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Are You Computing Your Maximum Participant Loan Amount Correctly (or in the Best Interest of Your Plan Participants)?

USA - May 26 2017 In late April 2017, the IRS issued a Memorandum for Employee Plans (EP) Examinations Employees providing two alternatives for computing the maximum…

Employee Benefit Issues to Keep You Awake at Night

USA - November 15 2016 Last week I made a presentation in the Omaha office of Jackson Lewis with the above title. I thought it might be helpful to outline the basic points…

Will Your Forfeiture Account Disqualify Your 401(k) Plan?

USA - March 29 2016 In the last six months, several clients called me regarding substantial balances in a so-called "forfeiture account" in their 401(k) plans. A few of…

Deadline for restating your 401(k) plan may be around the corner

USA - November 10 2015 Preapproved (prototype or volume submitter) defined contribution plans must be restated for the Pension Protection Act by April 30, 2016. Master and…

Seven critical tips for employers to minimize ERISA fiduciary risk

USA - April 29 2015 As I perform plan fiduciary governance audits, I am surprised at the continued failure of employers to take fairly simple steps that would…