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.

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.

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.

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.

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.

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.

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.

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.

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.