<span style="color: rgb(120, 92, 165); font-family: arial;">401(k):</span> New Proposed Securities Legislation Could Affect 401(k) Participants’ Rights
Most pension rights advocates would agree that the recent stream of trending events has not been especially favorable to participants and beneficiaries in 401(k) plans. […]
<span style="color: rgb(120, 92, 165); font-family: arial;">401(k):</span> IRS Revamps Plan Document Approval Process
As you are probably aware, effective January 1, 2017, the IRS made sweeping changes to its rulings and determination letter program for qualified plans. The […]
<span style="color: rgb(120, 92, 165); font-family: arial;">401(k):</span> IRS Considers Expanding Determination Letter Program in 2019 for Certain Individually Designed Plans
Background In 2017, the IRS made sweeping changes to its rulings and determination letter program for qualified plans. The most striking change was the elimination […]
<span style="color: rgb(120, 92, 165); font-family: arial;">401(k):</span> What’s in a Name? IRS Changes Terminology for Preapproved Plans
In 2017, the IRS made sweeping changes to its rulings and determination letter program for qualified plans. The most striking change was the elimination of […]
<span style="color: rgb(120, 92, 165); font-family: arial;">401(k):</span> Let Us Observe a Moment of Silence for the Fiduciary Rule
On May 7, 2018, the U.S. Department of Labor (“DOL”)’s controversial “Fiduciary Rule” – long the bane of the ERISA financial services industry – was […]
<span style="color: rgb(120, 92, 165); font-family: arial;">401(k)</span> 2018 Inflation Adjustments
The IRS has provided 2018 inflation adjustments that could impact certain dollar limits that apply to 401(k) plans. An overview of the guidance on the 2018 […]
<span style="color: rgb(120, 92, 165); font-family: arial;">401(k)</span> Adoption Date Extended for Defined Contribution Pre-approved Plans
The IRS has extended the deadline from Sunday, April 30, 2017, to Monday, May 1, 2017, for certain employers to adopt defined contribution pre-approved plans […]
2016 Form 5500 – Advance Informational Version Available
The U.S. Department of Labor along with the IRS and the Pension Benefit Guaranty Corporation has released advance informational copies of the 2016 Form 5500 and […]
<span style="color: rgb(120, 92, 165); font-family: arial;">401(k)</span> 2017 Inflation Adjustments
The IRS has provided 2017 inflation adjustments that could impact certain dollar limits that apply to 401(k) plans. An overview of the guidance on the 2017 […]