Kathleen Bardunias

Kathleen Bardunias

Pillsbury Winthrop Shaw Pittman LLP

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IRS Releases Further Guidance for Retirement Plans on Treatment of Same-Sex Spouses

In IRS Notice 2014-19 and accompanying FAQs, the Internal Revenue Service (“IRS”) issued long-awaited guidance addressing the treatment of same-sex spouses under qualified retirement plans such as 401(k) and defined benefit...more

4/11/2014 - DOMA IRS Marriage Qualified Retirement Plans Retirement Plan Same-Sex Marriage SCOTUS

Retirement Plans Get One Chance to Change Annual Participant Fee Disclosure Deadline

On July 22, 2013, the Department of Labor (DOL) announced a one-time opportunity for administrators of participant-directed individual account plans such as 401(k) and ERISA-covered 403(b) plans to “re-set” their annual...more

7/25/2013 - 401k 403(b) Plans Disclosure Requirements DOL ERISA Fees Retirement Plan

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