Viewpoints for fiduciaries: legislative/regulatory

When are participant change notices required under ERISA 404a-5?

Being a plan sponsor comes with administrative and fiduciary duties. Knowing whether a retirement plan event triggers the need to send a change notice or not is one of those confusing areas that can require guidance. This guide can help you understand your requirements beyond the annual and quarterly notices.
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Takeaways from the ARPA relief for single-employer pension plans

On March 11, President Biden signed the American Rescue Plan Act of 2021 (ARPA) into law. Two provisions of the stimulus package are a welcome followup to previous pension plan legislation, as they’re intended to stabilize single-employer pension plan funding. Defined benefit (DB) plan sponsors should understand how these changes will lower and smooth out their plans minimum required contributions.
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Six tips to help you locate missing retirement plan participants

If you’re a plan fiduciary and you’re wondering whether you need to pay attention to the recent guidance from the DOL—the answer is yes. We’ll help you understand how participants go missing and provide you with best practices to find them.
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