Milliman Client Action Bulletin on DOL Participant Disclosure

Milliman Client Action Bulletin discusses DOL proposed disclosure requirements for fiduciaries in participant-directed defined contribution plans.

DOL Report to Congress on Availability of Computer Modeling for IRAs

As directed by Congress in the Pension Protection Act of 2006, the DOL has now issued its report to Congress on the availability of the use of computer modeling for IRA beneficiaries.

EPCRS Workshop Sponsored by ALI-ABA

A workshop featuring Joyce Kahn, head of the IRS’ correction program known as EPCRS. Audience members will get the chance to ask their own questions in addition to the questions and discussions engaged in by the panelist with Joyce.

Proposed Class Exemption for the Provision of Investment Advice

Proposed Class Exemption on the provision of investment advice by a fiduciary adviser.

Proposed Regulations On Investment Advice

The DOL issues proposed regulations under PPA providing guidance on the statutory exemption for the provision of investment advice.

IRS Retirement News for Employers

The latest issue of the IRS’ Retirement News for Employers discusses a number of topics including an employer’s responsibilities to its employees and the new HEART Act.

Updated EPCRS Guidance Issued

Revenue Procedure 2008-50 containing updated guidance on EPCRS has now been released by the Service.

Latest IRS Employee Plans Newsletter

The IRS has announced the awarding of the ERPA (Enrolled Retirement Plan Agent) testing program to the American Institute of Retirement Education, LLC.

Auto Enrollment

An outline discussing the legal requirements applicable to the various types of automatic enrollment provisions including preemption, the EACA provisions as well as the QACA requirements.

White Paper by Milliman on Potential Impact of QDIA

The Consulting Firm Milliman discusses the potential for employers to use the new QDIA regulations to influence the successful investment by participants in defined contribution plans.

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