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Employee Retirement Income Security Act (ERISA) › Private Letter Rulings

Jackson Lewis P.C.

SECURE 2.0 Series Part 7: Matching Contributions Based on Student Debt Repayments and Financial Incentives

Jackson Lewis P.C. on

Additional Tools for Employers to Encourage Retirement Savings- Matching Contributions on Student Debt Payments- One of the most eagerly anticipated provisions of the “SECURE 2.0” legislation is the ability for...more

Williams Mullen

ESOP Essentials: Can My Company Offer An ESOP? Selected Tax Guidance on Choice of Entity, Business Structure and ESOPs

Williams Mullen on

An employee stock ownership plan (ESOP) is a type of tax-qualified retirement plan. ESOPs are designed to invest primarily in qualifying employer securities, as defined in applicable tax rules....more

Holland & Hart - The Benefits Dial

Matchmaker, Matchmaker, Make Me a Match … Based on my Student Loan Repayments

Holland & Hart - The Benefits Dial on

For the last several years, a hot topic for policymakers has been how to address the nation’s massive student loan debt. At the same time, the pressure remains to develop ways to encourage Americans to save for their own...more

Snell & Wilmer

Design Considerations for Medical Emergency Leave-Sharing Programs

Snell & Wilmer on

Employers often allow employees to donate leave to co-workers who are experiencing medical emergencies. If properly structured, these leave transfers can be excluded from the gross income of the donor employee and included in...more

Spilman Thomas & Battle, PLLC

The Way of the Future: Student Loan Benefit Plans

Spilman Thomas & Battle, PLLC on

According to a recent study, Americans currently owe approximately $1.4 trillion in student loan debt. With increasing pressure to pay off student loans, some employees choose not to contribute to retirement programs offered...more

Spilman Thomas & Battle, PLLC

ERISA & Employee Benefits Alert: October 2018

Spilman Thomas & Battle, PLLC on

Welcome to the first edition of ERISA & Employee Benefits Alert. Our ERISA and Managed Care Group will be providing curated insights and news concerning notable ERISA and managed care issues that highlight current or emerging...more

Winstead PC

Another Lesson on Bullet Proofing Your Claims Process

Winstead PC on

On July 12, 2018, a previous alert entitled “Bullet Proofing Your Claims Process” discussed lessons learned from a recent 5th Circuit decision in White v. Life Insurance Company of North America, (5th Cir. June 13, 2018,...more

Eversheds Sutherland (US) LLP

It's Curtains for Some Lump-Sum Window Programs

Eversheds Sutherland (US) LLP on

On July 9, the Internal Revenue Service (IRS) released Notice 2015-49 to announce it intends to prohibit retirees who are receiving annuity payments from a defined benefit pension plan from electing a lump sum in lieu of the...more

Eversheds Sutherland (US) LLP

IRS Releases Additional Rulings on Lump-Sum Windows

Eversheds Sutherland (US) LLP on

The practice of offering lump-sum distributions has become increasingly popular among defined benefit plan sponsors looking to decrease volatility or other defined benefit plan risks. In some situations, plan sponsors offer...more

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