Tag: Plan Documents

The U.S. Department of Labor's Employee Benefits Security Administration has released to the public online datasets of Form 5500 annual report/returns for approximately 800,000 retirement, health, and other...

A bill has been introduced in the U.S. House that would change how qualified retirement plans perform non-discrimination testing.

The Internal Revenue Service (IRS) is offering a way for 403(b) plan sponsors to feel secure, until the new 403(b) Prototype Program begins, that their plan documents will...

Employee benefits software provider ftwilliam.com has released a Spanish language version of the summary plan description (SPD) for its defined contribution plans.

The 8th U.S. Circuit Court of Appeals has vacated a district court's dismissal of a suit alleging Wal-Mart Stores, Inc. breached its fiduciary duties to 401(k) participants by...

MG Advisory Services, LLC, a provider of products and services to financial advisers, broker/dealers, and TPAs, has expanded its RetireTool(k)it product to include plan proposals explaining the open-architecture...

U.S. Department of Labor (DoL) officials have cautioned plan administrators that they should not share their PIN numbers for the EFAST2 electronic document filing system.

The Department of Labor's Employee Benefits Security Administration (EBSA) has issued additional guidance in response to questions from plans and service providers on the requirements for reporting service...

Newkirk announced the availability of a plan communications solution designed both to lower provider costs and to satisfy more demanding notice and educational requirements.

Redefining defined contribution (DC) plans will dramatically improve outcomes for plan sponsors and participants, according to a new white paper released by Prudential Financial.

For plan years beginning in 2009, the Department of Labor (DoL) has revised the fee disclosure schedule for Form 5500.

Have a question about electronically filing a Form 5500 report on the Department of Labor (DoL) Web site?

Rules barring participants from making 401(k) contributions for six months after taking a hardship withdrawal should be eased to help employees more quickly recover a more substantial retirement...

As the nation turns its attention to the three-day Labor Day weekend, the White House is talking about retirement security. 

Despite the tough economy, nearly nine in 10 employees are planning to maintain or increase the number of benefits they select and/or their coverage for next year, according...

Once two 401(k) plan administrators learned a dead participant’s common-law spouse was legally validating her marital status, the plans should have postponed distribution of the participant’s balance until...

A federal judge in Massachusetts has ordered the sponsor of a master plan to strike a clause in its plan documents relieving the trustee of the duty to...

A sample plan amendment to suspend safe harbor non-elective contributions was released by ftwilliam.com, a plan document, government forms, and administration software provider.

Diversified Investment Advisors unveiled a plan review document to help plan sponsors keep track of their plans' effectiveness.