Compliance

Noteworthy about the case is that a challenge to fees provided to the recordkeeper via an arrangement with Financial Engines is filed against the plan sponsor and not...

Until the final rule’s publication in the Federal Register, the exact details and length of the second enforcement delay will remain unclear, but industry reports are widely discussing...

The GOP tax reform proposal leaves 401(k) deferrals alone, but there are other significant reforms in the package that would change the treatment of hardship withdrawals and in-service...

The agency has relaxed loan and hardship distribution rules.

Among its list for retirement plans are projects for which guidance has been long-awaited from the agencies.

Early interpretation of the 500 page tax legislation released by majority Republicans suggests the treatment of retirement account salary deferrals will largely be left alone.

In response to a private letter ruling from the IRS, ICMA-RC will provide its public-sector clients with a model 457(b) plan document incorporating auto enrollment based on the...

The EEOC recently held a hearing to discuss changes that could improve older worker employment.

The Treasury Department believes that if an expert was certified to assess the viability of annuity providers, retirement plan sponsors would be more inclined to offer in-plan guaranteed...

The agency says a receptionist was fired four days after her 65th birthday due to a company policy that mandated retirement at age 65.

Neither Xerox nor Financial Engines were acting in a fiduciary capacity relating to their fee arrangement, a court found.

IRS says missed repayments can be addressed in the following quarter or that participants can refinance a loan, but that it will still be due on the original...

With life expectancies declining slightly, pension plan obligations are reduced between 0.7% and 1.0%, the Society of Actuaries says.

The contribution limit for employees who participate in 401(k), 403(b), most 457 plans, and the federal government’s Thrift Savings Plan is increased from $18,000 to $18,500.

Panelists at the 2017 PLANADVISER National Conference discuss the state of litigation in the retirement plan industry and lessons learned by lawsuit filings and court decisions.

The district court decision spells out a number of caveats impacting this type of ERISA litigation, explaining why it is dismissing some claims while permitting others to go...

“By providing an alternative dispute resolution option for employers who sponsor ongoing and terminated plans, we expect to save time and money for both the government and our...

Not only does the lawsuit claim ConocoPhillips stock does not meet ERISA’s definition of “employer securities,” but it says participants suffered millions of dollars in losses as the...

Discussion in the new appellate decision lays out some important distinctions regarding the initial district court’s decision to dismiss the lawsuit, weighing arguments of standing and mootness.

The association claims OregonSaves’ reporting requirements obstruct ERISA.