Employers should review how plan documents define spouse in light of recent benefits litigation *

USA - April 29 2013
Two recent cases challenging benefit eligibility for same-sex spouses highlight the need for employer-sponsored retirement and welfare plans to…

Co-authors: Todd A. Solomon, Jacob Mattinson, Brian J. Tiemann.

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IRS updates employee plans compliance resolution system *

USA - January 14 2013
The Internal Revenue Service (IRS) recently updated the Employee Plans Compliance Resolution System (EPCRS), the comprehensive system of correction…

Co-authors: Mary K. Samsa, Kary Crassweller.

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Participant fee disclosure: top 10 list of issues to consider *

USA - July 12 2012
The new 401(k) participant fee disclosure rules issued by the U.S. Department of Labor require plan administrators with calendar year plans to send disclosures to plan participants by August 30, 2012.

Co-authors: Todd A. Solomon, Natalie M. Nathanson, Nancy S. Gerrie.

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New DOL guidance amplifies participant fee disclosure rules *

USA - June 12 2012
For most defined contribution plans, initial annual fee disclosures are due to participants by August 30, 2012. 

Co-authors: Elizabeth A. Savard, Karen A. Simonsen.

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DOL issues electronic guidelines for new 2012 participant investment and fee disclosures *

USA - February 15 2012
The U.S. Department of Labor recently issued guidelines for the electronic distribution of mandatory investment and fee disclosures for participants in self-directed account plans subject to ERISA.

Co-authors: Diane M. Morgenthaler, Susan Peters Schaefer.

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