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…
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.
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.
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.
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.