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Employee Benefit Plan Trends

Your resource for EBP knowledge

  • 401(k) plan expense categories April 2, 2019 A closer look at 401(k) plan expense categories Keeping a sharp eye on your 401(k) plan’s expenses — a fundamental duty of fiduciaries — can require the use of a magnifying ...
  • Outgrowing 401(k) Matching? April 2, 2019 Have you outgrown the need for matching 401(k) contributions? From time to time, it can be helpful to question the way you’ve been administrating your retirement plan. For example, many plan ...
  • Shift of responsibility on 401(k) breaches April 2, 2019 First Circuit shifts burden of defending a fiduciary 401(k) breach claim A recent ruling could set the stage for a definitive U.S. Supreme Court opinion regarding retirement plan fiduciaries’ liability on ...
  • Proposed IRS regs for hardship 401(k) withdrawals April 2, 2019 How hard should a hardship be to justify a hardship withdrawal from a 401(k) plan? There are more rules than you might think. However, proposed IRS regulations could, according to ...
  • 401(k) Compliance Alert April 2019 March 2, 2019 COMPLIANCE ALERT Upcoming compliance deadlines: 4/1       Initial required minimum distribution for participants who attained age 70½ in 2018 (applies to qualified plans where the participant is at least a 5% owner and ...
  • Failing to enroll eligible employees in your benefits plan February 19, 2019 What to watch out for and how to fix it Administrative glitches are practically inevitable at some point when operating a retirement plan, given the myriad ways things can get off ...
  • IRS OKs student loan debt reduction program linked to 401(k)s February 19, 2019 Student loan debt can be a significant deterrent to many of your employees’ retirement savings efforts — not to mention an anxiety-inducing drag on their productivity. Combining student debt payment ...
  • Retirement plan limits: 2018 vs. 2019 February 19, 2019 The change of the new year also brought some changes in retirement plans for employees. See below for a listing of limit changes happening to plans this year so that ...
  • Are you ready for VCP electronic filing? February 19, 2019 As of April 1, you’ll no longer be able to file paper forms and use paper checks to pay fees under the IRS’s Voluntary Correction Program (VCP). Instead, you’ll have ...
  • COMPLIANCE ALERT February 19, 2019 Upcoming compliance deadlines: 2/15     Quarterly benefit statements due for defined contribution plans with calendar year plans 2/28     Deadline for filing paper 2018 Form 1099 with IRS (electronic filing deadline is March ...
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