Wealth

FYI: Corporate Pension Funding – Is Sooner Better than Later?

FYI: Oregon Rolls Out Retirement Savings Program

FYI: Supreme Court Rules on Church Plan Question

FYI: Canadian Court Won’t Enforce Withdrawal Liability on Canadian Controlled Group Member

FYI Alert: Welfare and Pensions Following the General Election

FYI Alert: DOL Withdraws Guidance on Joint Employers and Independent Contractors 

FYI: DOL Extends Use of ACA Marketplace Notice

FYI Roundup: Recent Research in HR and Employee Benefits 2017 – Spring Edition

FYI: Audits and Other Form 5500 Developments

FYI: Ontario Updates on Pension Plan Funding Rules

FYI: The Pensions Regulator’s 2017 Annual Funding Statement

By and |May 24, 2017|FYI, Publication, UK, Wealth|

FYI Alert: No Further Delay for Fiduciary Rule (for Now) – but DOL Implements Enforcement Lite Approach

FYI: Master Trust Regulation

By and |May 10, 2017|FYI, UK, Wealth|

FYI: Record Keeping – Time for Trustees to Act

By and |May 9, 2017|FYI, UK, Wealth|

FYI: Congress Nixes DOL State-Run Savings Plan Rules

FYI: The Pensions Regulator Consults on its Monetary Penalties Policy and on the Definition of Professional Trustee

By and |Apr 13, 2017|FYI, UK, Wealth|

FYI: Further Detail on the Pensions Advice Allowance

By and |Apr 13, 2017|FYI, UK, Wealth|

FYI Alert: DOL Delays Fiduciary Rule Until June 9

FYI: IRS Confirms More Time for Extended Corporate Returns

FYI Alert: PPF Consults On Third PPF Levy Triennium

FYI: Money Purchase Annual Allowance Reduces to £4,000

By and |Mar 29, 2017|FYI, UK, Wealth|

FYI: Protect Your Members From Scammers

FYI: FASB Issues Final Changes to Presentation of Benefit Cost and Disclosures in Financial Statements

FYI Roundup: Recent Research in HR and Employee Benefits 2017 – Winter Edition

FYI: IRS Releases 2017 Operational Compliance List

FYI Alert: DOL Won’t Enforce Fiduciary Rule’s April 10 Applicability Date

FYI: Puerto Rico Enacts Changes to Rules for Qualified Plans and Trusts

FYI: Revised Rates for the General Levy

By and |Mar 10, 2017|FYI, UK, Wealth|

FYI Alert: How can defined benefit pension schemes be made more secure and sustainable?

By and |Mar 10, 2017|FYI, FYI Alert, UK, Wealth|

FYI: FASB Finalizes Changes to Master Trust Accounting Standards

FYI Alert: Spring Budget 2017

FYI: IRS Increases Flexibility for Substantiation of Hardship Distributions

FYI: Cyclical Automatic Re-enrolment

By and |Mar 3, 2017|FYI, UK, Wealth|

FYI: 2017/18 Earnings Thresholds for Automatic Enrolment

By and |Mar 3, 2017|FYI, UK, Wealth|

FYI Alert: DOL Proposes to Delay Fiduciary Rule

FYI: DOL, PBGC and HHS Increase Penalties for Violations

FYI Alert: SEC Reconsiders CEO Pay Ratio Rule Implementation

FYI Alert: Trump Orders DOL to Re-Examine Fiduciary Rule

FYI Roundup: Retirement Plans – 2017 Winter Recap

FYI: Window for Fixing Current 403(b) Document to Close in 2020

FYI: Salary Sacrifice and Employee Benefit Packages

FYI: Target Date Fund with Annuity that Restricts Transfers May be Prudent Default Investment (but not QDIA)

FYI: DOL Sends Parting Fiduciary Rule FAQs to Service Providers and Consumers

FYI: IRS OKs Use of Forfeitures as QNEC/QMAC/Safe Harbor Contributions

FYI: Proposals to Tackle the Threat of Pension Scams

By and |Jan 17, 2017|FYI, UK, Wealth|

FYI: DOL Finalizes Disability Claims Procedure Rules

FYI: Proposed Mortality Table Updates Slated for 2018

FYI: Implications of Recent Market Conditions for Pension Plan Sponsors

FYI: DOL Green Lights Retirement Programs Run by Cities and Counties

FYI Alert: IRS Proposes Revised Mortality Tables for 2018

FYI Roundup: Labor and Employment Developments – 2016 in Review

FYI: Puerto Rico Treasury Announces Key Benefit Plan Limits for 2017

FYI: Supreme Court to Address Church Plan Definition

FYI: IRS Proposes More Changes to Minimum Present Value Calculations

FYI Roundup: Recent Research in HR and Employee Benefits 2016 – Fall Edition

FYI In-Depth: 2017 Planning for ERISA Multiemployer Defined Benefit Plan Operations

