The Employee Benefits Group provides updates and guidance for clients with retirement plans. First, the Department of Labor recently issued interim final regulations requiring new information to be included on ERISA-covered...more
9/8/2020
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403(b) Plans ,
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Employee Retirement Income Security Act (ERISA) ,
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SECURE Act ,
Special Tax
IRS issues important guidance, including tax reporting clarification, to retirement plan sponsors and administrators on dealing with coronavirus-related distributions, participant loan repayment deferrals, and required...more
This past period of time has brought much uncertainty to the world as well as to employers with retirement plans that have been impacted by COVID-19. This advisory provides insights and guidance to consider for...more
The IRS recently released Notice 2018-68, providing long-awaited initial guidance on amendments made to Section 162(m) of the Internal Revenue Code by the Tax Cuts and Jobs Act of 2017 (TCJA). While the Notice only addressed...more