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Employee Benefit Plan Trends

Your resource for EBP knowledge

  • Fiduciary Status: 3(21)ii vs 3(38) December 2, 2019 Like so many other facets of retirement plan management, the role of plan advisors who help you with plan investments is governed by ERISA. And it may seem that many ...
  • How Plan Eligibility Can Help Recruiting December 2, 2019 In a tight labor market, employees may feel more confident about finding another job if they’re unhappy with the one they have. For plan sponsors, 401(k) plan participation eligibility requirements ...
  • Required Minimum Distributions (RMDs) and Lost Participants December 2, 2019 Losing contact with former participants who have vested benefits remaining in your plan can be problematic for both the former participants and the plan sponsor. The issue becomes more urgent ...
  • New Exempt Status Income Threshold Impacts 401(k) Plan Costs October 7, 2019 If your 401(k) plan employer contribution formula for hourly employees includes overtime pay, your plan costs may increase next year — along with your overtime pay outlays. That’s because of ...
  • Risks of Front-Loading Deferrals on Your 401(k) October 7, 2019 Some 401(k) plan participants have been known to shoot themselves in the foot when taking aim at higher investment returns. Some of these individuals may not be open to advice ...
  • IRS and the Self-Correction Program for Plan Failures October 7, 2019 If your plan offers participants a plan loan option and you’re not infallible, here’s some good news: A recent IRS Revenue Procedure allows plan sponsors to jump through fewer hoops ...
  • Will a Merger or Acquisition Effect Your 401(k) Plan? October 7, 2019 ERISA issues and higher costs Is your company contemplating buying another company, or a division of one? If so, be sure to assess and plan for the impact on your 401(k) ...
  • 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 ...
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