Archives

Year-End Reminders for Defined Contribution Plans:

As the end of 2020 quickly approaches, retirement plan sponsors should promptly consider several important potential…

Department of Labor Announces Results of 2020 Employee Benefit Plan Investigations and Other Enforcement Measures:

On October 14, 2020, the Department of Labor (the “DOL”) published a Fact Sheet summarizing its…

2021 Retirement Plan Limits Announced:

On October 26, 2020, via Notice 2020-79, the IRS announced the effect of cost-of-living adjustments on…

New IRS Guidance Should Remind Employers to Retain Participants’ Current Address:

The IRS recently released Private Letter Ruling 202023007 (the “PLR”). The PLR applicant, who owned an…

October 2020 ERISA Litigation Update:

ERISA Litigation Update:  Given the continuing wave of ERISA litigation, this article has become a mainstay…

DOL Publishes Guidance Regarding Independent Contractor Status:

On September 22, 2020, the DOL issued a proposed regulation intended to help employers analyze whether…

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…