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Employee Benefit Plan Trends

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  • How does the CARES ACT affect my Qualified Retirement Plans? April 1, 2020 On March 27, 2020, the United States Congress passed the Coronavirus Aid, Relief, and Economic Security Act (the Cares Act or Act) as a response to the global pandemic COVID-19. ...
  • How The SECURE Act Affects Employee Benefit Plans January 3, 2020 Part of the federal budget bill signed into law in December included the SECURE Act, which, in addition to modifying some of the timing and structure for IRA accounts for ...
  • 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) ...
  • 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 ...
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