Ed Frado Law Blog: Latest Updates and Industry News

Upcoming Speaking Engagement for September

Wednesday, September 3010:00 - 11:00 a.m.On September 30, 2020, I will be a panelist in a Webex presentation that will include a retirement…
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IRS Updates Special Tax Notice for Certain Plan Distributions:

On August 6, 2020, via Notice 2020-62, the IRS published its updated model notice that can be used to satisfy section 402(f) of…
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IRS Issues Guidance on Rollover Rules for Plan Loan Offset Amounts:

On August 20, 2020, the IRS published proposed regulations addressing a provision of the Tax Cuts and Jobs Act (the “TCJA”), which became…
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DOL Publishes Guidance on Retirement Plan Benefit Statements:

On August 5, 2020, the DOL issued a regulation regarding information that must be provided on defined contribution plan participants’ benefit statements under…
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September 2020 ERISA Litigation Update:

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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IRS Publishes SECURE Act Guidance:

On September 2, 2020, the IRS issued Notice 2020-68 (the “Notice”) to provide additional guidance under the SECURE Act.  (Please see the January…
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