Author Archives: jennifer long

Since 1991, the IRS has had formal correction programs in place for various retirement plan compliance issues. Current programs under that Employee Plans…

On July 26, 2021, the Department of Labor (“DOL”) issued a series of Frequently Asked Questions (“FAQs”) addressing lifetime income illustrations. As background,…

On June 14, 2021, the U.S. Department of Labor (the “DOL”) published Information Letter 06-14-2021. This guidance addresses the question of whether ERISA’s…

Given the continuing wave of ERISA litigation, this article has become a mainstay of The Speed Reader. A sample of recent cases is…