Advisory Opinion on Status of Tribal Order for QDRO Purposes

Advisory Opinion 2011-03A provides guidance as to whether a domestic relations order issued pursuant to a Tribal law constitutes a judgment, decree or order under the QDRO rules.

Advisory Opinion on application of Prohibited Transaction to IRA

Advisory Opinion 2011-04A provides guidance on the application of the prohibited transaction rules to a proposed acquisition by an IRA of a promissory note with respect to which the IRA holder and his spouse are obligors.

Advisory Opinion on Use of Demutualization Proceeds

Advisory Opinion 2011-05A provides guidance on the use of demutualization proceeds under plan where only some participants contributed to premium payments.

Advisory Opinion on Application of ERISA Section 406(b) to the selection of a Broker-Dealer

Advisory Opinion 2011-06A on the application of ERISA Section 406(b) to the selection of broker-dealers.

DOL Intends to Delay Applicability Date of Service Provider Fee Disclosure Rules

The DOL has announced its intent to extend the applicability date of Section 408(b)(2) fee disclosure regulation to January 1, 2012.

February Edition of Employee Plans News

The February edition of the Employee Plans News includes a reminder regarding the impending end of the discount for certain VCP submissions of late EGTRRA pre-approved plan adopters.

Breast Pumps and Lactation Assistance Supplies Constitute Medical Care

Announcement 2011-14 provides that breast pumps and lactation assistance supplies fall within the definition of medical care under Section 213.

Correction to Covered Compensation Table Guidance

Announcement 2011-16 corrects certain typographical errors contained in Revenue Ruling 2011-3 setting forth updated Covered Compensation Tables available for use in plans providing for permitted disparity.

Guidance on Corporate Bond Rate

Notice 2011-13 provides guidance on tbe corporate bond rate weighted average interest rate and permissible range of interest rates under Section 412(b)(5)(B)(ii)(II) as in effect for plan years beginning before 2008. .

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