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Employee Benefit Plan Trends

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  • Compliance Alert 2019 August 5, 2019 COMPLIANCE ALERT Upcoming compliance deadlines: 9/16*   Extended deadline for S corporation tax returns (IRS Form 1120S) 9/16*   Extended deadline for partnership tax returns (IRS Form 1065) 9/30     Summary Annual Report (SAR) due for Form ...
  • De-risking the Defined Benefit Pension Model August 5, 2019 Private sector employers have been retreating from the defined benefit (DB) pension model for decades. This is largely motivated by a desire to “de-risk” the company from a financial obligation ...
  • “Alts” in Retirement Plans? August 5, 2019 Are your plan participants gaining the benefit of a truly broad diversification of retirement portfolio assets? The answer might depend on whether they’re covered by a defined benefit (DB) plan ...
  • How to Train Retirement Plan Committee Members July 25, 2019 Learning the ropes of overseeing a retirement plan isn’t a “one and done” exercise. Periodic training updates for retirement plan committee members acting in a fiduciary capacity is a prudent ...
  • EBP June/July Compliance Alert June 4, 2019 Upcoming compliance deadlines for benefit plans: 6/30*   Deadline for processing corrective distributions for failed actual deferral percentage / actual contribution percentage (ADP/ACP) tests from plans with eligible automatic contribution arrangements (EACAs) ...
  • Qualified Domestic Relations Order (QDRO) June 4, 2019 What makes a domestic relations order a qualified domestic relations order, or QDRO? The distinction is essential for retirement plan administrators when deciding whether to accept a state court’s instructions ...
  • ERISA plan differentiation June 4, 2019 Not every plan that benefits retirees is an ERISA plan The fact that a compensation arrangement can provide a substantial source of income in retirement doesn’t make it subject to ERISA. ...
  • ERISA disclosure 101: plan sponsor obligations June 4, 2019 Qualified retirement plan sponsors are subject to many disclosure requirements. Here’s a “top ten” (and thus incomplete) list of key required defined contribution plan disclosure documents from the Department of ...
  • Help retirees plan retirement spending June 4, 2019 Long after defined benefit (DB) plans became scarce in the private sector, many employees still mourn their departure. With DB plans, participants are given an estimate of their monthly benefit ...
  • 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 ...
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