Tag: retirement plan regulations

A memo to examiners lists actions 403(b) plan sponsors should take to locate missing participants in order not to be challenged on violating RMD rules.

However, the agency says it is uncommon for it to assess information penalties.

The total amount of net plan assets determines the applicable user fee now, not the number of participants.

The calendars summarize the annual compliance requirements and disclosure obligations that retirement and health plan sponsors need to know.

The 2017 RA List is light on items.