Karen Simonsen

McDermott Will & Emery

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White House Budget Proposal Includes Many Retirement-Related Provisions

On February 2, 2015, the White House released its Fiscal Year 2016 Budget, which includes a number of tax code changes targeting retirement savings. If enacted as presented, the proposals would have a significant effect on...more

2/20/2015 - 401k Federal Budget IRA Qualified Retirement Plans Retirement Plan Small Business Startups Tax Credits

New Money Market Fund Rules Require Review by Retirement Plan Sponsors

The U.S. Securities and Exchange Commission (SEC) recently amended the rules governing money market funds in an effort to increase the stability and liquidity of these funds in times of economic stress. Money market funds...more

9/11/2014 - Benefit Plan Sponsors Employer Liability Issues LiquidAlts Liquidity Fees Money Market Funds Redemption Gates Retirement Plan SEC

DOL Issues Guidance on Plan Asset Status of Revenue Sharing Payments

The U.S. Department of Labor (DOL) recently issued guidance on whether accounts holding revenue sharing payments constitute “plan assets” under ERISA. Prior to the issuance of the DOL guidance, it was unclear whether these...more

8/20/2013 - DOL ERISA Fiduciary Duty Recordkeeping Requirements Revenue Sharing

DOL Permits Plan Administrators to Reset Annual Fee Disclosure Deadline

The United States Department of Labor (DOL) recently issued guidance that gives administrators of defined contribution plans a one-time opportunity to reset their deadline for providing participants with the plan’s required...more

8/16/2013 - 401k Benefit Plan Sponsors Deadlines DOL Fee Disclosure

DOL Releases Informal Guidance Addressing Fiduciary Responsibilities With Respect to Target Date Funds

Recent U.S. Department of Labor (DOL) guidance underscores the need for plan fiduciaries to rigorously examine and monitor target date fund (TDFs), and potentially explore the use of custom or non-proprietary TDFs....more

3/18/2013 - DOL Due Diligence Fiduciary Duty SEC

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