FYI In-Depth: 2017 Planning for Governmental Retirement Plan Operations

FYI In-Depth: 2017 Planning for ERISA Single-Employer Defined Benefit Plan Operations

FYI In-Depth: 2017 Planning for ERISA Single-Employer Defined Contribution Plan Operations

FYI: Market Rate of Return Rule Only Applies to Some PEP Interest – For Now

FYI: DOL Fiduciary FAQs for Advisers

FYI: Agencies Relax Rules for Hurricane Matthew Victims

FYI Alert: IRS Announces Key Retirement Plan Limits for 2017

FYI Alert: IRS Announces Some 2017 Benefit Plan Limits

FYI: IRS Updates Plan Corrections Procedure

FYI Alert: SOA 2016 Mortality Scale Update Points to Lower Liabilities

FYI Alert: PBGC 2017 Premium Rates to Increase

FYI Alert: Social Security Benefits and Taxable Wage Base to Increase for 2017

FYI: PBGC Proposes to Change, Expand Its Missing Participant Program for Terminated Plans

FYI: PBGC Finalizes Reduced Late Premium Payment Penalties

FYI Alert: IRS Extends Temporary Nondiscrimination Relief for Closed DB Plans Through 2017

FYI: DOL Expands Plan Compliance Relief for Louisiana Floods

FYI: IRS Clarifies Minimum Present Value Rules for Partial Annuity Distributions

FYI Alert: IRS Publishes 2017 Mortality Tables – No Change for 2014 SOA Study

FYI: IRS Relaxes Retirement Plan Rules for Louisiana Flood Victims

FYI: IRS Allows “Self-Service” 60-Day Rollover Waivers for Retirement Plan Distributions

FYI Roundup: Recent Research in HR and Employee Benefits 2016 – Summer Edition

FYI: DOL Finalizes Rules for State-Run Retirement Programs

FYI: Changes Proposed to Master Trust Accounting Standards

FYI Roundup: Retirement Plans – 2016 Summer Recap

FYI: Proposed Overhaul of Form 5500 Slated for 2019 Plan Years

FYI: IRS Addresses Questions on Nonqualified Deferred Compensation Plans

FYI Roundup: Labor and Employment Developments 2016 – A Mid-Year Recap

FYI: DOL Increases Penalties for ERISA Compliance Violations

FYI: As Expected, IRS Formally Contracts Its Determination Letter Program

FYI: Brexit: What It Is and Its Impact on Retirement Plans

FYI: PBGC Proposes Multiemployer Plan Facilitated Merger Rules

FYI Roundup: Recent Research in HR and Employee Benefits 2016 – Spring Edition

FYI: No Surprises in IRS Final Roth After-Tax Allocation Regulation

FYI: Puerto Rico Changes Annual Return Filing Requirements for Retirement Plans

FYI: PBGC Announces New Maximum Penalties

FYI: Treasury Finalizes Multiemployer Benefit Suspension Ordering Rule

FYI: GASB 82 Aims to Improve Financial Reporting Consistency for Public Retirement Systems

FYI: Treasury Finalizes Multiemployer Benefit Suspension Regulations

FYI: PBGC Proposes Reduced Late Premium Filing Penalties

FYI: A Plan Sponsor’s Overview of DOL’s Fiduciary/Conflict of Interest Rule

FYI Alert: IRS Reverses Course on QSERP Portion of Proposed Nondiscrimination Regs

FYI Alert: DOL Finalizes Fiduciary/Conflict of Interest Rule

FYI: SEC and DOL See Eye to Eye in Stock-Drop Case

FYI: PBGC Finalizes Changes to 4010 Annual Financial Reporting

FYI: DOL Focuses Audits on Failure to Make Timely Payments to Participants

FYI: Beware FICA Audits, Settlements, and Other Horror Stories

FYI Roundup: Recent Research in HR and Employee Benefits 2016 — Winter Edition

FYI: Refinements Proposed to Multiemployer Suspension Rules

FYI: IRS Proposes Normal Retirement Age Rules for Governmental Plans

FYI: ERISA Plan Cannot Recover Spent Settlement Funds, High Court Rules

FYI Roundup: Retirement Plans – 2016 Winter Recap

FYI: IRS Nondiscrimination Proposal Limits QSERPs, Adds Cross-Testing Option and New Closed Plan Relief

FYI: Mid-Year Safe Harbor Plan Changes

FYI: FASB Issues Proposed Changes to Presentation of Benefit Cost and Disclosures in Financial Statements

FYI In-Depth: 2016 Planning for ERISA Multiemployer Defined Benefit Plan Operations

FYI: Effect of Fed Interest Rates and Market Results on Pension and OPEB Plans

FYI: Church Plans Update

FYI: PBGC Finalizes Multiemployer Partition Rules