401(k) plans have been around since 1981; however, the conception for the establishment of such plans was included in the Revenue Act of 1978 whereby Congress
DOL Delays Applicability of Fiduciary Rule, but the Horse is Out of the Barn...
The Department of Labor has delayed by 60 days the applicability date of the long-debated Fiduciary Rule. The rule was to be effective April 10 and now
IRS Issues Documentation Requirements for Employee Benefit Plan Hardship Withdrawals
In a February 23, 2017 memorandum to its agents, the IRS did an about-face regarding the documentation that plan participants must provide to enable them
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
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
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
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.
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