Compliance

Charles David Snyder, fiduciary to the Cleveland-based Attevo 401(k) retirement plan, has been ordered by a judge to restore $143,481.42 to the plan.

A lower court applied the wrong standard when determining that R.J. Reynolds Tobacco Company (RJR) proved its fiduciary breach did not cause losses to retirement plan participants, an...

The complexity of Social Security benefit formulas and insecurity about the program’s solvency make it difficult for individuals to factor it into their retirement income planning.

The Internal Revenue Service (IRS) will host a defined benefit plan termination webinar on August 14 at 2 p.m. Eastern Standard Time.

Annual filings always bring a swirl of activity, and July 31 is no different. It also brings a cloud of confusion for plan sponsors, according to Form 5500...

The Department of Labor’s Employee Benefits Security Administration (EBSA) will conduct a webcast for small businesses and their retirement benefit services providers on August 6.

The Social Security Board of Trustees reports the combined asset reserves of the Old-Age and Survivors Insurance, and Disability Insurance (OASDI) Trust Funds are projected to become depleted...

The Senate’s Health, Education, Labor and Pensions (HELP) Committee advanced a bill seeking to better define rules for protecting pension assets when companies downsize or close.

New Securities and Exchange Commission (SEC) rule amendments establish structural and operational reforms aimed at addressing “run risks” in money market funds.

Choosing the right share class needs careful consideration as the Department of Labor (DOL) is paying more attention to investment menu options.

The Defined Contribution Institutional Investment Association (DCIIA) encourages plan sponsors and advisers to take steps to provide lifetime income solutions to their retirement plan participants based on new...

A federal appeals court has revived a stock drop case, filed against oil company BP Plc, based on a new precedent set by the U.S. Supreme Court.

Several proposed tax reforms would restructure how retirement vehicles are taxed and could negatively impact retirement plans in a number of ways.

Retirement plan sponsors and advisers should become familiar with laws covering employees who have served, or are serving, in the military to ensure compliance with plan administration rules,...

About 30 investment firms and other parties responded to the Securities and Exchange Commission’s latest call for comments about a still-pending 2010 proposal to strengthen target-date fund disclosures.

“You can’t guarantee yourself a win,” says employee benefits lawyer David Weiner, describing claims appeals and litigation involving missing retirement plan participants, “but you can guarantee a loss.”

Now that the White House has taken a hand in the redrafting process, it’s anyone’s guess whether the Department of Labor (DOL) will come out with a proposal...

An investigation by the U.S. Government Accountability Office (GAO) recently identified questionable practices of companies that offer retirees pension advances.

The Department of Labor (DOL) wants to ensure that plan fiduciaries fully understand fee information they receive.

The Internal Revenue Service (IRS) has moved back the date of a phone forum on same-gender couples and retirement plans to July 17.