Following up on our recent blog post, SECURE 2.0’s Required Changes to Annual Funding Notice Become Effective in 2025, the Department of Labor released Field Assistance Bulletin 2025-02 on April 3, which addresses compliance...more
4/7/2025
/ 401k ,
Department of Labor (DOL) ,
Disclosure Requirements ,
EBSA ,
Employee Benefits ,
Filing Deadlines ,
Funding ,
New Guidance ,
Pensions ,
Regulatory Requirements ,
Retirement Plan ,
SECURE Act
SECURE 2.0 introduced many changes for retirement plans, including updated disclosure requirements for a defined benefit plan’s annual funding notice (AFN). These updated AFN disclosure requirements apply for all plan years...more
Last week, the U.S. Departments of Labor and Treasury issued a Joint Notice requiring the extension of certain benefit plan deadlines for individuals affected by Hurricanes Helene and Milton and Tropical Storm Helene.[1] The...more
11/13/2024
/ Beneficiaries ,
Benefit Plan Sponsors ,
COBRA ,
Department of Labor (DOL) ,
EBSA ,
Employee Retirement Income Security Act (ERISA) ,
FEMA ,
Health Insurance Portability and Accountability Act (HIPAA) ,
Hurricane Season ,
Internal Revenue Code (IRC) ,
Natural Disasters ,
Notice Requirements ,
U.S. Treasury