How SECURE 2.0 Can Help Small Businesses
SECURE 2.0 has several provisions designed to increase retirement plan creation and participation by small businesses, in particular by offering...
Tag: MEPs
403(b) Plans Will Continue to Act More Like 401(k)s with SECURE 2.0 Changes
Plan sponsors offering 403(b) plans may be able to operate them more like 401(k)s after SECURE 2.0, according to experts.
Department of Labor Announces Form 5500 Changes
The changes to 5500 instructions are made annually.
ADP Ruling Includes Cross-Selling Claims Dismissal
The mixed dismissal motion ruling, which sides mostly with the plaintiffs, agrees with the defense that certain data-sharing among providers...
DOL Publishes Informational Copies of 2021 Form 5500
Among other notable changes, the Form 5500 instructions have been amended to make clear that a pooled employer plan is...
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New Provider Partnerships Focus on Collective Plans
Both Transamerica and Fidelity this week announced new collaborations aimed at supporting clients interested in collective approaches to managing their...
PEPs Carry Evolving Fiduciary Risks of Their Own
The legal complexities that emerge when a single employer operates a retirement plan for its own staff are already immense;...
How Will the PEP Market Develop in Early 2021?
One provider getting ready to launch a SECURE Act-enabled pooled employer plan on January 1 expects plan sponsor take-up to...
Excessive Fee, Self-Dealing Charges Filed Against Pentegra-Sponsored MEP
The lawsuit says fiduciaries of the multiple employer plan failed to ensure reasonable fees for administration and investments and acted...
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ERISApedia.com Launches New Edition of ‘Who’s the Employer eSource’
The eSource includes more than 30% new material from the previous edition and the material has been reorganized to make...
Details About SECURE Act’s PEP and Lifetime Income Provisions
Open MEPs are now PEPs, and additional guidance is needed about requirements for PEPs and other provisions of the SECURE...
State of Membership Organizations/Industry Associations Retirement Plans
A look at the setup and features of these plans may offer a clue about how open MEPs sanctioned by...
IRS to Hold Public Hearing About Proposed MEP Rules
Although, the DOL has issued final rules on association retirement plans, some are disappointed that the rules fell short of...
IRS Makes Language Changes to ‘One-Bad-Apple’ Rule Proposal
The IRS says that, as published, its Notice of Proposed Rulemaking (NPRM) contains errors which may prove to be misleading...
IRS Proposes Change to ‘One-Bad-Apple’ Rule for MEPs
Proposed regulations would provide an exception, if certain requirements are met, to a multiple employer plan (MEP) being disqualified due...
Retirement Plan Options for Small Businesses Have Pros and Cons
Small U.S. employers trust the financial services sector for its expertise more than government entities when it comes to administering...
IRI Advocates for Provisions of RESA in Federal Retirement Security Blueprint
In addition, in a new 2019 State Retirement Security Blueprint, the Insured Retirement Institute (IRI) says the creation of state-run...
Open MEPs Will Be a Retirement Plan Market Disruptor
If legislation allowing for open multiple employer plans (MEPs) is passed, it will be a while before implementation, and changes...
DOL Urged to Expand Association Retirement Plan Proposal
Many industry groups that submitted comments to the DOL argued that the plain language of Section 3(5) of the Employee...
DOL Seeks to Expand Access to ‘Association Retirement Plans’
These plans allow small businesses within a business group or association to join together to offer defined contribution retirement savings...