Compliance

Two senior U.S. senators are petitioning the government agencies that oversee qualified retirement plans to more actively protect pension plan participants’ rights during pension risk transfers.

The Internal Revenue Service (IRS) announced cost of living adjustments affecting dollar limitations for retirement plans, as well as other retirement-related items for tax year 2015.

The Social Security Administration (SSA) has announced a 1.7% benefit increase for 2015.

The U.S. Supreme Court announced early this month that it would review parts of an important 401(k) fee litigation case, Tibble v. Edison, sparking intense debate across the retirement planning...

A federal district court judge has found a participant in the UBS Savings and Investment Plan (SIP) lacks standing to sue regarding the offering of UBS company stock...

As lawsuits over share classes move forward, can the investment policy statement (IPS) help the plan sponsor avoid litigation?

Another federal appeals court has ruled employers can eliminate retirement plan transfer provisions allowing employees to move assets from a defined contribution plan to a defined benefit plan.

Participants in the Citigroup 401(k) plan can move forward with their claims plan fiduciaries violated the Employee Retirement Income Security Act (ERISA) by offering affiliated funds in the...

 The U.S. Supreme Court’s decision to review parts of Tibble v. Edison International could have...

The Internal Revenue Service (IRS) has announced updated Web pages, checklists and fix-it guides to aid employers in operating their plans and correcting mistakes.

The law firm of Schlichter, Bogard & Denton says the U.S. Supreme Court has agreed to review the closely followed 401(k) fee litigation case, Tibble v. Edison International.

John Hancock has ultimately been found not to be a fiduciary in a case alleging it charged excessive fees for investments offered in two Employee Retirement Income Security...

Sponsors of hybrid retirement plans for employees now have clarity about how to credit interest to these plans.

A new strategy outline issued by the American Benefits Council (ABC) suggests the advocacy group will work to achieve public policy reform that more closely unifies health care...

Fees assessed in a retirement plan can have many different shapes and sizes, pointed out Vincent Morris, president of Bukaty companies and moderator of a PANC 2014 panel...

The Internal Revenue Service (IRS) has created a guide for retirement plan sponsor reporting and disclosure responsibilities.

The Internal Revenue Service (IRS) has issued final regulations for hybrid retirement plans.

The Internal Revenue Service (IRS) has provided rules for allocating pre-tax and after-tax amounts among distributions that are made to multiple destinations from a qualified plan described in...

A recent U.S. Senate Finance Committee hearing covered numerous retirement-related topics, including proposals to streamline plan-testing requirements and others that could radically change defined contribution (DC) plans.

Fee lawsuits pose the biggest threat to plan sponsors—and to advisers and consultants, as well.