Technical Resources

Technical Resources covers the nuts and bolts of the retirement plan market, focusing on IRS and DOL regulations, ERISA litigation, fiduciary governance and more.

 

 


Technical Resources

Technical Resources

By John Iekel 3/15/2018 • 0 Comments

The IRS on March 14 announced that it is retroactively cutting the user fee involved in using Form 5310, Application for Determination for Terminating a Plan. READ MORE

By John Iekel 3/15/2018 • 0 Comments

A recent blog post argues that it is wise for plan fiduciaries to be aware of the importance of plan documents in meeting their fiduciary duties. READ MORE

By Nevin Adams 3/15/2018 • 0 Comments

The fiduciary rule kept its winning streak intact in the first ruling by a federal appellate court. READ MORE

By Nevin Adams3/15/2018 • 0 Comments

Another state-run IRA retirement plan for private sector workers is gearing up to go live. READ MORE

By John Iekel 3/14/2018 • 0 Comments

The Joint Select Committee on Solvency of Multiemployer Pension Plans held its first meeting, an organizational business meeting to consider committee rules, on March 14. READ MORE

By Nevin Adams 3/14/2018 • 0 Comments

The IRS has responded to the American Retirement Association’s comment letter on the significant changes to the pricing structure for the Voluntary Compliance Program (VCP) — but it’s not very responsive. READ MORE

By John Iekel 3/12/2018 • 0 Comments

The PBGC has proposed a rule that would conform its regulations to changes in the phase-in rules for owner-participants under the Pension Protection Act of 2006. READ MORE

By John Iekel 3/12/2018 • 0 Comments

The PBGC provides a listing by state of the number of retirees to whom it provided benefits in 2017, as well as how much it provided; it breaks down state data on recipients and benefits paid by congressional district as well. READ MORE

By Nevin Adams 3/12/2018 • 0 Comments

Last fall, the FBI raided the offices of Vantage Benefits Administrators “amid concerns that money may be missing from retirement accounts the company manages.” Lawsuits brought by plans affected by the fraud now shed light on what went on. READ MORE

By John Iekel 3/9/2018 • 0 Comments

The DOL’s Employee Benefit Security Administration argues that audits, unwelcome though they may be, actually can be beneficial for a plan. READ MORE

By John Iekel 3/9/2018 • 0 Comments

A recent GAO study examines the challenges plan administrators face when dealing with lost plan participants and reporting foreign retirement savings, and reviews steps federal agencies might take to help. READ MORE

By Nevin Adams 3/9/2018 • 0 Comments

There’s a new proposal being floated that proponents say would “increase retirement income security and reform Social Security.” And yes, a mandate is involved. READ MORE

By John Iekel 3/9/2018 • 0 Comments

The IRS on March 9 said that it plans to issue opinion and advisory letters for certain master and prototype and volume submitter DB plans that were restated for changes in plan qualification requirements. READ MORE

By Andrew Remo3/9/2018 • 0 Comments

In a rare moment of bipartisan cooperation, the Senate Finance Committee leaders — Chairman Orrin Hatch (R-UT) and Ranking Member Ron Wyden (D-OR) — have reintroduced the Retirement Enhancement and Savings Act. READ MORE

By John Iekel 3/7/2018 • 0 Comments

Major employers are among those that have increased their retirement benefits in the wake of the enactment of the Tax Cuts and Jobs Act (TCJA), according to a recent report. READ MORE

By John Iekel 3/7/2018 • 0 Comments

The IRS on March 2 issued an updated version of Publication 575, “Pension and Annuity Income.” It is to be used in preparing 2017 income tax returns. READ MORE

By John Iekel 3/7/2018 • 0 Comments

Senate Majority Leader Mitch McConnell (R-KY) in remarks on the Senate floor on March 6 cited increased retirement benefits as one of the results of enacting the Tax Cuts and Jobs Act of 2017. READ MORE

By ASPPA Net Staff3/5/2018 • 0 Comments

Legislation has been introduced to address the proliferation of small accounts its sponsors say costs Americans billions of dollars every year in lost savings because of cash-outs and redundant fees — and lost savings from missing accounts. READ MORE

By ASPPA Net Staff3/5/2018 • 0 Comments

The first of the state-run retirement IRA programs for private sector workers to come online has topped the million-dollar asset threshold. READ MORE

By John Iekel 3/5/2018 • 0 Comments

A recent analysis discusses the importance of plan monitoring and offers tips and ideas on designing a process and procedures for monitoring the way a plan and its funds are managed. READ MORE

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