Top 10 Opportunities and Pitfalls for Individuals in the New SECURE Act
Top 10 Opportunities and Pitfalls for Individuals in the New SECURE Act- Website Article- 1-31-2020 (00559671xAF102) Read More
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Top 10 Ways the New SECURE Act Expands Retirement Options for Employers
Top 10 Ways the New SECURE Act Expands Retirement Options for Employers- 1-31-2020 (00559663xAF102) Read More
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Next Steps for Plan Sponsors as the Fiduciary Rule on Investment Advice Takes Effect
A new “Fiduciary Rule” (“Rule”) took effect on June 9, 2017, related to investment advice provided with respect to employee benefit plans (“Plans”) subject to the Employee Retirement Income Security Act of 1974 (“ERISA”) and also to individual retirement accounts (“IRAs”). If you are a sponsor of at least one Plan — and are, therefore, a “Plan Sponsor” – it is important to consider the...Read More
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IRS Withdraws Proposed Regulations Affecting Nondiscrimination Requirements for Qualified Plans
As published in Steve Leimberg’s Employee Benefits and Retirement Planning Newsletter on April 25, 2016. Reproduced courtesy of Leimberg Information Services, Inc. (LISI) at https://www.leimbergservices.com. “The Internal Revenue Service recently announced the withdrawal of specific provisions of proposed regulations that were issued in January, 2016, related to the non-discrimination...Read More
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Court Holds Severance Payments Are Not Subject to FICA Taxes
A new “Fiduciary Rule” (“Rule”) took effect on June 9, 2017, related to investment advice provided with respect to employee benefit plans (“Plans”) subject to the Employee Retirement Income Security Act of 1974 (“ERISA”) and also to individual retirement accounts (“IRAs”). If you are a sponsor of at least one Plan — and are, therefore, a “Plan Sponsor” – it is important to consider the...Read More
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American Recovery and Reinvestment Act Includes COBRA Changes
The American Recovery and Reinvestment Act of 2009 (“ARRA”) provides for premium reductions and additional election opportunities for health benefits under the Consolidated Omnibus Budget Reconciliation Act of 1985 (“COBRA”). Eligible individuals pay only 35 percent of their COBRA premiums and the remaining 65 percent is reimbursed to the coverage provider through a tax...Read More
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Fiduciary Liability To A Single Participant Under ERISA
The United States Supreme Court has agreed to hear a case that could have a drastic impact on fiduciaries of qualified retirement plans subject to the Employee Retirement Income Security Act (ERISA). Plaintiff, James Larue, an employee of the management consulting firm of DeWolff, Bobert & Associates, brought suit against his employer seeking lost appreciation in his 401(k) pension...Read More
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