Here we present end-to-end coverage of the 2017 PLANSPONSOR National Conference, held last week in Washington, D.C. The three-day event featured speakers from the DOL, top ERISA law firms and plan providers, as well as high-performing plan sponsors from across the U.S. Read the highlights below.
Expert speakers at PSNC 2017 freely admitted this is a vexing and even a bit frustrating time from the perspective of trying to get in front of potential major regulatory and legislative change.
Read more >
The concept of re-enrollment should be an exciting one from the perspective of plan sponsors—a strategy that adds another layer of control and sophistication to a defined contribution retirement plan.
Read more >
As part of an excessive fee lawsuit against Shell Oil, Fidelity was named as a defendant and accused of breaching its fiduciary duties by sharing participant data with affiliates for solicitation of other products.
Though retirement plans can allow individuals to self-certify that they qualify for a penalty-free coronavirus-related distribution, should the IRS discover otherwise during a future audit, a participant can be subject to substantial penalties.