Article
07 October 2025 - by Dominick Pizzano, Ginny Boggs
We present a detailed list of key areas of focus for single-employer DB and DC plans during the fourth quarter.
Article
27 September 2024 - by Dominick Pizzano, Ginny Boggs
Our latest Client Action Bulletin looks at key areas that defined benefit and defined contribution plan sponsors should address by year-end 2024.
Article
31 July 2024 - by Jason Karcher, Nina Lantz, Ginny Boggs
Explore the 2024 Supreme Court rulings on health insurance and retirement benefits regulations, and learn about the end of Chevron deference, new statute of limitations rules, and the requirement for jury trials in civil penalties.
Article
28 November 2023 - by Ginny Boggs, Nina Lantz
We review recent IRS guidance related to long-term, part-time (LTPT) employee rules for cash or deferred arrangements (CODA) under section 401(k).
Article
09 August 2022 - by Ginny Boggs, Charles J. Clark
Plan sponsors need to review IRS Notice 2022-33 with scrutiny and check with their plan administrative committees and external business partners to assess how they need to proceed.
Article
07 June 2022 - by Ginny Boggs, Jessica McDevitt, Jinnie Olson
Now is the time for plan sponsors to reacquaint themselves with the SECURE Act's DC plan lifetime income disclosure requirements as the deadline quickly approaches.
Article
02 September 2020 - by Charles J. Clark, Ginny Boggs
The Department of Labor’s Employee Benefits Security Administration has published an interim final rule describing calculation methodology and model language to “obtain relief from liability” in the presentation of “Lifetime Income Illustrations” applicable to ERISA-covered defined contribution (individual account) plans, the intent of which is likely a regulatory safe harbor.
Article
11 May 2020 - by Charles J. Clark, Ginny Boggs
The CARES Act has sweeping implications for both defined benefit and defined contribution retirement plans in the U.S., as Milliman’s Charles Clark and Ginny Boggs discuss on this episode of Critical Point.
Article
20 November 2007 - by Ginny Boggs, Jeffrey T. Marzinsky, Kara Tedesco
The new 403(b)rules will bring significant changes. Although the rules don't take effect until Jan. 1, 2009, plan sponsors, fiduciaries, and employers need to take action NOW to be prepared. The slides and audio provide an overview of the changes,
Article
01 November 2007 - by Ginny Boggs
For anyone watching the emerging rules and regulations governing retirement plans in our country, the last year or two have provided plenty of action new ERISA rules for 401(k)s, the Pension Protection Act of 2006, and new rules from the