Are you smarter than a plan administrator? *

USA - February 26 2013
We want our employees to make healthy choices so that they will have long and healthy lives (and also to decrease the cost of health benefits). We…

Co-authors: Denise Erwin.

DOL updates it late 5500 correction program *

USA - February 6 2013
Last week, the DOL published a comprehensive update to its Delinquent Filer Voluntary Correction ("DFVC") Program in the Federal Register. A little…

Co-authors: Carrie Elizabeth Byrnes .

DOL clarifies fee disclosures for brokerage windows *

USA - August 21 2012
On May 7, 2012 the DOL issued Field Assistance Bulletin 2012-02, consisting of 38 questions and answers intended to clarify some of the issues raised since the issuance on October 20, 2010 of the final participant fee disclosure regulations (as discussed in our prior post here). 

Co-authors: Carolyn E. Daniels.

Recent guidance on normal retirement age regulations for governmental plans *

USA - May 8 2012
The IRS and Treasury Department recently issued Notice 2012-29, which provides new guidance for the final “normal retirement age” regulations relating to governmental plans.

Co-authors: Edmund Emerson III.