Anne Meyer

Snell & Wilmer

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Third Time’s a Charm? The Department of Labor Releases Its Third Iteration of the Fiduciary Rule

Over strenuous objection from some members of the financial services industry and some members of Congress, on April 23, 2024, the Department of Labor (DOL) released its final rule (the Final Rule) defining what it means to...more

4/30/2024 / Department of Labor (DOL) , Employee Retirement Income Security Act (ERISA) , Exemptions , Fiduciary Rule , Final Rules , Financial Transactions , Individual Retirement Account (IRA) , Investment Adviser , Investors , New Amendments

IRS Publishes 2019 Required Amendments List

In our 2019 End of Year Plan Sponsor “To Do” List (Part 3) Qualified Plans, we suggested that sponsors of all qualified retirement plans should be on the lookout for the Internal Revenue Service’s (“IRS”) 2019 Required...more

12/16/2019 / Benefit Plan Sponsors , Collective Bargaining , Defined Benefit Plans , Employee Benefits , Final Rules , Hardship Distributions , IRS , Qualified Retirement Plans , Required Amendments (RAs) , Retirement Plan

Treasury Department and IRS Publish Final Hybrid Plan Regulations and Announce Extension of Required Amendment Date for Certain...

The Treasury Department and the IRS recently issued final regulations (the “2015 Final Regulations”) relating to hybrid retirement plans, including cash balance pension plans. The 2015 Final Regulations provide...more

11/30/2015 / Final Rules , Hybrid Plan , IRS , Pension Plan Amendments , Retirement Plan , U.S. Treasury

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