R. Randall Tracht

R. Randall Tracht

Morgan Lewis

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DOL Extends Participant Disclosure Deadline for 2013

Guidance provides temporary relief from the August deadline for annual disclosures by participant-directed plans. On July 22, the U.S. Department of Labor (DOL) issued Field Assistance Bulletin 2013-02 (the Bulletin),...more

7/26/2013 - Benefit Plan Sponsors Compliance Deadlines Delays Disclosure Requirements DOL Enforcement Fee Disclosure Fees

IRS Announces Compliance Check Program for Tax-Exempt Employers

Sponsors of 457(b) plans may receive questionnaires aimed at identifying noncompliance issues. On June 3, the Employee Plans Compliance Unit of the Internal Revenue Service (IRS) announced the creation of its Section...more

6/17/2013 - 457(b) Plans Compliance IRS Questionnaires Tax Exemptions

Expanded Guidance from IRS on 403(b) Plans

IRS amends EPCRS, significantly affecting 403(b) plans, and issues guidance to assist 403(b) plan sponsors in identifying and correcting defects....more

4/2/2013 - 403(b) Plans Compliance EPCRS IRS Retirement Plan

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