Marjorie Martin, FSPA, EA, MAAA
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DOL: Top Hat, Apprenticeship, and Training Benefit Filings Must Be Electronic
Volume 42 | Issue 58 Download this FYI as a printable PDF DOL final regulations require top hat plan...
Posted June 18, 2019 — Read more -
Oregon Set to Penalize Noncompliant Employers Without Retirement Plans
Volume 42 | Issue 54 Download this FYI as a printable PDF Now that OregonSaves – the country’s first...
Posted June 13, 2019 — Read more -
IRS Proposes to Clarify Retirement and Annuity Elective Withholding Rules for Payees with Foreign Addresses
Volume 42 | Issue 51 Download this FYI as a printable PDF IRS proposes to update their elective withholding...
Posted June 5, 2019 — Read more -
Information Requirements Expanded for PBGC Reportable Events and Late Contribution Reports
Volume 42 | Issue 48 Download this FYI as a printable PDF PBGC will now require plan sponsor controlled...
Posted May 16, 2019 — Read more -
PBGC Finalizes Revised Valuation and Notice Rules for Insolvent Multiemployer Plans
Volume 42 | Issue 47 Download this FYI as a printable PDF PBGC has updated its regulations to reduce...
Posted May 8, 2019 — Read more -
IRS Cracks Open Determination Letter Program for Merged Plans and Hybrid (Cash Balance) Plans
Volume 42 | Issue 46 Download this FYI as a printable PDF Effective September 1, 2019, plan sponsors can...
Posted May 6, 2019 — Read more -
More Self-Correction Options in New EPCRS
Volume 42 | Issue 42 Download this FYI as a printable PDF IRS’ update to EPCRS responds to plan...
Posted April 24, 2019 — Read more -
Trump Administration Looking at Environmental, Social, and Governance Factors for Retirement Investments
Volume 42 | Issue 39 Download this FYI as a printable PDF As part of the Trump administration’s interest...
Posted April 18, 2019 — Read more -
Congress Makes Headway on Retirement Legislation
Volume 10 | Issue 01 Download this Legislate as a printable PDF Both the House and Senate have rolled out...
Posted April 4, 2019 — Read more -
IRS Updates Retirement Plan Operational Compliance List
Volume 42 | Issue 29 Download this FYI as a printable PDF IRS has updated its website Operational Compliance...
Posted March 28, 2019 — Read more