News Archive
Public Hearing Set for Fiduciary Proposed Rules
IRS' Publishes Employer Plan News
DOL Releases Proposed Rules for the Definition of Fiduciary
DOL Posts Public Comments on Fiduciary and Target Date Proposed Rules
Final Participant Fee Disclosure Rules Released
IRS Releases Retirement Plan and IRA Limits for 2011
IRS Posts January 2011 Employee Plans Newsletter
Summary of the Small Business Jobs and Credit Act of 2010
ALERT! Tax Relief Bill Becomes Law
IRS Issues Fall 2010 Employee Plans Newsletter
Congress Considers Automatic IRA Bills
A Closer Look at Fiduciary Liability
John Carl Named Founding Lecturer for The Retirement Advisor University at UCLA
July 2010 Edition of IRS Employee Plans Newsletter
DOL Releases Final Fee Disclosure Regulations
Reish Reports Small Plan Litigation is Increasing
IRS Employer Plans Newsletter, Spring Edition
DOL Issues Proposed Rules for Retirement Plan and IRA Investment Advice
Final Rules on Employer Stock Diversification in DC Plans
Final Benefit Reduction Notice Rules Issued
RLC Publishes Retirement Guide for Financial Advisors
DOL Supports Strengthening DB Plans
More FAQs for Form 5500, Sch. C
IRS Issues Updated Publications 590 and 560
Voluntary Correction Guidance for Nonqualified Deferred Compensation Plans
Retirement planning tips for Baby Boomers
RLC President John Carl One of 401(k)'s Top 40 Most Influential for 2009
Pres. Obama's New Retirement Initiatives
In USA Today, John Carl predicts a "fierce political backlash" if contribution levels fall ...
Plan Sponsor Relief for Mandatory Safe Harbor Contributions
John Carl Comments on Young Investors in US News and World Report
Worker, Retiree and Employer Recovery Act Becomes Law
Final 401(k) Auto Enroll Regulations Released
Fiduciary Adviser Final Regulations
2009 Key 403(b) Compliance Dates
There's Still Time to Make Contributions for Saver's Tax Credit
IRS Grants One-Year Delay for 403(b) Plan Document Requirement
DOL Proposes Extensive Plan Disclosure Rules
IRS Reminder for IRA Charitable Contributions
ERISA 408(b)(2) Disclosure Regulations Affect Financial Advisors of Qualified Plans
DOL Q&As on ERISA Bonding Rules
IRS Halts Exotic Transfer Scheme Involving Pension Plans
"Fee Talk"--What to Say (and what Not to Say)
Retirement Plan Limitations 2002-2008
Participants May Sue Plan Fiduciaries Following LaRue Ruling
403(b) Plans--Who Can Sign on the Dotted Line?
Meeting Plan Participants' Needs--Fiduciary Advisers to the Rescue
Treasury Releases Proposed Regulations for Cash Balance Plans
Alternate Funding Election Deadline Looms for Certain DB Plans
PBGC Announces 2008 Maximum Benefit
Alternate Funding Election Deadline for Certain Defined Benefit Plans Looms
PBGC Announces 2008 Maximum Benefit
Meeting Plan Participants' Needs--Fiduciary Advisers to the Rescue
Prototype Roth IRAs Face Amendments
Overview of 403(b) Regulations
PBGC Issues Guidance on Variable Premiums
IRS Grants Six-Month Filing Extension to Virginia Tech Victims
Congress Considers Automatic IRAs
Notice 2007-32 Gives April 2007 Defined Benefit Plan Interest Rates
NE States Tax Filing Extension Includes Delay for 2006 IRA Contributions
IRS Seeks Comments on Age-62 In-Service Distributions From Defined Benefit Plans
IRS Releases Highlights of 2006 Tax Changes
IRS Updates Retirement Plan Publication
Notice 2007-28 Clarifies PPA Deduction Changes
DOL Releases Interim QDRO Rule
2006 Pub. 590, Individual Retirement Arrangements
IRS Posts 403(b) Plan Checklist
IRS Posts 401(k) Checklist for Plan Administrators
IRS Targets Roth IRA Scam and Others
IRS Releases 2006 Education Savings Publication
Applicable Federal Rates for March 2007
IRS Further Clarifies Nonspouse Beneficiary Rollover
GAO Report Says PBGC Program at "High Risk"
CRS Report on Retirement Savings
IRS Releases Special Edition of Employee Plans News
Final Regulations Include Updated Mortality Tables
IRS Seeks Comments on Defined Benefit Plan Benefits
Tax-filing Deadline is April 17, 2007
February Federal Interest Rates
Special 1/2007 Edition of IRS' Employee Plans News
Notice 2007-7 Offers Guidance on New Plan Distribution Rules
IRS Releases 1/2007 Interest Rates for DB Plans
IRS Seeks Comments on Age 62 In-Service Distributions from DB Plans
RLC President John Carl One of 401(k)'s Top 50 Most Influential
IRS Updates Guidance on Letter Ruling/Determination Letter User Fee Program
DOL Issues Bulletin Explaining Benefit Statement "Good Faith Compliance"
One-Time IRA Transfer Allowed to HSA
IRS Devotes Web Page to PPA-06
DOL Proposes PPA Changes to Form 5500
DOL Seeks Comments on Fiduciary Adviser Computer Model
GAO Says Better Plan Fees Information Needed
IRS Corrects 2006 Form 1099-R Instructions
DOL Posts Comments Received on Qualified Default Investment Options
IRA Compensation Phase-Out Ranges to Change for 2007
PBGC Announces 2007 Flat Rate Premiums
IRS Releases Special Edition of Retirement News for Employers
Chart of Retirement Plan Limits 2000-2007
Final Regulations for Electronic Plan Notices and Elections
Social Security Administration Releases Cost-of-Living Adjustments
IRS Releases Plan Limits for 2007
IRS Releases Applicable Interest Rates for November, 2006
Retirement Challenges in the 21st Century
Women's Retirement Security Act of 2006
IRS Extends Transitional Relief to Nonqualified Deferred Compensation Plans
Bill Would Require Employers to Offer Automatic Payroll Deposit IRAs
IRS Clarifies Changes to Indian Tribal Government Pension Plans
DOL Releases Final 2006 Saver Summit Report
FASB Releases Defined Benefit Financial Disclosure Guidance
IRS Notice Explains Qualified Reservist Distributions
DOL Releases Proposed Regulations on Default Investments in Automatic Enrollment Arrangements
IRS Delays Effective Date of 403(b) Plan Regulations
IRS Releases Key 2006 Retirement Plan Reporting Forms
Key Provisions and Opportunities of Pension Reform
The Pension Protection Act of 2006
President Bush Signs Pension Reform Bill
Resolution Remains Out of Reach
PBGC Requires Electronic Filing of Premiums
DOL/IRS To Require Electronic Filing of Form 5500
Final Regulations Address Exclusion of Tax Exempt Employees from 401(k) Testing
PBGC Publishes Its Annual Report
President Renews Commitment to Social Security Reform
PBGC Extends Underfunding Reporting Relief
IRS Issues Retirement Plan Limitations for 2006
IRS e-News for Tax Practitioners-Summer 2006
2006 Pension Benefit Guaranty Corporation Updates
Editorial: An Important 403(b) Plan Reminder