Benefits Blast
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March 21, 2018
|1 min read
Fifth Circuit Court of Appeals Vacates DOL Fiduciary Rule
On March 15, 2018, the Court of Appeals for the Fifth Circuit reversed a district court judgment and vacated the U.S. Department of Labor’s “Fiduciary Rule” in toto in a 2-1 split decision.
September 15, 2016
|2 min read
Reminder to File Determination Letter Applications
Every five years plan sponsors of individually designed retirement plans should (it is not an absolute requirement) submit applications for determination letters under the staggered system of five-year cycles (Cycles A–E) established by the IRS. The purpose of this five-year program is for the IRS to review the plan for certain plan qualification requirements and ultimately get a "thumbs up” from the IRS as to the qualified status of the plan.
April 17, 2014
|2 min read
Reasonable Reliance on Advice of Counsel May Offer Fiduciary Protection
April 8, 2014
|3 min read
FATCA Deadlines Approaching For Sponsors of Non-US Retirement Plans
February 28, 2014
|1 min read
Deadline Looms to File Form 8822-B to Report a Change in Your Retirement Plan’s Responsible Party
January 30, 2014
|2 min read
Treasury’s MyRA Program May Be Used to Supplement Employer Sponsored Retirement Plans
November 26, 2013
|1 min read
Don’t Drop the Ball on Your Determination Letter Applications