403(b) Curriculum Library


Showing entries with the topic “Legislative/Regulatory”.

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18

Mar 2019

403(b) Retirement Plan Fee Litigation: An Update

More than 20 private universities and five healthcare systems have been sued over retirement plan fees since 2016, making fee litigation an important topic for retirement plan sponsors. We review the common claims of the suits and provide an update on the status of each.

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23

Jan 2019

2019 403(b) Compliance Calendar

The 2019 Retirement Plan Compliance Calendar highlights critical compliance deadlines for defined contribution retirement plans. While we have covered all of the major dates, some may only apply to particular plan types (and are noted accordingly) and there may be additional deadlines for specific p…

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18

May 2018

Multiple Employer Plans (MEPs): Important Considerations

MEPs have been in the news lately, particularly as plan sponsors seek to protect themselves from litigation related to fees and fund offerings by joining forces with other employers to achieve economies of scale. What must employers consider before joining an MEP?

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26

Feb 2018

Tax Reform, Pass-Throughs and Retirement: What Does It All Mean?

The recently enacted tax reform legislation has prompted a great deal of focus on pass-through entities. And for good reason: the pass-through provision affects many types of entities from a tax perspective, and may also have an impact on retirement plans.

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09

Feb 2018

Compliance Alert: Retirement Plan Surprises in the Budget Bill

In order to provide spending to keep the government operating and avoid another government shutdown, President Trump signed the Bipartisan Budget Act of 2018 on February 9, 2018 (the government was technically shut down for several hours).  While this piece of legislation was not remotely relat…

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