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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

By Milliman Employee Benefits Research Group  |  16 November 2015

CAB 15-11: The Centers for Medicare and Medicaid Services has announced 2016 cost-of-living adjusted figures for Medicare Part A and Part B.

By Milliman Employee Benefits Research Group  |  06 November 2015

CAB 15-10: A review of key areas that employers and sponsors of defined benefit or defined contribution plans should address by December 31, 2015.

By Milliman Employee Benefits Research Group  |  26 October 2015

CAB 15-9: The Social Security Administration and the IRS have announced the 2016 figures for the Social Security program and tax-qualified retirement plan benefits.

By Milliman Employee Benefits Research Group  |  13 August 2015

CAB 15-8: This Client Action Bulletin provides an overview of several key developments—in the form of IRS guidance, PBGC proposed regulations, and a new law—that have occurred recently for employers that sponsor defined benefit pension plans.

By Milliman Employee Benefits Research Group  |  01 July 2015

CAB 15-7: The U.S. Supreme Court recently ruled on two significant cases that have implications for employer-sponsored retirement and healthcare benefit plans.

By Milliman Employee Benefits Research Group  |  02 June 2015

CAB 15-6: The Supreme Court’s ruling demonstrates the need for plan fiduciaries to review investment options on a regular basis.

By Milliman Employee Benefits Research Group  |  08 May 2015

CAB 15-5: This Client Action Bulletin discusses the Department of Labor’s new proposed “conflict of interest” fiduciary rule.

By Milliman Employee Benefits Research Group  |  13 April 2015

CAB 15-4: This Client Action Bulletin discusses how the IRS is easing correction methods for common 401(k)/403(b) plan failures.