost of Living Adjustments to Retirement Plan Limits
October 2018 Pension Finance Update
[Guidance Overview] IRS Modifies VCP Submission Procedures
[Guidance Overview] What's the Effect of 2019 IRS Retirement Plan Limits?
[Guidance Overview] 401(k) Deferral Limit Increases to $19,000 for 2019; IRA Limit Increases to $6,000
OCR Provides Recommendations During National Cybersecurity Awareness Month (PDF)
[Opinion] Casualties of the Retirement Plan Recordkeeping Fees Race to the Bottom
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