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Legislative Commentary
Fee Disclosure Readiness Alert (pdf 55kb) 
2008 Cost of Living Adjustments Announced October 18, 2007 (pdf 55kb)
Updated contribution, catch-up limits, highly compensated definition, and defined benefits limits for 2008.
Qualified Plan News
Retirement Update
High level overview of regulatory changes for Corporate, Healthcare, Not-for-Profit, Education and Government employers.
- Retirement Update: November 2008 (pdf 156kb)
COLA Announced; Congressional Report Notes Proposal to Suspend MDR Penalties for 2008; Proposed Regs on Notice to Paeticipants for Failire to Delay Distribution Receipt; IRS Extends Normal Retirement Age Compliance Requirement for Governmental Plans
- Retirement Update: October 2008 (pdf 156kb)
IRS Publishes Autumn Employee News; Economic Emergency Destabilization Act Extends IRA Qualified Charitable Distributions; IFS Foreign Pension and Annuity Distribution Fact Sheet; DOL Regs on Individual Account Annuity Purchase; Missing Non-spouse Beneficiary in Terminated Plans Regulations
- Retirement Update: September 2008 (pdf 171kb)
IRA Updates Employee Plans Compliance Resolution System Revenue Procedure; 2008-2009 Priority Guidance Plan; IFS FAQ on Governmental Plans; IRS Ruling Prevents Certain Pension Transfers; DOL Proposes Advice Regulation and Prohibited Transaction Exemption
- Retirement Update: August 2008 (pdf 177kb)
IRS can't Collect Levy if Retirement Age not Reached, Guidelines for Roth Valuing Annuities, DOL Disclosure Proposal, DOL and SEC Announce Information Sharing Agreement, SSA Retirement Estimator, SEC Warns about use of 401(k) Debit Cards
- Retirement Update: July 2008 (pdf 80.5kb)
IRS Guidance for Teachers, MDR for Government Plans, DOL 5500 FAQ
- Retirement Update: June 2008 (pdf 69kb)
HEART Act Signed
- Retirement Update: May 2008 (pdf 100kb)
IRS Provisions for Economic Stimulus Checks Mistakenly Deposited to IRAs, IRS Governmental Web Page, DOL QDIA Guidelines
- Retirement Update: April 2008 (pdf 63.4kb)
Spring Employee Plan News, 2009 Form 5500 Requirements
- Retirement Update: March 2008 (pdf 135kb)
Supreme Court Considers Right of Recover for Fiduciary Breaches, ING Guidance an PPA Distribution Rules, DOL Safe Harbor Proposal
- Retirement Update: February 2008 (pdf 120kb)
Collection of Delinquent Contributions
- Retirement Update: January 2008 (pdf 63.4kb)
409A Corrections, Diversification Rights on Employer Securities, DOL Regulations on Fee Disclosure for ERISA Plans, DPL Proposed Regulations on Civil Penalty Rules under PPA for Automatic Contributions
- Retirement Update: December 2007 (pdf 135kb)
IRS 403(b) Model Provisions, 409A and DC Plans, Notice 2007-86 & -89, automatic contribution regulations, Annual 5500 Reporting Requirements Expanded for 403(b), More 5500 Changes
- Retirement Update: November 2007 (pdf 120kb)
IRS News, 2008 COLA, QDIA Regulations and ERISA Resources
Qualified Plan News
Regulatory topics in detail for Corporate employers
C06-1023-009R
5058396
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