Compliance

Proposed rules in January provided nondiscrimination testing relief.

Many witnesses agreed that any open MEP legislation should not be overly burdensome and should not include the "one bad apple" rule.

A group of Senators are putting aside party divisions to introduce the Retirement Savings Lost and Found Act. 

Empower will work in conjunction with SPARK to develop an industry-wide forum in which members could build a set of agreed-upon priorities.

Plaintiffs in the suit contend plan fiduciaries did not follow ERISA, then claimed "church plan" status when announcing the plan would be terminated.

Industry experts present new solutions, and a few reforms, for coaxing Americans to save for retirement.

MassMutual has agreed to pay $30.9 million to former and current participants of the MassMutual Thrift Plan and the Massachusetts Mutual Life Insurance Co. Agent Pension Plan.

The IRS has announced a new strategy for retirement plan compliance efforts. What should plan sponsors do to prepare for their next compliance check questionnaire?

The final fiduciary rule is out, so what do you need to know? And, just as important, what can you do right now to prepare?

Litigation is the main concern for DC plan sponsors right now.

Following the firm’s open letter to Congress, it is working with key Senate and House members to submit a bill.

PBGC is adjusting the way DB plans use interest rate assumptions to value and pay benefits.

New guidance from the IRS details when and how defined benefit annuity payments are taxed when retirement comes in steps.

The 2nd Circuit used the same logic in prior decisions to determine plaintiffs had not proven Lehman plan fiduciaries violated the Employee Retirement Income Security Act (ERISA).

However, the committee made another suggestion assuming "there will be no IRS change of heart."

Two national insurance advocacy groups have “reluctantly” joined the growing list of plaintiffs asking the federal courts to declare the DOL’s new fiduciary rule arbitrary and capricious. 

A new “church plan” lawsuit argues an employer improperly claimed church plan status for its pension—and more fundamentally that church plans themselves may violate the First Amendment to...

The firm will compensate certain clients for a proxy voting error the firm made in connection with the leveraged buyout of Dell, Inc. in 2013. 

The investment management firm notes that nearly 40% of working households do not have access to a retirement plan.

The National Association for Fixed Annuities filed a complaint in district court to “challenge and vacate the Department of Labor’s final fiduciary regulations.”