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Compensation Strategies Group, Ltd.
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DWC ERISA Consultants LLC
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Distributions Processor - Qualified Retirement Plans Anchor 3(16) Fiduciary Solutions, LLC
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Defined Benefit Specialist II or III Nova 401(k) Associates
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BPAS
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Final Annual Funding Notice Requirements for Defined Benefit Plans
Kilpatrick Townsend
[Guidance Overview] Feb. 1, 2015
"The final regulations confirm that a plan that is merged or consolidated into another plan does not have a funding notice requirement for its final plan year.... While ERISA does not explicitly require plans to have a formal investment policy, DOL reaffirmed that it would be 'rare' for a plan not to have one, which reflects a de facto requirement to have such an investment policy.... The final regulations clarify some aspects of the material event disclosures[.]"
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