The following compilation of resources regarding ERISA rules may assist you in compliance.
- 401(k) Plans Step Into the Sunshine – This article from the Wall Street Journal explains the new rules from the Labor Department.
- As an ERISA fiduciary, you’ll need to fill out and file the DOL – 401(k) Fee Disclosure Form from the U.S. Department of Labor, Employee Benefits Security Administration (EBSA).What exactly is required of you? Learn what you need to know in “DOL – Meeting Your Fiduciary Responsibilities” U.S. Department of Labor, Employee Benefits Security Administration (EBSA), October 2010.
- “DOL – A Look At Plan Fees” gives plan participants a clearer understanding of the fees and expenses involved with their employee retirement plan. U.S. Department of Labor, Employee Benefits Security Administration (EBSA), October 2010.
- Plan participants can find out ways to better prepare now for their retirement with “DOL – Savings Fitness” U.S. Department of Labor, Employee Benefits Security Administration (EBSA), October 2010
- What was the damage to retirement income from the financial and housing implosion? And what can be done to fix it? Learn more in “EBRI – A Post Crisis Assessment of Retirement Adequacy.” VanDerhei, Jack; Employee Benefit Research Institute Issue Brief, February 2011.
- A snapshot of the financial standing of retirees is developed in “EBRI – Expenditure Patterns of Older Americans.” Banerjee, Sudipto; Employee Benefit Research Institute Issue Brief, February 2011.
- Workers have changed their expectations about when they’ll retire and how much they’ll have, as evidenced by “EBRI – The 2011 Retirement Confidence Survey.” Helmen, Ruth; Copeland, Craig; VanDerhei, Jack; Employee Benefit Research Institute Issue Brief, March 2011.
- Where are plan participants investing their money? Answers can be found in “eBRI – 401(k) Plan Asset Allocation” VanDerhei, Jack; Holden, Sarah; Alonso, Louis; and Bass, Steven; Employee Benefit Research Institute Issue Brief, December 2011.