Wednesday, September 26 and Thursday, September 27 11:00am – 1:00pm Eddie Merlot’s Denver Tech Center 10110 E Dry Creek Rd, Centennial, CO 80112 On September 26 and September 27, I will present at seminars hosted by Merrill Lynch. The seminars will feature several speakers discussing current issues facing retirement plan sponsors. My portion will consist […]
On August 31, 2018, President Trump signed an Executive Order (the “Order”) that included three main provisions. First, the Order aims at providing more employees with access to an employer-sponsored retirement plan. Specifically, the Order directs the Departments of Labor and Treasury to consider, within 180 days after the Order, issuing regulations or other guidance […]
Given the continuing wave of ERISA litigation, this article has become a mainstay of The Speed Reader. Cases that were filed or resolved, or for which courts issued interim procedural rulings, recently are outlined below. Please note that this list is not exhaustive, however. Bell v. Pension Committee of ATH Holding Company (procedural ruling issued on […]
As explained in The Speed Reader’s January 2018 edition, on December 22, 2017 the bill originally known as “The Tax Cuts and Jobs Act” (the “Act”) became law. (The final version was re-named as the easy-to-remember “Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for […]
Given the continuing wave of ERISA litigation, this article has become a mainstay of The Speed Reader. Cases that were filed or resolved recently are outlined below, although please note that this list is not exhaustive. Acosta v. Beverly (decided on May 2, 2018 by the U.S. District Court for the Eastern District of North […]
In the early morning hours of February 9, 2018, Congress passed a two-year budget agreement that President Trump signed later that day. The main purpose of the law, called the Bipartisan Budget Act of 2018 (the “Act”), was to end the brief government shutdown that occurred on February 9, 2018. However, the Act also contains […]
Given the continuing wave of ERISA litigation, this article has become a mainstay of The Speed Reader. Cases that were filed or for which courts issued rulings recently are outlined below, although please note that this list is not exhaustive. Laborers’ Pension Fund v. Miscevic (decided on January 29, 2018 by the U.S. Court of […]
Given the continuing wave of ERISA litigation updates, this article has become a mainstay of The Speed Reader. Cases that were filed or for which courts issued rulings recently are outlined below, although please note that this list is not exhaustive. Hay v. Gucci America, Inc. (complaint filed on September 15, 2017 in the […]
In an April 20, 2017 memorandum to its employee benefit plans examinations staff, the IRS provided guidance on the narrow issue of the amount of money available for a loan when a participant has received multiple loans from a qualified plan during the past year. The memorandum begins by explaining that under Internal Revenue […]
Given the continuing wave of ERISA litigation, this article has become a mainstay of The Speed Reader. Court cases that were filed (or for which courts issued rulings) recently include the following, although please note that this list is not exhaustive: Hugler v. Weinhagen (decided on April 11, 2017 by the U.S. District Court […]