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Deadline Looming in the Distance for 403(b) Plans: What Plan Sponsors Should Be Doing Now

USA - June 5 2018 Last year when the IRS announced that the initial remedial amendment period for 403(b) plans will end March 31, 2020, the natural reaction to this…

IRS Views on Self-Certification of Financial Hardship

USA - March 15 2017 In today’s virtual world, we suspect most plan sponsors rely upon the self-certification process to document and process 401(k) distributions made on…

Richard L. Arenburg.

ISS Updates Proxy Voting Guidelines for 2017

USA - December 9 2016 Last month, Institutional Shareholder Services (ISS) published updates to its proxy voting guidelines effective for meetings on or after February 1…

Serena F. Yee.

PBGC Proposed Rule May Offer DC Plans New Tool for Finding Missing Participants

USA - October 7 2016 For many years, the PBGC has been helping reunite missing participants with their benefits under single-employer defined benefit plans. Now, a new…

Steven G. Schaffer.

Department of Labor Fiduciary Rule: Employers Should Not Overlook Impact on HSAs

USA - May 18 2016 The new Department of Labor rule defining the scope of who is an ERISA fiduciary has caused much consternation among investment professionals. Much…

Richard L. Arenburg.