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Ret plans - admin


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Can the Plan Pay for That?
[Official Guidance] Applications for Pre-Approved DC Plan Opinion Letters: Third 6-Year Remedial Cycle
The Complete Guide to 401(k) Corrective Distributions
Can a Company Freeze a 401(k) Account If an Employee Is Suspected of Stealing from the Company?
A Pension Sponsor's Readiness Guide to Plan Termination: Review the Data (PDF)
They're Yours, They're Mine or They're on Their Own: More on Employee vs. Independent Contractor
GAO Report: Railroad Retirement Board -- Additional Controls and Oversight of Financial Interchange Transfers Needed
Disability Benefits Claims May Settle Faster Under New Claims Procedures Regs
Missing Participants Procedure
Common Compliance Issues in 401(k) Plans
Retirement Industry Officials Back Bipartisan Bills to Update ERISA
Survey Highlights Differences Between Worker, Retiree Perceptions About Retirement Income
A Persona-Based Approach Can Make a Big Impact on Your Organization
House Subcommittee Seeks Bipartisan Solutions to Update Retirement Plan Administration
Sixth Circuit Clarifies Importance of Firestone Language for ERISA Plan Interpretation
Dynamex Case Sets Forth New California Standard for Answering the Question: Employee or Independent Contractor?
Avoiding the Curveball of a Taxable 401(k) Loan under the New Tax Act
[Official Guidance] IRS 'Umbrella' Closing Agreement Program Allow Providers of Pre-Approved Plan to Correct Multiple Missed Deadlines
[Official Guidance] Text of PBGC Request for Comments on Proposed Revisions to Form 715, Power of Attorney, for Participants Receiving Payment from PBGC
ERISA's Duty to Inform: Distinguishing Between Existing and Possible Benefits
Many Plan Participants Lack Access and Skills to Fully Engage with Technology (PDF)
[Guidance Overview] New DOL Claims Procedures for Disability Benefits: Action Items to Stay in Compliance
Employee Benefit Risk Management from a Board's Perspective (PDF)
Sixth Circuit Holds That Contra Proferentum and Firestone Deference Are Incompatible on Issues of ERISA Plan Interpretation
A Simple Change to 401(k) Statements Could Encourage Retirement Savings
[Official Guidance] Text of PBGC Interest Rate Update for Benefits Payable in Terminated Single-Employer Plans, June 2018
Frequent 401(k) Audit Findings: Late Remittances
Correcting DB Plan Errors (PDF)
[Guidance Overview] Independent Contractor or Employee? Precautions for California Employers
Who Are the Most Trusted 401(k) Plan Providers?
[Official Guidance] Text of IRS Notice 2018-53: Weighted Average Interest Rates, Yield Curves, and Segment Rates Applicable for May 2018 (PDF)
Did Someone Try to Hack My Retirement Account? A Personal Cybersecurity Story
IRS Publication 5279: Your Pathway to Becoming an Enrolled Agent (PDF)
[Official Guidance] Text of PBGC Disaster Relief 18-05, in Response to Tornado and Severe Storms in North Carolina
[Guidance Overview] Recent Legislation Includes Hardship Withdrawal Provisions
[Official Guidance] Text of IRS Disaster Relief Notice NC-2018-02, for Victims of Tornadoes and Severe Storms North Carolina
[Official Guidance] 2017-2018 IRS Priority Guidance Plan, 3rd Quarter Update (PDF)
[Official Guidance] Text of PBGC Regulatory Agenda, Spring 2018
Employers May Be Overlooking Baby Boomers for Retirement Needs of Millennials
'Reasonable Cause' for a Missed Required Minimum Distribution
California's Independent Contractor Decision: What It Means for ERISA Plans
[Official Guidance] Text of PBGC Disaster Relief 18-04, in Response to Severe Storms and Flooding in Indiana
[Official Guidance] Text of IRS Disaster Relief Notice IN-2018-01, for Victims of Severe Storms and Flooding in Indiana
Restrictions on Financial Interests of Auditors: DOL and AICPA Rules
Key Employee Benefit Plan Internal Controls to Have in Place
MetLife Issues Multipronged Plan to Find Missing Annuitants
Retirement Plan Disclosures Are Hot Topic for ERISA Advisory Council
[Guidance Overview] DOL's Final Rule on Disability Claim Procedures Take Effect
[Official Guidance] Text of IRS Disaster Relief AL-2018-03, for Victims of Severe Storms and Tornadoes in Alabama
DB Plan Sponsors Should Consider Making Additional Contributions for 2017 to Maximize Tax Benefits
California Supreme Court Holds Worker Classifications Easy as A-B-C
California Supreme Court Applies 'ABC' Test When Assessing Independent Contractor Status
California Supreme Court Transforms Test for Who Is an Employee
California Abandons 30-Year-Old Test for Determining Independent Contractor Status, Broadens Definition of 'Employee'
[Opinion] ICI and ARA Letter to EBSA on E-Delivery Study (PDF)
ERISA: How to Argue That 'Conflict Discovery' Should Not Supplement the Administrative Record
[Official Guidance] Text of IRS Notice 2018-43: Public Comment Invited on Recommendations for 2018-2019 Priority Guidance Plan (PDF)
Employers Unprepared for 401(k) Plan Data Breaches
IRS TE/GE Advisory Group to Meet June 7
Tips for Preventing Uncashed Retirement Checks

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