Searching Content indexed under Retirement, Superannuation & Pensions by Lisa Loesel ordered by Published Date Descending.
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Bipartisan Bill Paves The Way For Significant Retirement Plan Reforms
The House recently passed the most significant piece of proposed retirement plan legislation in more than a decade: the SECURE Act. Although the Senate must also approve the bill before it becomes law
United States
19 Jun 2019
IRS Corrections Go Digital In 2019
Late last month, the IRS released the latest version of its Employee Plans Compliance Resolution System, the IRS's program for correcting retirement plan errors.
United States
25 Oct 2018
Socially Responsible Investing – No Good Deed Goes Unpunished
Socially responsible investing often sounds like an intriguing idea, but investing plan assets in a socially responsible manner is a notoriously tricky proposition.
United States
4 Oct 2018
Extension Of Nondiscrimination Relief To Certain Closed Defined Benefit Plans - September 6, 2018
The Internal Revenue Service (IRS) has again extended the temporary nondiscrimination relief for closed defined benefit plans
United States
13 Sep 2018
New IRS Guidance Allows Plan Sponsors to Use Forfeitures for Safe Harbor Contributions, QNECs and QMACs
Earlier this year, the IRS released proposed regulations which permit employers to use forfeitures to fund safe harbor contributions, QNECs and QMACs.
United States
20 May 2017
View From McDermott: Is Tibble the End of Revenue Sharing?
Ten short years ago, revenue sharing seemingly presented a "win win" opportunity for third-party administrators (TPAs) and defined contribution plan sponsors.
United States
31 Mar 2016
United States
22 May 2014
Employers Should Review How Plan Documents Define Spouse In Light Of Recent Benefits Litigation
Two recent cases challenging benefit eligibility for same-sex spouses highlight the need for employer-sponsored retirement and welfare plans to clearly define "spouse" for eligibility purposes.
United States
3 May 2013
IRS Updates Employee Plans Compliance Resolution System
The Internal Revenue Service (IRS) recently updated the Employee Plans Compliance Resolution System (EPCRS), the comprehensive system of correction programs for sponsors of qualified retirement plans.
United States
16 Jan 2013
Department of Labor Issues New Rules on 401(k) Fee Disclosure to Participants
The U.S. Department of Labor recently issued final regulations requiring enhanced fee disclosure to participants in 401(k) plans and other defined contribution plans subject to the Employee Retirement Income Security Act (ERISA) that have participant-directed investments.
United States
11 Nov 2010
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