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What You Should Be Doing to Prepare for the October 15 Form 5500 Filing Deadline

As the October 15 Form 5500 filing deadline quickly approaches, there are some important items you should address sooner rather than later: Contact your ... read more >

401(k) Plan Sponsors Continue to Face Class-Action Lawsuits

This past June, a $31 million settlement was reached in a class-action lawsuit filed against Massachusetts Mutual Life Insurance Company back in November ... read more >

Form 5500 Extension Date Modified in Highway Funding Legislation

Beginning in 2017, plans that extend their Form 5500 will have an extra month to file. The short-term highway funding extension that President Obama signed ... read more >

New Law Changes Extended Filing Deadlines for Forms 5500 and 8955-SSA

President Barack Obama signed into law legislation that impacts the due date for Forms 5500 and 8955-SSA for plan years beginning January 1, 2016 or later. ... read more >

IRS Emphasizes Hardship Withdrawal Requirements for Plan Sponsors

The IRS may be putting additional focus on the handling of hardship withdrawals for 401(k) plans. In a bulletin dated April 1, 2015, the IRS cautioned ... read more >

When Should You Consider the New Mortality Tables?


By Lara Fuller

Most entities that sponsor defined benefit plans are aware that the Society of Actuaries released in October 2014 updated mortality tables to be considered ... read more >

IRS Announces 2015 Pension Plan Limitations

The IRS recently announced the 2015 cost-of-living adjustments for the annual contribution and other dollar limits affecting 401(k) plans and other retirement ... read more >

Do You Understand What an Audit of Your Benefit Plan Covers?

The answer to this question may not be what you expect. So, your plan is over the threshold of greater than 100 participants, which requires the plan to ... read more >