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Coverage of current pension regulatory developments. Plan Advisory Services provides resources to plan sponsors to help them deal with the challenges presented by federal regulation of retirement plans. We cover legislation, regulation and litigation. We do not try to break news. Instead, we focus our discussion on what in the news is important for plan sponsors. In our latest Current outlook. To vacate the Department of Labor's Fiduciary Rule affect plan sponsors? In this article we begin with a brief s...

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Coverage of current pension regulatory developments. Plan Advisory Services provides resources to plan sponsors to help them deal with the challenges presented by federal regulation of retirement plans. We cover legislation, regulation and litigation. We do not try to break news. Instead, we focus our discussion on what in the news is important for plan sponsors. In our latest Current outlook. To vacate the Department of Labor's Fiduciary Rule affect plan sponsors? In this article we begin with a brief s...
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Plan Advisory Services Home | planadvisoryservices.com Reviews

https://planadvisoryservices.com

Coverage of current pension regulatory developments. Plan Advisory Services provides resources to plan sponsors to help them deal with the challenges presented by federal regulation of retirement plans. We cover legislation, regulation and litigation. We do not try to break news. Instead, we focus our discussion on what in the news is important for plan sponsors. In our latest Current outlook. To vacate the Department of Labor's Fiduciary Rule affect plan sponsors? In this article we begin with a brief s...

INTERNAL PAGES

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1

[IRS issues final hybrid plan market rate of return regulations and proposes regulation to deal with transition issues]

http://www.planadvisoryservices.com//public/features/finalprophybridregs.html

News and features home. IRS issues final hybrid plan market rate of return regulations and proposes regulation to deal with transition issues. September 23, 2014. In this article we review (1) the final permitted interest crediting rate rules and (2) the proposed transition rules. The issue addressed in the final hybrid regulations is: what sort of interest crediting rate is allowed in a cash balance plan? Permitted interest crediting rates. Government bond rates permitted margin. Actual rate of return o...

2

Congress passes transportation bill including DB funding stabilization

http://www.planadvisoryservices.com//public/features/htf2014.html

News and features home. Congress passes transportation bill including DB funding stabilization. August 4, 2014. Just before it adjourned for the summer, the Senate passed the House version of transportation legislation, the Highway and Transportation Funding Act of 2014 (HTF 2014). The legislation included an extension of 2012's Moving Ahead for Progress in the 21st Century Act (MAP-21) defined benefit plan "funding stabilization" relief. President Obama is expected to sign this legislation. To be clear ...

3

IRS provides guidance on HATFA

http://www.planadvisoryservices.com//public/features/htfaguidance.html

News and features home. IRS provides guidance on HATFA. September 18, 2014. In August President Obama signed into law the Highway and Transportation Funding Act (HATFA). As we discussed in our article, "Congress passes transportation bill including DB funding stabilization," HATFA included provisions extending the funding stabilization/valuation interest rate relief for defined benefit plans included in 2012's Moving Ahead for Progress in the 21st Century Act (MAP-21). Elections to reduce funding balances.

4

Fixing ERISA section 4062(e)

http://www.planadvisoryservices.com//public/features/4062e.html

News and features home. Fixing ERISA section 4062(e). September 15, 2014. There is currently legislation in the Senate (S. 2511), with as we understand it a decent chance of passing, that would significantly revise ERISA section 4062(e). As interpreted and applied by the Pension Benefit Guaranty Corporation, ERISA section 4062(e) is one of those obscure ERISA provisions that can trigger unexpected liabilities at awkward times - such as the middle of a corporate transaction. PBGC solved the problem of cal...

5

Save more or spend more?

http://www.planadvisoryservices.com//public/features/saveorspend.html

News and features home. Save more or spend more? In the media, in think tank research papers and in Congressional hearings experts testify that the baby boom generation is "unprepared" for retirement - has not saved enough and needs to save more for retirement. There are a variety of policy initiatives aimed at increasing retirement savings. These include, for instance, Senator Harkin's (D-IA) USA Retirement Funds. And there are a variety of state proposals along the same lines. The "macro" point of view.

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FOLLOW US AT @PLANADVTOOLS. You are leaving this website. When you click on the button below, you will leave our website and will enter a website maintained by a third party that is not related to Virtus Investment Partners. We are providing a link to the third party's website solely as a convenience to you, because we believe that website may provide useful content. By clicking on the button below, you acknowledge and agree to everything we say above. Our Benchmarking Tools Help You:. Planisphere suppli...

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Plan Advisory Services Home

Coverage of current pension regulatory developments. Plan Advisory Services provides resources to plan sponsors to help them deal with the challenges presented by federal regulation of retirement plans. We cover legislation, regulation and litigation. We do not try to break news. Instead, we focus our discussion on what in the news is important for plan sponsors. In our latest Current outlook. To vacate the Department of Labor's Fiduciary Rule affect plan sponsors? In this article we begin with a brief s...

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