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Caution Tape Ahead- the IRS Just Tightened Both EPCRS & the Employee Plans Enforcement Guidelines
Plan Sponsors (and advisors) beware - the IRS continues to signal an increased focus on good internal controls, especially with ...
Sep 30, 2016
4 min read
10 Questions to Ask Before Signing That New Service Agreement
āAttached is Our Standard Service Agreement...āSound familiar? If not, it may shortly ā it is widely expected that retirement plan ...
Sep 30, 2016
6 min read
Continued Efforts Required to Avoid 1094-C/1095-C Tax Penalties
The initial Forms 1094-C/1095-C filing season is finally behind us. Unfortunately, if youāve discovered errors ...
Sep 15, 2016
4 min read
Fee Litigation Cases Go to School as Universities Are Sued
For some years, section 401(k) plans sponsored by for-profit corporations have been the subject of lawsuits claiming that the ...
Sep 15, 2016
4 min read
Evan Giller to Speak on Independent Third Party Audits
Evan Giller will co-present on the topic Independent Third Party Audits ā Why a 403(b) Audit is not a 401(k) Audit, at a webinar hosted...
Sep 1, 2016
1 min read
The New Fiduciary Rule from the Department of Labor:How Will It Affect Plan Sponsors?
Overview Itās not everyday that a change in the laws governing retirement plans makes front page news, but itās not...
Aug 31, 2016
5 min read
Executive Summary Introduction to Retirement Plan Committee Charters
This memo is intended to provide basic guidance on these issues, but is not intended to provide legal advice as to any particular ...
Aug 31, 2016
3 min read
Do You Need to Amend Your Retirement Plan by 12/31/2016?
Although this sounds like a simple question, as with most questions involving qualified plans, the answer is not that ...
Jul 31, 2016
4 min read
EEOC Issues Final Rules on Wellness Incentives Under ADA and GINA
On May 17, 2016, the EEOC issued both a Final Rule under Title I of the Americans with Disabilities Act (ADA) (ADA ...
Jul 31, 2016
4 min read
August 2016 Benefits News
EEOC Issues Final Rules on Wellness Incentives Under ADA and GINA Kathleen Salas Bass On May 17, 2016, the EEOC issued both a ...
Jul 31, 2016
7 min read
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