Compliance
Trends
IRS Announces FY 2021 Examination Priorities
RMDs in large DB plans and participant loans are among the items the agency says it will target in compliance initiatives.
The Errors in One’s Ways
How advisers can keep plans on the federal agency rails.
Servicing Strategies
Products
Products
Compliance
Compliance When It’s Tough
Advisers should scope out any plan errors to keep their clients on course.
ERISApedia Releases Compliance Source About Plan Corrections
The eSource walks retirement plan professionals through the available corrections and offers practical suggestions.
Segal Group Offers Calendars to Help Retirement Plan Sponsors With Compliance
The firm has published 2019 Reporting & Disclosure Calendars for multiemployer and single employer benefit plans.
DOL Grants Relief to Benefit Plan Sponsors in California Wildfire Territories
The agency says it recognizes that these wildfires may impede efforts by plan fiduciaries, employers, labor organizations, service providers, and participants and beneficiaries to comply with the Employee Retirement Income Security Act (ERISA) over the next few months.