Author: Ed Snyder

The Department of Labor (DOL), Internal Revenue Service, and Pension Benefit Guarantee Corporation (PBGC) recently issued a 777 page tome of proposed changes to the Form 5500 Annual Return/Report forms. Most of the changes would be effective for the 2019 or 2020 plan year, and to be honest I hardly ever bore people, especially my […]

The Department of Labor (DOL) recently issued final regulations (“the rule”), many years in the making, that clarify and greatly expand the definition of a fiduciary as it applies to retirement accounts.  This will be a very brief summary, primarily intended for retirement plan sponsors and participants who want a quick and very general understanding […]

(Warning – rambling musings follow.  May be boring.) This ASPPA news article (I think it is available to non-members) caught my eye.  ASPPA said “Another “excessive fee” lawsuit was settled recently — but what’s more interesting than the settlement amount is the speed with which it was reached and how it’s going to be spread […]

Not much to report here – due to inflation, mostly gas prices, staying low, there are no adjustments to the plan limits for next year.  For more details, click on the link for Key Limitation Numbers in the sidebar or under “Resources” in the main menu.