Retirement Plan Sponsors Need to Know

Reproduced with permission from BNA Pension & Benefits Reporter, 41 BPR 905 (Apr. 29, 2014). Copyright 2014 by The Bureau of National Affairs, Inc. (800-372-1003)<http://www.bna.com>

Plan Administrators Face Beneficiary Hurdles After IRS Windsor Guidance, Attorneys Say

May 2014 View

IRS Issues Guidance on In-Plan Roth Rollovers
April 2014 View

DOL Publishes Proposed Rule on 408(b)(2) Guide
March 2014 View

President Obama Announces Plan for New “myRA” Retirement Savings Accounts 
February 2014 View

Department of Labor Publishes Semi-Annual Regulatory Agenda
January 2014
View

IRS Guidance on Mid-Year Changes to Safe Harbor Contributions and In-Plan Roth Rollovers     December 2013  View

Cost of Living Adjustments for 2014
November 2013 
View

Action Items for Plan Year End
October 2013 View

HCP and DPA for Children Over 18

June 2016 View

Understand Social Security

April 2017 View

Tax Reform Save More Flyer

April 2018 View

COVID 19 Insights for Retirement Plan Sponsors

March 2020 View