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Upcoming Speaking Engagement for September

Wednesday, September 3010:00 - 11:00 a.m.On September 30, 2020, I will be a panelist in a…

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…

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…

DOL Publishes Guidance on Retirement Plan Benefit Statements:

On August 5, 2020, the DOL issued a regulation regarding information that must be provided on…

September 2020 ERISA Litigation Update:

Given the continuing wave of ERISA litigation, this article has become a mainstay of The Speed…

IRS Publishes SECURE Act Guidance:

On September 2, 2020, the IRS issued Notice 2020-68 (the “Notice”) to provide additional guidance under…

IRS Updates Its Operational Compliance List for Retirement Plans:

On July 8, 2020, the IRS published the latest version of its Operational Compliance List ("OCL”).…

August ERISA Litigation Update:

Given the continuing wave of ERISA litigation, this article has become a mainstay of The Speed…

IRS Publishes More Guidance Related to COVID-19:

The IRS has issued three new pieces of guidance for retirement plan sponsors, as a result…

New DOL Proposed Regulation Addresses Socially-Responsible Investing:

On June 30, 2020, the DOL published a proposed regulation amending its existing ‘‘investment duties” regulation.…