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2018 Year-end compliance issues for single-employer retirement plans
By Employee Benefits Research Group | 14 November 2018
CAB 18-5: By the end of the year, sponsors of calendar-year single employer retirement plans must adopt necessary and discretionary plan amendments to ensure compliance with the statutory and regulatory requirements of ERISA and the tax code.
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COLAs for retirement, Social Security, and health benefits for 2019
By Milliman Employee Benefits Research Group | 05 November 2018
CAB 18-4: The Social Security Administration and the IRS have announced cost-of-living adjusted figures for Social Security and retirement plan benefits, respectively, for 2019.
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2019 cost-of-living adjustments for Medicare benefits
By Milliman Employee Benefits Research Group | 17 October 2018
CAB 18-3: The Department of Health and Human Services’ Centers for Medicare and Medicaid Services has announced cost-of-living adjusted figures for Medicare Part A and Part B for 2019.
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Tax reform offers incentive for companies to accelerate pension contributions
By Milliman Employee Benefits Research Group | 23 March 2018
CAB 18-2: Although the Tax Cuts and Jobs Act contained no provisions directly affecting defined benefit plan funding or maximum deductibility, its corporate-rate reduction produces an incentive for pension plan sponsors to accelerate their contributions, thereby maximizing the tax effectiveness of the deductions for the 2017 plan year.
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PBGC's missing participants program now covers defined contribution plans
By Milliman Employee Benefits Research Group | 05 February 2018
CAB 18-1: The Pension Benefit Guaranty Corporation’s recently released final rule updating the agency’s regulations on missing participants in terminated single-employer defined benefit plans newly extends the program to retirement plans not previously covered.
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2018 cost-of-living adjustments for Medicare benefits
By Employee Benefits Research Group | 22 November 2017
CAB 17-6: The Department of Health and Human Services’ Centers for Medicare and Medicaid Services has announced cost-of-living adjusted figures for Medicare Part A and Part B for 2018.
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2017 Year-end compliance issues for single-employer retirement plans
By Milliman Employee Benefits Research Group | 01 November 2017
CAB 17-5: This Client Action Bulletin looks at key areas, including administrative compliance issues, that some sponsors of defined benefit or defined contribution plans should address by December 31, 2017.
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COLAs for retirement, social security, and health benefits for 2018
By Milliman Employee Benefits Research Group | 19 October 2017
CAB 17-4: The October issue of the Client Action Bulletin discusses 2018 cost of living adjustments for retirement, social security, and health benefits.
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IRS issues final rule on mortality tables for defined benefit plans
By Milliman Employee Benefits Research Group | 11 October 2017
CAB 17-3: The Treasury Department and the IRS released a final rule updating the mortality assumptions that single-employer defined benefit pension plans must use to calculate the actuarial liabilities for minimum funding requirements, benefit restrictions, and the Pension Benefit Guaranty Corporation variable-rate premiums.
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Disaster relief issued for employee benefit plans
By Milliman Employee Benefits Research Group | 02 October 2017
CAB 17-2: The IRS, the Department of Labor, and the Pension Benefit Guaranty Corporation have released guidance to ease some of the rules applicable to benefit plan sponsors and participants affected by Hurricanes Harvey, Irma, and Maria.
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OregonSaves and other state-run retirement programs may require employer action
By Milliman Employee Benefits Research Group | 29 August 2017
CAB 17-1: P.L. 115-35, a bill “disapproving” a Department of Labor final rule that permitted states to create retirement savings programs for nongovernmental workers whose employers do not sponsor a retirement plan, was recently signed into law.
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2017 Cost-of-living adjustments for Medicare benefits
By Milliman Employee Benefits Research Group | 15 November 2016
CAB 16-9: The Department of Health and Human Services’ Centers for Medicare and Medicaid Services has announced cost-of-living adjusted figures for Medicare Part A and Part B for 2017.
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2016 year-end compliance issues for single-employer retirement plans
By Milliman Employee Benefits Research Group | 04 November 2016
CAB 16-8: This Client Action Bulletin looks at key areas—including administrative compliance issues—that sponsors of certain defined benefit or defined contribution plans should address by December 31, 2016.
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COLAs for retirement, Social Security, and health benefits for 2017
By Milliman Employee Benefits Research Group | 28 October 2016
CAB 16-7: The Social Security Administration and the IRS have announced cost-of-living adjusted figures for Social Security and retirement plan benefits, respectively, for 2017.
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Proposed Form 5500 Revisions Seek New Retirement Plan Details
By Milliman Employee Benefits Research Group | 12 October 2016
CAB 16-6: This Client Action Bulletin focuses on the key revisions for filing Form 5500 applicable to defined contribution and defined benefit retirement plans, including certain small plans that newly would be required to file certain information.
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Agencies propose new, expanded Form 5500 group health plan reporting
By Milliman Employee Benefits Research Group | 23 August 2016
CAB 16-5: This bulletin focuses on Form 5500 as it relates to group health plan information, including from sponsors of grandfathered group health plans and from sponsors of certain small plans that to date have been exempt from filing.
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IRS proposes deferred compensation rule for governmental and tax-exempt entities
By Milliman Employee Benefits Research Group | 03 August 2016
CAB 16-4: This bulletin focuses on what many plan sponsors and participants may consider the most significant portion of the proposed rule: the expanded definition of a “substantial risk of forfeiture” in 457(f) plans.
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IRS Proposes Additional Guidance for Nonqualified Deferred Compensation under 409A
By Milliman Employee Benefits Research Group | 27 July 2016
CAB 16-3: The IRS has issued a proposed rule related to requirements applicable to nonqualified deferred compensation plans under tax code section 409A.
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DoL's final overtime rule may affect retirement, other benefit programs
By Milliman Employee Benefits Research Group | 02 June 2016
CAB 16-2: The Department of Labor issued a final rule on the Fair Labor Standards Act’s overtime pay requirements for most “white-collar employees,” effective December 1, 2016, and new requirements could have implications for sponsors of retirement plans.
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DoL issues final rule on fiduciary/conflicts of interest
By Milliman Employee Benefits Research Group | 10 May 2016
CAB 16-1: The Department of Labor has released a final rule redefining “fiduciary” under ERISA, and this Client Action Bulletin highlights the key areas covered for retirement plan sponsors.