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DFVC Program Provides Relief Only if Applicable Form 8955-SSA is Filed For Year at Issue
The IRS has issued Notice 2014-35 which provides relief from late-filing penalties from the annual reporting requirements under Form 5500 series with respect to employee benefit plans. Under the...
Treatment of Marriages of Same-Sex Couples for Retirement Plan Purposes
On April 4, 2014, the IRS issued Notice 2014-19, which provides guidance on how qualified retirement plans should treat the marriages of same-sex couples following the Supreme Court’s decision...
Legal Developments in Fiduciary Cases
This week has been a busy week for plan fiduciary cases. First, the Eighth Circuit issued its widely anticipated excessive fee decision in Tussey vs. ABB. Next, the Supreme Court signaled it may be...
US Labor Department Proposes that Service Providers Give Employers a Guide for 401(k) Fee Disclosures
The U.S. Department of Labor on March 11, 2014 requested public comments on a proposed rule that would require pension plan service providers to furnish employers and other plan fiduciaries with a...
IRS Issues Rollover Guidance for Roth Accounts
The Internal Revenue Service has issued guidance for employers whose 401(k) Plans offer Roth accounts for the rules governing rollovers by participants younger than retirement age. The rules for the...
DOL Office of Inspector General: EBSA Needs to Provide Additional Guidance
The AICPA Employee Benefit Plan Audit Quality Center recently issued a summary of the DOL Office of Inspector General’s report: EBSA Needs to Provide Additional Guidance and Oversight to ERISA Plans...
Plan Fiduciary Update: International Paper Settles Suit Over 401(k) Plan
International Paper Co. in Deep Water The Wall Street Journal reported that International Paper Co. agreed to a $30 million settlement in a suit over the company’s 401(k) Plans. The company agreed...
DOL Seeks Input on Lifetime Income Illustrations Plan
As per May 7, 2013 article by Melanie Waddell of AdvisorOne. "We are looking for the best ideas on how to show people what their lump-sum retirement savings look like," says Borzi. The Department of...
403(b) Pre-Approved Plan Program Established
The IRS announced Friday that it will start accepting applications for opinion and advisory letters for prototype and volume submitter 403(b) Plans on June 28, 2013. For plan sponsors with such...
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