Anne Meyer

Anne Meyer

Snell & Wilmer

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DOL Rules that Target Fiduciary Conflict of Interests May Impact Employee Plan Sponsors and Fiduciaries

“Middle class economics means that Americans should be able to retire with dignity after a lifetime of hard work. But loopholes in the retirement advice rules have allowed some brokers and other advisers to recommend products...more

5/20/2016 - Benefit Plan Sponsors Best Interest Contract Exemptions Conflicts of Interest DOL ERISA Fiduciary Duty Investment Adviser Retirement Plan

IRS: Don’t Answer All the 5500 Questions!

The 2015 Form 5500 added some new optional compliance questions for the 2015 Forms 5500 and 5500-SF. In December 2015, the IRS issued frequently asked questions on the new compliance questions and strongly encouraged plan...more

4/22/2016 - Benefit Plan Sponsors Form 5500 IRS OMB 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

IRS Announces Changes to Determination Letter Process for Individually Designed Retirement Plans

In Announcement 2015-19, the IRS announced the elimination of the five year remedial amendment cycle for individually designed retirement plans effective as of January 1, 2017. This means that after January 1, 2017,...more

8/25/2015 - Compliance Determination Letter Document Review Employee Benefits IRS Retirement Retirement Plan U.S. Treasury

Fiscal Cliff Legislation Expands In-Plan Roth Conversions for Qualified Plans

On January 2, 2013, President Obama signed into law the American Taxpayer Relief Act of 2012 (the “Act”), more commonly known as the fiscal cliff legislation. Among other things, the Act amended the tax code to remove some of...more

1/23/2013 - 401k American Taxpayer Relief Act Fiscal Cliff IRS Retirement Plan Roth Conversions

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