Current Issues
The Rules & Regulations
Stay up-to-date on the legislative and industry topics. Each section has articles and FAQs written by our nationally known employee benefit attorneys explaining how it will affect your business activities. We also would like to encourage you to contribute to the site your thoughts and procedures to share with industry peers.
EFAST2
Beginning with the 2009 plan year, the Department of Labor (DOL) will require retirement and welfare plans to file their annual reports (Form 5500) electronically (EFAST2). The transformation from paper to electronic filing will result in significant changes in procedures. Learn how to prepare yourself and your clients.
403(b)
The IRS has issued the final 403(b) regulations that go into effect on January 1, 2009. Read about the new compliance requirements.
EGTRRA Restatements
Employers are in the midst of the restating pre-approved plans using a 5-year and 6-year cycle for compliance with EGTRRA. Learn what cycle you fall into and other important details about successfully restating your plans.