Do They Apply to Your Plans?
In April 2018, new disability benefit claims regulations from the Department of Labor (DOL) went into effect.
The regulations apply to more than just ERISA plans that provide disability benefits in a traditional ...
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Retirement Plans Blog
Plan Loan Correction – Good News From The IRS
In today's episode, we talk about new opportunities from the IRS to self-correct plan participant loan errors, which previously were the fourth most common error found in the IRS's more complex Voluntary Correction ...
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Switching Record-Keepers? Avoid Common Pitfalls
Plan sponsors seriously disadvantage themselves and their plan participants by announcing the migration of their plan from one record-keeper to a new record-keeper before all the conditions for a smooth transition have been fulfilled.
There are ...
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ESOP Distribution: Court Decided Validity
Two questions were at the heart of an retirement plan court case involving an ESOP distribution that was decided in 2018:
When is a retirement plan distribution a distribution?Is a retirement plan distribution subject to state law or the federal ...
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EPCRS Not An Option For Self-Identified Plan Error?
The Employee Plans Compliance Resolution System (EPCRS) is a powerful self-correction tool provided by the IRS, giving plan sponsors the opportunity to right almost any self-identified error under its three component programs. But what about errors ...
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Pension Investing: A Bird’s Eye View, Part II
In Part I of this article, we explained how you, as a retirement plan trustee (or the administrative committee responsible for investing plan assets), can better find your way through the fiduciary forest of competing pension plan investments if ...
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