What: In 2012, Department of Labor (DOL) rules went into effect requiring plan administrators of ERISA-covered plans with participant-directed investments to make specified disclosures of plan fee and investment information to:
Active ...
[Read more] about ERISA-Covered Plan Investment And Fee Disclosures To Participants: The What, Who, And How
Resources
ERISA Section 404(c) Compliance Alert
Do you have a defined contribution plan that allows participant-directed investments? If so, read on.
Participants generally will be responsible for the investment results of their accounts if the applicable regulations under ERISA ...
[Read more] about ERISA Section 404(c) Compliance Alert
Before You Throw That Switch – Blackout Period Notice Requirements
In the wake of the Enron situation, Congress passed a law containing blackout period requirements that apply to all defined contribution retirement plans. Blackout periods (times when participants lose control over their accounts) can occur for a ...
[Read more] about Before You Throw That Switch – Blackout Period Notice Requirements
Cafeteria Plans: Are You Serving “Taxic” Waste To Your Employees?
Employers may be very surprised to discover that they have a cafeteria plan and do not even know it, or that they have a cafeteria plan that improperly offers certain benefits to their employees. As a result, they are serving their employees "taxic" ...
[Read more] about Cafeteria Plans: Are You Serving “Taxic” Waste To Your Employees?
Confused by the terminology? Check our Glossary of Terms