Case law has recognized the right of a fiduciary to recover overpayments, but a recent case involving a pension plan’s attempted recovery highlights some of the potential hurdles.
A court challenge to a corporate pension de-risking move has been rejected by the 5th U.S. Circuit Court of Appeals.
The IRS has issued temporary regulations providing guidance on administering a vote by multiemployer plan participants regarding suspension of benefits when such a plan is determined to be in critical and declining status.
The Department of Labor has tentatively rejected requests by three global banks to continue managing U.S. pension funds.
The IRS Employee Plans Compliance Unit (EPCU) is intended to establish a larger IRS presence in the pension plan community and increase plans’ compliance, according to EPCU Managers Chomyok and Carla Smith.
A strong majority of U.S. workers are saving for retirement — but a certain percentage is not, and that segment has grown slightly recently, two studies show.
The IRS in Notice 2015-58, which it issued on Aug. 28, has provided guidance on the minimum funding requirements for defined benefit plans maintained by groups of cooperatives and related entities, and by groups of charities.
Check your CE credits here.
The 19 ABC chapters feature networking and educational opportunities, right in your own neighborhood! CLICK HERE for more information.
Join our elite network of retirement-plan professionals.
Join as a Credentialed Member
Join as an Affiliate Member
The American Society of Pension Professionals & Actuaries is a non-profit professional society.
The materials contained herein are intended for instruction only and are not a substitute for professional advice.
Copyright 2015 by ASPPA
American Retirement Association
4245 N. Fairfax Drive, Suite 750 | Arlington, VA 22203
P. 703.516.9300 | F. 703.516.9308