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Executive Reports

December 16, 2011

DOL Clarifies Electronic Disclosure of Participant Fee Disclosures
Still Waiting for Final Guidance on Service Provider Disclosures
PSCA Sheds Light on Key Coverage Statistic

October 28, 2011

IRS Announces 2012 Plan Limits
DOL Final Rule on Advice Under the Pension Protection Act Incorporates PSCA Comments
SEC Issues "No Action Letter" on Participant Fee Disclosures

September 29, 2011

DOL Issues Electronic Disclosure Interim Policy for Participant Fee Disclosure
DOL Will Re-Propose Fiduciary Advisor Definition Rule
DOL Webcast Discusses Participant Fee Disclosure Rule

July 29, 2011

DOL Finalizes Fee Disclosure Due Dates Extensions
DC Plans Remain in Peril Under Debt Reduction Plans
PSCA President Addresses ERISA Advisory Council
DOL to Include "Lifetime Income Stream" in Benefit Statements

June 28, 2011

DOL Extends Fee Disclosure Deadlines, But Timing Remains a Problem
PSCA Urges DOL to Relax Electronic Disclosure Safe Harbor
Treasury Provides FBAR Filing Relief
IRS Releases Final FORM 8955-SSA and Provides Filing Relief for 2009 and 2010 Plan Years

May 25, 2011

PSCA Joins in Kraft Amicus Brief
Seal Act Aims to Help Laid Off Workers Repay Loans
Cigna v. Amara: Supreme Court Addresses Remedies for Violation of ERISA Disclosure Rules

April 22, 2011

DOL Considers Changes to Electronic Disclosure Rule

March 15, 2011

PSCA Testifies at DOL Hearing on Definition of Fiduciary Adviser
Justice Announces Shift on Defense of Marriage Act
IRS Clarifies "Readily Tradable" Employer Securities
IRS Issues Guidance on Section 403(b) Plan Termination Process

February 15, 2011

DOL Extends Service Provider Disclosure Deadline to January 2012
President's Budget Holds Few Surprises for Retirement Plans
DOL Rules that Tribal Court Domestic Relations Orders are Not a QDRO
PSCA Urges Fiduciary Oversight of Rollover Recommendations

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