Recent surveys by the ASPPA College of Pension Actuaries as well as other organizations are showing a large increase in the number of cash balance plans
ESOP Plans, Are You Exercising All of Your Fiduciary Responsibilities?
More and more companies continue to move to an Employee Stock Ownership Plan (ESOP) structure. With each of these transactions comes new fiduciary responsibility.
The Internal Revenue Service announced cost-of-living adjustments affecting dollar limitations for pension plans and other retirement-related items for
A Few Reminders from the DOL on Appropriate Plan Operations
Often, some of the most helpful tools can be hiding in plain sight! The United States Department of Labor has an informative Frequently Asked Questions
The Importance of Hiring a High-Quality Auditor for Your Employee Benefit Plan
This week, the Department of Labor (DOL) began issuing formal notifications to companies regarding the importance of selecting a qualified CPA firm that
Society of Actuaries Issues Updated Mortality Improvement Scale
On October 8, 2015, The Retirement Plans Experience Committee (RPEC) of the Society of Actuaries released an updated mortality improvement scale called
Recent Guidance for Retirement Plan Sponsors: Revenue Procedure 2015-28 and the EPCRS
The Employee Plans Compliance Resolution System (EPCRS) sets forth a complex and comprehensive set of guidelines for retirement plan sponsors to follow
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