Recent Updates

November 6, 2017 Loan Cure Examples and RMDs for Missing Participants
July 21, 2017 Revisions to Pre-Approved Plan Program
February 28, 2017 Substantiation Guidelines for Safe-Harbor Hardship Distributions
February 1, 2017 Updated EPCRS Procedures
January 30, 2017 Updated Favorable Determination Letter Procedures
January 19, 2017 New Definitions of QNEC and QMAC and New DOL Penalty Amounts
December 8, 2016 Controlled Group and Plan Loan Limit Spreadsheets
October 31, 2016 Updated COLAs and DOL Q&As on Fiduciary Regulations
October 13, 2016 Updates to For New Fiduciary Regulations
August 24, 2016 DOL Increases Reporting and Disclosure Penalties/Automatic Waiver of 60-Day Rollover Requirement
August 9, 2016 Revsions to Chapter 15
April 28, 2016 Correction of Non-Amender Failures
April 15, 2016 Announcement 2016-16, Revocation of Proposed Changes to Cross Testing Regulations
February 2, 2016 Mid-Year Amendments to Safe Harbor Plans and Proposed Changes to Cross Testing Regulations
January 18, 2016 Church Plans, Determination Letter Program and Lowered VCP Fees
December 10, 2015Notice 2015-86 - Amendments To Qualified Plans as a Result of Obergefell
November 17, 2015Enhanced Government Source Content
October 26, 2015Updated COLAs and Proposed Regulations Regarding Definition of Marriage
July 30, 2015Announcement 2015-19 Elimination of the Staggered 5-Year Remedial Amendment Cycles/Determination Letters
July 14, 2015Notice 2015-49 Converting Annuity to Lump Sum and FAB 2015-2 Annuity Selection under Defined Contribution Plans
July 6, 2015Pre-Approved Plans, Alert Guidelines, VCP Kit and Multiemployer Suspensions
June 3, 2015Rev. Proc. 2015-32 Form 5500-EZ - Late Reporting Penalty Relief Program
May 26, 2015U.S. Supreme Court Holding in Tibble v. Edison Int'l
May 1, 2015DOL Proposed Fiduciary Definition and Hardship/Loan Documentation
April 7, 2015IRS Rev. Proc. 2015-28 - Revisions to EPCRS
March 30, 2015IRS Rev. Proc. 2015-27 - Revisions to EPCRS
March 26, 2015Fee Disclosure and 403(b) LRMs