Posts Tagged ‘retirement plan’

403(b) Plan Document and Compliance Update

John A. Papahronis James C. Prince If you are a governmental or tax-exempt employer that sponsors a 403(b) retirement plan, there are important developments that require your attention. For many years, the IRS offered little guidance to employers as to the specific plan document requirements applicable to 403(b) plans. However, recently the IRS has approved…

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401(k) Compliance and Enforcement Update

Brandon P. Long Judy Burdg Melissa J. Cottle Within the past year, the Internal Revenue Service and the U.S. Department of Labor have issued new guidance impacting 401(k) retirement plans. At the same time, new lawsuits have been filed against plan fiduciaries. The list of rules that plan administrators must keep track of is longer…

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