Newsletters

EPB Newsletters

  • DOL liberalizes views on economically targeted investments September 8, 2016 The U.S. Department of Labor (DOL) has reversed guidance it issued in 2008 with respect to retirement plans’ allocating funds to economically targeted investments (ETIs) that consider environmental, social and ...
  • DOL fiduciary rule rocks plan investment advice landscape September 8, 2016 When the final version of the U.S. Department of Labor’s (DOL’s) fiduciary standards rule for advisors to retirement plans was issued in April, the wait for the long-anticipated regulatory package ...
  • Perception isn’t reality September 8, 2016 EBRI study reviews retirement preparedness The Employee Benefit Research Institute’s (EBRI’s) 2016 “Retirement Confidence Survey” provides helpful insights on employee behavior and benchmarking data for plan sponsors striving to help their ...
  • Advise DB plan participants carefully on lump sum window opportunities September 8, 2016 There are sound reasons why defined benefit (DB) plan sponsors may offer participants lump sum payout windows. Principal among them: lowering the plan’s financial exposure, thereby providing greater long-term financial ...
  • Discriminatory plans that meet statutory requirements September 8, 2016 The IRS issued a warning to plan sponsors whose plan designs satisfy numeric antidiscrimination tests, yet still have the effect of steering a disproportionate amount of benefits to highly compensated ...
  • COMPLIANCE ALERT September 8, 2016 Upcoming compliance deadlines: 9/15 Extended deadline for corporate tax returns 9/15 Extended deadline for partnership tax returns 9/30 Summary Annual Report (SAR) due for Form 5500 that was due July 31, unless ...
  • June/July Employee Benefits Update June 3, 2015 To view a printable version, click here. In-plan annuities: A solution for retirement income security? Although they haven’t yet taken the retirement plan market by storm, so-called “in-plan annuities” are gaining acceptance among ...