M. Travis DeHaven

M. Travis DeHaven

Jackson Lewis P.C.

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SECURE 2.0 Series Part 4: Good News for Sponsors of Pension Plans

The SECURE 2.0 Act of 2022 (SECURE 2.0) provides welcome relief to private sector single employer sponsors of defined benefit pension plans (Pension Plan(s)). Effective for plan years beginning on and after January 1, 2024,...more

1/19/2023  /  Benefit Plan Sponsors , Consolidated Appropriations Act (CAA) , Defined Benefit Plans , Employee Benefits , Employee Retirement Income Security Act (ERISA) , PBGC , Retirement Plan , SECURE Act

Fiduciary Investment Advice: Implications Of Department Of Labor Prohibited Transaction Exception 2020-02

Employers who sponsor and maintain retirement plans on behalf of their employees and who engage investment advisors to provide investment-related advice to participants may take comfort in knowing there is a new prohibited...more

5/17/2021  /  Department of Labor (DOL) , Disclosure Requirements , Employee Retirement Income Security Act (ERISA) , Fiduciary Duty , Individual Retirement Account (IRA) , Internal Revenue Code (IRC) , Investment Adviser , Public Employee Retirement Funds , Retirement Plan
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