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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. 

IRS Guidance Addresses Matching Contributions for Student Loan Payments:

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…
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IRS Guidance Addresses Form 5330 Filings:

As background, IRS Form 5330 (Return of Excise Taxes Related to Employee Benefit Plans) must be filed, and a related excise tax paid…
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August 2024 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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August 2024 Upcoming Speaking Engagement:

On Thursday, August 29, I will present at a seminar hosted by HUB International. The seminar will include several speakers, including a senior…
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New IRS Guidance Addresses Two SECURE 2.0 Provisions: 

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: 

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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