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As workers become more highly mobile, frequently changings jobs and homes, the task of finding missing plan participants can be a time-consuming and difficult process for plan sponsors, particularly in light of the Department of Labor sharpening its focus on efforts taken by sponsors to find... READ MORE

At an April 11 session of the Enrolled Agents Meeting held by the Conference of Consulting Actuaries and the American Academy of Actuaries in Washington, DC, a panel of PBGC officials discussed compliance issues regarding single-employer plans, with a focus on late filings and missing participants... READ MORE

Scottrade wants to make a federal case out of an administrative proceeding filed by Massachusetts alleging violations of internal policies adopted in anticipation of the Labor Department’s fiduciary rule.Specifically, Scottrade has filed a legal motion to have the administrative proceeding filed by... READ MORE

The IRS and Treasury Department are “making progress” on guidance regarding missing participants, according to a panelist at an April 11 session of the Enrolled Actuaries meeting held by the Conference of Consulting Actuaries and the American Academy of Actuaries in Washington, DC. Session... READ MORE

An April 9 session of the Enrolled Actuaries Meeting held by the Conference of Consulting Actuaries and the American Academy of Actuaries touched on the rules for required minimum distributions (RMDs) and what “required” entails in that context regarding benefits. Anita Juneja, a Consulting Actuary... READ MORE

This inaugural “View from the Top” article features Jeff Wadle, an actuary at Greenspan & Associates, Inc. in California. Jeff is arguably the biggest contributor to the ACOPA listserv. Recently he was kind enough to answer some questions regarding his vast knowledge and how he goes about... READ MORE

That retirement account is sacrosanct… until it isn’t. Sometimes a rainy day arrives before retirement, and the seemingly untouchable is a tempting source of short-term support and relief. Recent discussions about 401(k) loans look at the scale of the practice, the consequences and what a plan may... READ MORE

Twenty years after the last major overhaul of the IRS, key members of Congress on both sides of the aisle believe the agency is long overdue for a makeover and needs to return to its “service first” mission.House Ways & Means Oversight Subcommittee Chairman Lynn Jenkins (R-KS) and Ranking... READ MORE

Not only do individual account assets make up a large portion of the financial assets of those who own them, but those with individual accounts have significantly higher net worth levels than those without them, according to new research by the Employee Benefit Research Institute (EBRI).Based on an... READ MORE