ERISA

Some bonus plans provide for accumulations, multi-year periods and mandatory referral, which could raise a red flag for regulators, says attorney Michael Melbinger.

Some bonus plans provide for accumulations, multi-year periods and mandatory referral, which could raise a red flag for regulators, says attorney Michael Melbinger.

The American Institute of CPAs is toughening the rules after a critical report from the Labor Department about the quality of ERISA audits.

The American Institute of CPAs is toughening the rules after a critical report from the Labor Department about the quality of ERISA audits.

Seven circuit courts held that vindication of rights pertaining to the legality of a plan amendment, as opposed to an interpretation of the plan, are not subject to expenditure requirements, write attorneys Michael Stevens and Ronald Kramer.

Consultants Keith Clark and Adam Pozek debate if 3(16) services add value to plan sponsors.

Hiring an outsourced plan administrator to do a job that can be handled by a TPA is unnecessary and even redundant.

The President’s action signals to the country his intent at replacing his predecessor’s signature healthcare policy. But companies shouldn’t change course just yet, experts say.

Presidential election unsettles notions of healthcare, regulation and public policy, while benefit offerings become increasingly customized.

Consultants Keith Clark and Adam Pozek debate if 3(16) services add value to plan sponsors.

Plan sponsors should consider going beyond ERISA’s bare-bones requirements for plan document requests and make it a practice to also provide a cover letter, containing certain specific information.

Experts mull treatment of supplemental products, need for more producer education as DOL takes a closer look at benefit plans.

Experts mull treatment of supplemental products, need for more producer education as DOL takes a closer look at benefit plans.

With the potential for additional state and local laws, the challenge of complying with all of them is only going to get harder, says attorney Terry Lang Jr.

Fiduciaries who do not follow security standards may be personally liable to restore losses to plan participant benefits.

Fiduciaries have latitude to value investment features other than price, judge rules.

Fiduciaries have latitude to value investment features other than price, judge rules.

The department also proposed a rule to permit cities to create retirement savings plans

The DOL and IRS announced a proposal to implement significant changes to forms and regulations that govern annual employee benefit plan reporting.

Many employers and advisers do not think about this law when it comes to such compensation, says attorney Casey K. Fleming.