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Category Archives: Legislation
Governmental Roth 457 Plans May Become a Reality
Earlier this year, I posted about a provision contained in one of the 13 appropriate bills which would permit 457(b) plans to include a qualified Roth contribution program. H.R. 2419, also known as the Food and Energy Security Act of … Continue reading
Posted in 457 Plans, Legislation, Plan Language
1 Comment
Close but no Cigar on PPA Technical Corrections Act of 2007
Last night, Congress adjoined without acting on H.R. 3361, the House of Representative’s version of the Pension Protection Technical Corrections Act of 2007. The Senate passed S. 1974, the Senate version of the Pension Protection Technical Corrections Act of 2007. … Continue reading
Posted in Defined Benefit, Legislation
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QDIA Notice: No Relief in Sight
With the deadline of November 24th to provide the Qualified Default Investment Alternatives (QDIA) Notice fast approaching, neither the Dept. of Labor nor the IRS has announced a last minute extension. When the DOL released the Final Rule on Default … Continue reading
Posted in Automatic Enrollment, Legislation
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Veteran’s Day
Lizzie Palmer has posted an amazing video on YouTube. The video has nothing to do with plan documents or ERISA directly. Earlier this month, I posted about reviewing the USERRA provisions in plan documents before making year-end contribution projects for … Continue reading
Posted in Distributions, Legislation, Plan Language
1 Comment
Comments on PPA Technical Corrections Bill Requested
The House Ways and Means Committee is requesting comments on H.R. 3361, which is the House bill containing technical corrections to the Pension Protection Act. Comments will be accepted until the close of business on November 1st and can be … Continue reading
Posted in Automatic Enrollment, Legislation
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Cash Balance Prototype or Volume Submitter Plans
At the Cincinnati Benefits Conference last week, I was surrounded by some of the giants of plan document design, especially pre-approved prototypes and volume submitter documents. At one point, around one table during lunch, sat the writers of prototypes and … Continue reading
Posted in Cash Balance, DBK, IRS, Legislation
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Restricting Plan Investments Based on Public Policy
On Friday, Ohio announced that its five public employee pension systems will adopt policies aimed at dropping investments in companies which do business in Iran and the Sudan. Recently, Illinois had adopted the same policy by state statute. That state … Continue reading
Posted in Investments, Legislation
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IRS Has a Busy Day
New information today from the IRS, PBGC and the Government Printing Office. Today, the IRS released Revenue Procedure 2007-37, setting forth the procedure that a sponsor of a defined benefit plan, other than a multiemployer plan, can request and obtain … Continue reading
Posted in Final 415 Regs, IRS, Legislation
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Some Technical Corrections to the Pension Protection Act
Last Friday, May 27th, President Bush signed into law the U.S. Troop Readiness, Veterans’ Care, Katrina Recovery, and Iraq Accountability Appropriations Act, 2007 (Public Law 110-28). This Act was H.R. 2206, and will be remembered for increasing the minimum wage … Continue reading
Posted in Legislation
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When Service Begins for Vesting Credit
The new immigration bill, the Comprehensive Immigration Reform Act of 2007 (S. 1348), raises another question. If alien, or undocumented, workers are recognized as employees for qualified plan purposes in plans which previously did not recognize them as eligible employees, … Continue reading
Posted in Legislation, Vesting
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