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Plan Benchmarking: How Does Your Company's Plan Measure Up?
Can Employee Agreements Mitigate ERISA Fiduciary Exposure?
[Official Guidance] Text of Draft Instructions for 2019 IRS Form 8955-SSA: Annual Registration Statement Identifying Separated Participants with Deferred Vested Benefits (PDF)
More Than Half of Americans Are Unintentionally Hurting Their Retirement Savings
ERISA Fiduciary Acts May Include Failing to Accurately Advise Plan Participants and Beneficiaries
Household Spending on Personal Insurance and Pensions Increased the Most from 2017 to 2018
Online IRS Tax Withholding Estimator Helps Retirees; Figures Tax on Social Security Benefits
[Official Guidance] Draft of 2019 IRS Form 8955-SSA: Annual Registration Statement Identifying Separated Participants with Deferred Vested Benefits (PDF)
[Official Guidance] Text of IRS Form 4852: Substitute for Form W-2, Wage and Tax Statement, or Form 1099-R, Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, Etc. (PDF)
IRS Now Accepting Some Determination Letter Applications
He Spent Decades Teaching Retirement Planning; Here's What He Learned from Planning His Own
[Guidance Overview] Last Call for 'Multiple Employer Plans' to File a Correct Form 5500 or 5500-SF
Potential Unknown Risks for Plan Sponsors
[Official Guidance] Text of PBGC Interest Rate Update for Benefits Payable in Terminated Single-Employer Plans, October and Fourth Quarter 2019
The New Blended Retirement System for Military Employees
Ninth Circuit Greenlights Individual Arbitration Provisions in ERISA Plan Documents
Court Upholds Multiemployer Pension Plan Administrator's 'Reasonable' Interpretation of Plan Language
[Official Guidance] IRS Announces New Mailing Address for Employee Plans Submissions
Pursue Fiduciary Risk Assurance Backward
A Tale of Two Fiduciaries
Considerations for Plan Sponsors Who Discover Unauthorized Workers in Their Retirement Plans: Tax Reporting, Withholding, and Missing Participants
How Does a Plan Sponsor Know When a Participant Makes a Claim for Benefits?
403(b) Plan Enhancement Guide (PDF)
[Guidance Overview] IRS Provides Reminder That Employers May Not Currently Deduct Contributions of Their Own Debt Securities
Anticipating Changes to Form W-4P for 2020
[Guidance Overview] RMDs Are Not Just a Participant Headache (PDF)
Perfecting Your Benefits Communication Strategy
[Guidance Overview] IRS Expands EPCRS for Qualified Plans (PDF)
For 401(k)/403(b) Day, PSCA Provides Retirement Savings Communication Campaign Materials
IRS Alleviates Suffering of RIAs Who Use Fee-Based Annuities
How to Use Expanded IRS Self-Correction Program
Groups Urge Supreme Court Not to Undermine Value of Plan Disclosures
Considerations for Plan Sponsors Who Discover Unauthorized Workers in Their Retirement Plans
[Official Guidance] Text of Final Regs: TSP Additional Withdrawal Options
CalSavers: Employers Should Remain Compliance-Ready, Despite Court Challenges
[Official Guidance] Orphan and Inactive Participants in Multiemployer Plans, 2015 Plan Year Reporting (PDF)
[Official Guidance] Text of EBSA Meeting Notice for Advisory Council on Employee Welfare and Pension Benefit Plans
Ninth Circuit Overturns Precedent and Sends ERISA Claims to Individual Arbitration
The Little Differences Between 401(k)s and IRAs Can Cost Big Bucks
Court Awards $41,000 in ERISA Penalties for Failure to Provide Plan Documents
IRS Ruling Could Alter RMD Timing
[Guidance Overview] Comprehensive FAQs on Benefits and Other Issues Relating to Hurricanes and Other Workplace Disasters
Defined Benefit Plan Actuarial Equivalence Litigation: A Formidable Threat or an Unfounded Theory?
[Opinion] Amicus Brief of Employer Organizations to Supreme Court in ERISA Statue of Limitations Case
[Opinion] Statement of Investment Company Institute to ERISA Advisory Council on Permissive Transfers of Uncashed Checks from ERISA Plans to State Unclaimed Property Funds (PDF)
Amid Rocky Market, 401(k) Savers Eked Out Gains in Q2
Using Vignettes to Improve Understanding of Social Security and Annuities
[Guidance Overview] DOL Clarifies Employers' Retirement Plan Obligations Under USERRA
Retirement Plan Obligations to Reemployed Service Members and Veterans
How the New ERISA Employee Benefit Plan Audit Standards Will Affect Your Plans
Ninth Circuit Decisions Overrule 35-Year Precedent in ERISA Arbitration Disputes
Loans in 403(b) Plans
[Guidance Overview] DOL Issues Final Prohibited Transaction Exemption for the Consolidation of Small Retirement Accounts When Workers Change Jobs
Text of Enrolled Actuaries Pension Examination EA-2, Segment L, Spring 2019 (PDF)
Text of Enrolled Actuaries Pension Examination EA-1, Spring 2019 (PDF)
Text of 2017 Enrolled Actuary Program Booklet: Basic (EA-1) Examination, Pension EA-2 (Segment L and F) Examinations (PDF)
Securing Retirement Savings: 401(k) Plan Cybersecurity
IRS Renews Closed DB Plan Testing Relief for 2020 Plan Year
IRS Notice 2019-49 Extends Temporary Nondiscrimination Relief for Closed Defined Benefit Plans Through 2020
Top 10 Areas of Focus in DOL Investigations of Retirement Plans
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