Author Archives: jennifer long

Under a SECURE 2.0 Act of 2022 (“SECURE 2.0”) provision that has garnered a lot of attention, matching contributions can be made with respect…

As background, IRS Form 5330 (Return of Excise Taxes Related to Employee Benefit Plans) must be filed, and a related excise tax paid…

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

On Thursday, August 29, I will present at a seminar hosted by HUB International. The seminar will include several speakers, including a senior…