Craig Hoffman

Supreme Court to Hear Tibble Plan Fee Case

By Craig Hoffman 10/3/2014

The U.S. Supreme Court has agreed to review the Tibble v. Edison Int’l case, it was announced Oct. 2. One of the many “excessive fee” cases being pursued through the federal court system, Tibble arose in California and was the subject of a 9th Circuit Court of Appeals decision last year. The... READ MORE

ASPPA Recommends that IRS Expand Revenue Procedure 2014-32 Relief

By Craig Hoffman 9/15/2014

ASPPA has recommended in a comment letter to the IRS that it make the administrative relief Revenue Procedure (Rev. Proc.) 2014-32 provides for filers of delinquent Forms 5500-EZ permanent and that it more closely reflect the relief available through the Department of Labor’s delinquent filer... READ MORE

DOL Inspector General Audits EBSA

By Craig Hoffman 8/25/2014

The Department of Labor’s Inspector General is looking at how the department’s Employee Benefits Security Administration monitors plans that claim the “small plan” exemption from the annual independent audit requirement that applies under ERISA, the ASPPA Government Affairs Committee has learned. ... READ MORE

ASPPA’s Annual Conference to Provide Washington Update

By Craig Hoffman 7/23/2014

The 2014 ASPPA Annual Conference, scheduled for Oct. 26-29, is only three months away. This year’s program is filled with topics that should not be missed. Once again, Sunday’s opening general session will include a Washington Update on legislative and regulatory developments presented by ASPPA’s... READ MORE

ASPPA and ACOPA File Comment Letter on IRC Section 412(d)(2) Amendments

By Craig Hoffman 6/13/2014

Internal Revenue Code (IRC) Section 412(d)(2) was originally enacted as part of ERISA over 40 years ago. (The language was moved to its current statutory location by the Pension Protection Act of 2006.) It provides that certain plan amendments adopted after the close of the plan year may be given... READ MORE

ASPPA Offers Comments on DOL’s Proposed Summary Guide Regulations

By Craig Hoffman 6/12/2014

ASPPA has suggested ways in which the Department of Labor could improve the proposed amendment to the Section 408(b)(2) fee disclosure regulations. Click here to view ASPPA’s letter to John Canary, director of the Office of Regulations and Interpretations at the DOL’s Employee Benefits Security... READ MORE

Guide' Must Accompany 408(b)(2) Disclosures, DOL Proposes

By Craig Hoffman 4/11/2014

The Department of Labor released its long-promised proposal to require that a guide or summary accompany a covered service provider’s 408(b)2) disclosures on March 11. The final 408(b)(2) regulations, which became effective July 1, 2012, left this question open, with the DOL promising to revisit... READ MORE

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