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Ed Frado Law Blog: Latest Updates and Industry News

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This newsletter is written and provided by the Law Office of Ed Frado, LLC only for educational purposes. This newsletter does not provide legal advice. Unless otherwise set forth in an engagement letter between you and the Law Office of Ed Frado, LLC, by subscribing to this newsletter you acknowledge that there is no attorney-client relationship between you and the Law Office of Ed Frado, LLC. 

Year-End Reminders for Defined Contribution Plans:

As the end of 2023 quickly approaches, retirement plan sponsors should promptly consider several important potential tasks. Examples include the following: December 1…
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2024 Retirement Plan Limits Announced: 

On November 1, 2023, via Notice 2023-75, the IRS announced the effect of cost-of-living adjustments on certain 2024 dollar limits for various retirement…
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Novel DOL Guidance Addresses an Investment Advisor Program that Favors Racial Diversity:

This guidance, issued on October 6, 2023 as Advisory Opinion 2023-01A, responds to Citigroup Inc.’s (“Citigroup’s”) request for the DOL’s views on Citigroup’s…
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October 2023 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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Eagerly-Awaited IRS Guidance Addresses Catch-Up Contributions under SECURE 2.0:

The SECURE 2.0 Act of 2022 (“SECURE 2.0”) provided several new rules for age 50 catch-up contributions. Under one SECURE 2.0 section, if…
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September 2023 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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