FYI

2022 compliance considerations for ERISA single employer defined contribution plan operations

This FYI In-Depth provides an overview of key issues...

Posted March 8, 2022 — Read more

FYI

Puerto Rico Treasury announces key 2022 benefit plan limits

Puerto Rico’s Secretary of Treasury has announced the qualified...

Posted February 1, 2022 — Read more

FYI

Form 5500 filing extension for FEMA designated disaster areas

As with other disasters in recent years, the IRS...

Posted September 30, 2021 — Read more

FYI

DOL issues cybersecurity guidance for retirement plan sponsors and fiduciaries

While cybercrime was already on the rise prior to...

Posted May 25, 2021 — Read more

FYI

“Physical presence” relief for witnesses and notaries extended

In response to the continued COVID-19 pandemic, the IRS...

Posted January 27, 2021 — Read more

FYI

“Physical presence” requirement for witnesses and notaries temporarily lifted

On June 3, 2020, the IRS announced temporary relief...

Posted July 14, 2020 — Read more

FYI

DOL finalizes new electronic disclosure option for retirement plans

On May 27, 2020, the DOL issued a new...

Posted June 4, 2020 — Read more

FYI

DOL, IRS issue additional retirement plan relief

Against the backdrop of the COVID-19 outbreak, the DOL,...

Posted May 12, 2020 — Read more

FYI

IRS provides remedial amendment period for correcting 403(b) plan defects

IRS has issued guidance establishing remedial amendment periods for...

Posted November 20, 2019 — Read more