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401K Fee Disclosure Deadline Extended

DOL extends deadline for providing annual comparative chart of investment alternatives in participant-directed individual account plans.

DOL changes timing of required employer 401(k) and 403(b) disclosures

The DOL grants employers a one-time delay for this year’s disclosure of annual investment-related information to plan participants and beneficiaries.

More Americans Spending Rather than Saving Tax Refund

More than a third (35%) plan to spend all or part of the refund, while only 16% will save it.

Smart Employee Benefit Strategies Used by 10 Best Companies

Don’t miss this opportunity to benchmark your plan against the 10 Best winners!

Financial Advice

Two-thirds of adults trust the financial advice provided by their employer. Read more…

Without Guidance, Firms Must Tread Lightly Around In-Plan Roth Conversions

Compliance Source: McKay Hochman [via BenefitsLink] The in-plan Roth conversion provision of the Small Business Jobs and Credit Act (H.R. 5297) became effective on September 27, 2010. The absence of IRS guidance leaves us with many questions regarding how to implement, administer and report such conversions. As we stated in our October 1st e-mail alert article, … Continued