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Department of Labor Finalizes Electronic Disclosure Rules

Following up on their proposed regulations from October 2019, the Department of Labor (“DOL”) on May 21, 2020 issued final regulations regarding the

Tips and Tricks to Ensure You’re Ready for Your Employee Benefit Plan Audit

Many benefit plans subject to ERISA that have a December 31 year-end file an extension, and delay issuing financial statements and filing the Form 5500
Jeanne Barrett | 4.13.2020

Form 5500 Filing Relief for Filings Due Before July 15, 2020

The IRS issued Notice 2020-23 which includes Form 5500, Annual Return/Report of Employee Benefit Plan due to be filed between the period April 1, 2020

Extensions for Form 11-K Filings as a Result of COVID-19

In response to the pandemic caused by COVID-19, on March 4 the Securities and Exchange Commission (SEC) enacted reporting relief from certain provisions

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Jenna Zelenski | 1.24.2020

2019 Mortality Table and Improvement Scale Updates

The Society of Actuaries has been updating the mortality improvement scale on an annual basis since 2014. As a result, Scale MP-2019 represents the most
Donna Wolfson | 11.7.2019

U.S. Department of Labor Proposes New Electronic Disclosure Rule

On October 22, 2019, the Department of Labor (DOL) proposed new regulations giving employers a new safe harbor regarding the electronic delivery of required
Benefits, ERISA
Tim Martin | 10.9.2019

Changes Coming Soon to MEPs, Other Legislative Developments Anticipated

Subsequent to its October 2018 proposed directive, the Department of Labor (DOL) revealed a final ruling on July 29 that will expand access to multiple
Justin Mudryk | 10.8.2019

Employee Benefit Plans Can Do More Than Satisfy Regulatory Requirements

While some believe that an employee benefit plan audit is obtained simply to satisfy a regulatory requirement, there are certain areas in which an employee

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Jill Lucas | 9.27.2019

IRS Determination Letter Program Expansion

Effective January 1, 2017, the Internal Revenue Service (IRS) and Department of the Treasury issued an update stating that employee benefit plans would
Alexander Papson | 9.17.2019

The Importance of Implementing Retirement Plan Best Practice Standards

The relevance of fiduciary best practice standards for retirement plan sponsors is rather intuitive, given that legal and performance pressures endured

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