EBIA Weekly Archives - 401(k)
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Results (861 articles found)
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- IRS Announces Retirement Plans Navigator Website for Small Businesses
- From the September 17, 2009 EBIA Weekly
- The IRS has announced a new website to encourage small businesses to establish retirement plans, including 401(k) plans, for their employees. The website, called the IRS Retirement Plans Navigator, is designed to help employers choose the right retirement plan ...
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- DOL Approves Use of a Summary Prospectus to Comply With ERISA Section 404(c)
- From the September 10, 2009 EBIA Weekly
- In this Field Assistance Bulletin (FAB), the DOL concludes that a mutual fund “Summary Prospectus” could be used to comply with the requirement in the ERISA 404(c) regulations that a plan fiduciary provide a prospectus to a ...
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- IRS Issues Additional Guidance on Tax Consequences of Rollovers From Employer Plans to Roth IRAs
- From the September 10, 2009 EBIA Weekly
- The IRS has issued Notice 2009-75, in Q&A format, to provide additional guidance on the federal income tax consequences of rolling over an eligible rollover distribution (ERD) from a qualified plan (including a 401(k) plan) to ...
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- IRS Issues Guidance on Expanding Automatic Enrollment and Contributing Unused Leave Amounts to 401(k) Plans
- From the September 10, 2009 EBIA Weekly
- The IRS has issued a set of three revenue rulings and four notices collectively intended to encourage retirement savings. The new guidance, jointly announced by the Treasury Secretary and the Obama Administration, expands opportunities for automatic enrollment in 401(k) ...
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- TPA's Fiduciary Liability Was Properly Limited to the Amount of Health Plan Assets Over Which It Exercised Control
- From the September 10, 2009 EBIA Weekly
- A company edging toward bankruptcy stopped contributing to its self-funded health plan. The plan’s TPA terminated its contract with the company, and then wrote three checks (totaling approximately $10,700) on the plan’s account: one ...
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- Do the rules for suspending loan repayments during a regular leave of absence apply to military leave?
- From the September 03, 2009 EBIA Weekly
- QUESTION: We have several 401(k) plan participants who have been called to active military service and would like to suspend their plan loan repayments during their military leave. Do the rules for suspending loan repayments during a regular leave ...
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- Employee's Letter in Response to Insurer's Decision to Close Claim Was Not an Appeal
- From the September 03, 2009 EBIA Weekly
- This case addresses what constitutes an appeal under the DOL claims procedure regulations. The employee in the case stopped going to work due to a health condition and sought benefits under her employer’s long-term disability plan. According ...
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- Seventh Circuit Emphasizes Need to Assess the "Gravity" of Any Conflict of Interest in Its Latest Post-Glenn Decision
- From the August 27, 2009 EBIA Weekly
- The Seventh Circuit has decided another case addressing the effect of the Supreme Court’s Glenn decision when applying the deferential abuse of discretion standard of review in a conflict of interest situation. (For a discussion of two other ...
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- DOL Staff Members Provide Informal Views on Uncashed Checks, Plan Audits, and Class Action Lawsuits
- From the August 27, 2009 EBIA Weekly
- The Joint Committee on Employee Benefits (JCEB) of the American Bar Association has reported on its May 7, 2009 Q&A session with DOL staff members. Highlights include unofficial, nonbinding remarks about these 401(k)-related plan topics: uncashed ...
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- DOL Approves First Commercial Software Vendor for All-Electronic Form 5500 Filing Under EFAST2
- From the August 27, 2009 EBIA Weekly
- The DOL has begun compiling its list of companies that have developed “approved software” for use in preparing and submitting Form 5500 for the 2009 plan year under the new all-electronic EFAST2 system. As background, DOL final ...
