Compliance

Sponsors of hybrid retirement plans for employees now have clarity about how to credit interest to these plans.

A new strategy outline issued by the American Benefits Council (ABC) suggests the advocacy group will work to achieve public policy reform that more closely unifies health care...

Fees assessed in a retirement plan can have many different shapes and sizes, pointed out Vincent Morris, president of Bukaty companies and moderator of a PANC 2014 panel...

The Internal Revenue Service (IRS) has created a guide for retirement plan sponsor reporting and disclosure responsibilities.

The Internal Revenue Service (IRS) has issued final regulations for hybrid retirement plans.

The Internal Revenue Service (IRS) has provided rules for allocating pre-tax and after-tax amounts among distributions that are made to multiple destinations from a qualified plan described in...

A recent U.S. Senate Finance Committee hearing covered numerous retirement-related topics, including proposals to streamline plan-testing requirements and others that could radically change defined contribution (DC) plans.

Fee lawsuits pose the biggest threat to plan sponsors—and to advisers and consultants, as well. 

The value of delivering advice to participants is not in question, but participants remain fuzzy on what the advice means, and the difference between advice and education, said panelists at...

There is an extensive amount of regulatory rulemaking going on in Washington that could impact retirement plans in the months and years ahead, and major tax reform proposals...

A company CEO’s signature authority for payments from the company’s bank account may make him an Employee Retirement Income Security Act (ERISA) fiduciary.

The Internal Revenue Service (IRS) will host a webinar about defined benefit plan issues on September 18.

Participants of retirement plans sponsored by Acme Building Brands Inc., a subsidiary of Berkshire Hathaway Inc., have sued their employer over changes to benefits.

More retirement plans may get the benefits of collective investment trusts (CITs) under a new Internal Revenue Service (IRS) ruling.

The Internal Revenue Service is holding a “Retirement Plan Hot Topics” webinar September 11.

The retirement plan world of 1974, when the Employee Retirement Income Security Act was passed, is almost unrecognizable to the one we live in. 

A federal bankruptcy judge has affirmed the denial of recovery claims from retirement plan participants who indirectly invested in the now-infamous Bernie Madoff Ponzi scheme.

The Securities and Exchange Commission (SEC) adopted revisions to rules governing the disclosure, reporting, and offering process for asset-backed securities (ABS), as well as new requirements for credit...

The U.S. Solicitor General has filed a brief asking the United States Supreme Court to review parts of a widely followed 401(k) fee litigation case, Tibble v. Edison International.

A court has dismissed a claim that a company violated federal law by not sending a Spanish-language retirement plan document to Hispanic participants.