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Results of Survey on Employee Expenses Charged to Plan Trust

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Treasury Department and IRS Release Notice Regarding Use of Lump Sum Payments

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ERIC Urges the House to Extend Retirement Benefits Protection Contained in Pending Highway Bill

ERIC urges the House of Representatives to pass legislation this week that would extend a tax provision which facilitates the ability of companies to offer important retiree health and life insurance benefits

Pay for Highway Bill Includes Extension of Section 420 Transfer of Excess Funding

As we discussed on the Washington Update call yesterday, Congress is working hard to fund a short term extension to fund the federal highway trust fund, which runs out of money on July 31, 2015. Discussions are underway for legislation to fund highway and transit programs through December 18, 2015

DOL FAB on Plan Sponsor Monitoring Duties for Annuity Products

Today, the Department of Labor released FAB 2015-02, which provides clarification (for enforcement purposes) of plan sponsors’ fiduciary obligations concerning annuity product selection for defined contribution plans

ERIC Applauds Efforts of U.S. Senate Tax Reform Working Group

The ERISA Industry Committee agreed today with the objectives of the bipartisan U.S. Senate Committee on Finance’s Savings & Investment Working Group to reform the nation’s tax system.

ERIC Jointly Files An Amicus Brief Filed On The Bond And Craig v. Marriott International Case

ERIC jointly files an amicus brief filed on the Bond and Craig v. Marriott International case with the U.S. Chamber of Commerce and the American Benefits Council. The law firm of Paul Hastings prepared the brief. The brief addressed two issues: statute of limitations issue and top hat. On the statute of limitations issue, the brief …

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