- Pension Benefit Statements🔍
- Field Assistance Bulletin No. 2006|03🔍
- Pension Benefit Statements|Lifetime Income Illustrations🔍
- DOL Provides FAQs for Lifetime Income Illustrations🔍
- Five Things on the Department of Labor's Radar for Employee ...🔍
- DOL Guidance on Pension Benefit Statements🔍
- DOL Guidance on Lifetime Income Illustrations🔍
- DOL Issues Guidance for Including Lifetime Income Disclosures in ...🔍
DOL Guidance on Pension Benefit Statements
Pension Benefit Statements - Lifetime Income Illustrations
Benefit statements must indicate a participant's “total benefits accrued” based on the plan's latest information, which for defined contribution ...
Field Assistance Bulletin No. 2006-03 - U.S. Department of Labor
It provides guidance on good faith compliance with the new pension benefit statement requirements under the Pension Protection Act of 2006.
Pension Benefit Statements-Lifetime Income Illustrations
The Department of Labor (Department) is publishing an interim final regulation regarding the information that must be provided on pension ...
DOL/EBSA, RIN: 1210-AB20, Publication ID: 2012. Title: Pension Benefit Statements. Abstract: Section 508 of the Pension Protection Act of 2006 (PPA) amended ...
DOL Provides FAQs for Lifetime Income Illustrations - Ascensus
... benefit statements provided more than 12 months after the DOL issued guidance ... Pension Benefit Statements – Disclosure Regarding ...
Five Things on the Department of Labor's Radar for Employee ...
This article discusses some of these requirements and related guidance issued by the DOL, the Internal Revenue Service (IRS), and the Pension ...
DOL Guidance on Pension Benefit Statements - BenefitsLink
DB plan administrators must provide Statements to active employees with a vested benefit at least once every three years, and to all other ...
DOL Guidance on Lifetime Income Illustrations - Frost Brown Todd
The Interim Rule requires a plan administrator of an individual account plan to provide at least annually as a part of the pension benefit ...
Title: Pension Benefit Statements-Lifetime Income Illustrations. Abstract: Section 105 of the Employee Retirement Income Security Act (ERISA) requires plans ...
Pension Benefit Statements - Federal Register
The Department of Labor (Department) is developing proposed regulations regarding the pension benefit statement requirements under section ...
DOL Issues Guidance for Including Lifetime Income Disclosures in ...
Presentation. At least annually, the pension benefit statements must include the value of a participant's balance as of the last day of the ...
29 U.S. Code § 1025 - Reporting of participant's benefit rights
In the case of pension benefit statements described in clause (i) of paragraph (1)(A), a lifetime income disclosure under clause (iii) of this subparagraph ...
DOL Issues FAQs on Lifetime Income Illustrations - Frost Brown Todd
A delay past that date would circumvent the requirement that “lifetime income illustrations” be included in a pension benefit statement once ...
Retirement topics - Notices | Internal Revenue Service
Plans that provide for participant-directed accounts must furnish individual benefits statements on a quarterly basis. Plans that do not provide ...
The Department of Labor (DOL) has issued a series of regulations and guidance ... stated that DOL “will view the availability of pension benefit statement.
SECURE 2.0 Provisions for Defined Benefit Plans - Bloomberg Law
Paper Statements. For plan years after Dec. 31, 2025, at least one pension benefit statement must be provided in paper form every three years, ...
DOL: Pension Benefit Statement Disclosures Interim Final Rule
The SECURE Act amended ERISA Section 105 to require benefit statements to include a statement of a participant's current account balance and an ...
What's Coming Up From the DOL - ORBA
Current regulations require defined benefit plans to provide the statement every three years (unless they come up with another DOL-approved ...
Retirement plan reporting and disclosure | Internal Revenue Service
Retirement plans must file certain forms and reports with the IRS and the Department of Labor and send out notices to plan participants and certain others.
PBGC Statement on Department of Labor's Statement of ...
The Pension Benefit Guaranty Corporation (PBGC) strongly supports the repayment of any Special Financial Assistance (SFA) that was paid based on inaccurate ...