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Multiemployer Review: Implementing a participant loan provision in a Taft-Hartley Defined Contribution Plan: What to consider
By John Donohue, Jinnie Olson | 10 September 2018
Plan sponsors should ensure that participant loan provisions in a Taft-Hartley Defined Contribution retirement plan be thoroughly vetted and in compliance.
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Multiemployer review: Health and welfare trusts seek increased guidance regarding continuation value
By Sean Silva | 02 August 2018
Due to the continued rise of healthcare costs and uncertainties about the future landscape of healthcare, plan sponsors and fiduciaries are keeping a close eye and seeking increased guidance regarding the financial status of their health and welfare trusts.
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2017 key administrative dates and deadlines for calendar-year multiemployer defined benefit plans
By Milliman Employee Benefits Research Group | 16 January 2017
Key administrative dates and deadlines for defined benefit plans subject to ERISA and the Internal Revenue Code: Multiemployer.
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Multiemployer Review: Taking the Taft-Hartley defined contribution plan to the next level
By John Donohue | 21 November 2016
This paper explains the merits of moving the defined contribution plan from a balance forward, periodic-valued, trustee-directed plan to a daily-valued, self-directed plan that participants can view and monitor every day in order to make more informed decisions about their retirement.
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2016 key administrative dates and deadlines for calendar-year multiemployer defined benefit plans
By Milliman Employee Benefits Research Group | 07 April 2016
Key administrative dates and deadlines for defined benefit plans subject to ERISA and the Internal Revenue Code: Multiemployer.
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Multiemployer Review: Tools for plans in critical and declining status
By Robert A. Behar, Nina M. Lantz, Victor P. Harte | 12 February 2015
The Multiemployer Pension Reform Act of 2014 has made significant changes to the rules that apply to multiemployer pension plans.
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2015 key administrative dates and deadlines for calendar-year multiemployer defined benefit plans
By Milliman Employee Benefits Research Group | 04 February 2015
Key administrative dates and deadlines for defined benefit plans subject to ERISA and the Internal Revenue Code: Multiemployer.
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Multiemployer Review: Multiemployer Pension Reform Act of 2014
By Robert A. Behar, Nina M. Lantz, Victor P. Harte | 02 February 2015
A summary of the provisions in the Multiemployer Pension Reform Act of 2014.
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Multiemployer Alert: IRS issues final hybrid plan regulations with variable annuity pension plan implications
By Milliman Employee Benefits Research Group | 10 October 2014
The Internal Revenue Service (IRS) has published final regulations on hybrid pension plans, including provisions specifically related to variable annuity pension plans (VAPPs), which now enjoy greater flexibility in plan design.
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Multiemployer Alert: The new ASOP 27: What is the impact on multiemployer plan funding?
By Milliman Employee Benefits Research Group | 09 October 2014
New economic assumption selection standard will affect multiemployer plan liabilities.
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2014 key administrative dates and deadlines for calendar-year multiemployer defined benefit plans
By Milliman Employee Benefits Research Group | 15 January 2014
Key administrative dates and deadlines for defined benefit plans subject to ERISA and the Internal Revenue Code: Multiemployer.
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2013 key administrative dates and deadlines for calendar-year multiemployer defined benefit plans
By Milliman Employee Benefits Research Group | 22 January 2013
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2012 key administrative dates and deadlines for calendar-year multiemployer defined benefit plans
By Milliman Employee Benefits Research Group | 05 March 2012
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Multiemployer Review, December 2011
By Dawilla Madsen | 05 December 2011
2011 year end compliance issues for multiemployer retirement plans.
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Multiemployer Review, October 2011
By Milliman Employee Benefits Research Group | 25 October 2011
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Multiemployer Alert, January 2011
By Milliman Employee Benefits Research Group | 12 January 2011
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Multiemployer Alert, December 2010
By Milliman Employee Benefits Research Group | 20 December 2010
The Department of Labor (DOL) has issued a proposed rule on the annual funding notices required of all defined benefit plans that are subject to ERISA Title IV.
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Multiemployer Review, November 2010
By Milliman Employee Benefits Research Group | 30 November 2010
The President on June 25 signed into law a bill that includes multiemployer defined benefit pension plan funding relief.
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Multiemployer Alert - FASB proposes to expand disclosures for all multiemployer plan participating employers
By Milliman Employee Benefits Research Group | 18 October 2010
Significant and comprehensive new accounting footnote disclosures by employers participating in multiemployer defined benefit plans have been proposed by the Financial Accounting Standards Board (FASB).
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Multiemployer Alert - Pension funding relief
18 June 2010