In late December 2023, the Internal Revenue Service provided additional guidance in the form of questions and answers (“Q&As”) with respect to certain key qualified retirement plan provisions of the Consolidated...more
While many were out last week finishing up their last-minute Christmas shopping, Congress passed the highly-anticipated retirement plan legislation known as “SECURE Act 2.0” and the U.S. Departments of Labor, Health and Human...more
Last week, on January 24, the U.S. Supreme Court issued its much-anticipated decision in Hughes v. Northwestern University, unanimously holding that retirement plan fiduciaries have a duty to continuously monitor retirement...more
Monday, March 27th, President Trump signed into law the Coronavirus Aid, Relief, and Economic Security (CARES) Act. The CARES Act is intended to provide relief to individuals and businesses that are impacted by the...more
Last Friday night, President Trump signed into law a year-end $1.4 trillion spending bill that will fund the government through September 30, 2020. Included in the bill were a number of provisions that impact...more
12/24/2019
/ 401k ,
Affordable Care Act ,
Cadillac Tax ,
Employer Group Health Plans ,
Excise Tax ,
Federal Budget ,
Health Insurance ,
Qualified Retirement Plans ,
Repeal ,
Retirement Plan ,
Retirement Plan Providers ,
SECURE Act ,
Tax Deferral ,
Tax Planning ,
Trump Administration
Your employees likely have more student loan debt than any other kind of consumer debt, except mortgage debt. If you run an internet search using “amount of student loan debt,” you will quickly learn that Americans owe more...more
Last week the IRS announced that 401(k) plans and certain similar employer-sponsored retirement plans can make loans and hardship distributions to help victims of Hurricane Harvey....more
9/7/2017
/ 401k ,
Donations ,
Employee Benefits ,
Hardship Distributions ,
Hurricane Harvey ,
IRS ,
Loans ,
Natural Disasters ,
Paid Leave ,
Retirement Plan ,
Unpaid Leave