Insights


Showing entries with the topic “Legislative/Regulatory”.

Show all >


17

May 2019

Interest Rates: Lower for Longer

Following a seven year period of no interest rate hikes coming out of the 2008 recession, the Fed has been slowly and steadily raising rates since 2015. We explore why interest rates may remain low, or potentially go lower, in the near future.

Read more

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.

Read more

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…

Read more

23

Jan 2019

2019 401(k) ERISA Retirement Plan Calendar

The 2019 401(k) ERISA Retirement Plan Compliance Calendar highlights the critical compliance deadlines for ERISA 401k(k) 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 addi…

Read more

12

Nov 2018

Compliance Alert: The New Hardship Regulations are Here!

As you may be aware from our prior Top of Mind blog entry, the Bipartisan Budget Act of 2018 (more commonly known as the tax reform bill) changed a number of hardship distribution provisions, effective 1/1/2019, that would be applicable to all plans that permit distributions on account of hardship.

Read more