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Author Archives:
jennifer long
New IRS Guidance Addresses Two SECURE 2.0 Provisions:
By
jennifer long
July 15, 2024
On June 20, the IRS published Notice 2024-55 (the “Notice”). The Notice explains SECURE 2.0 provisions regarding emergency personal expense distributions and domestic…
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July 2024 ERISA Litigation Update:
By
jennifer long
July 15, 2024
Given the continuing wave of ERISA litigation, this article has become a mainstay of The Speed Reader. A sample of recent cases is…
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June 2024 ERISA Litigation Update:
By
jennifer long
June 14, 2024
We have the rare situation where neither the Internal Revenue Service nor the Department of Labor issued any retirement plan guidance since the…
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IRS Publication Addresses New Form W-2 and Form 1099-R Requirements:
By
jennifer long
May 17, 2024
On May 2, the IRS published a Fact Sheet providing guidance on Form W-2 and 1099-R reporting, in light of certain SECURE 2.0…
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