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Annual Employee Benefits Compliance Checklists - Corporate Counsel

The following checklist highlights key issues for corporate counsel with respect to employee benefit plans and executive compensation arrangements....more

Annual Employee Benefits Compliance Checklists - Plan Administrators

Plan administrators should review the following actions to be taken before the end of 2024 and focus on what to expect for 2025. The following checklist addresses plan amendments, notices, and other considerations for...more

Benefit and Contribution Limits for 2025

The Commissioner of Internal Revenue announced the 2025 dollar limitations for benefits and contributions that apply to retirement plans. The Social Security Administration increased the Social Security taxable wage base....more

2022 Annual Employee Benefits Compliance Checklist for Plan Administrators

Plan administrators should review actions to be taken before the end of 2022 and focus on what to expect for 2023. This checklist addresses plan amendments, notices and other considerations for qualified retirement plans,...more

Plan Sponsors Should Review Restated Pre-Approved Plan Documents with Care

Employers using pre-approved plan documents for their defined contribution retirement plans, such as 401(k) plans, should carefully review restated adoption agreements and basic plan documents that may be issued by their...more

Plan Administrators' 2018 Year-End Checklist

Plan administrators should review the following actions to be taken before the end of 2018 and focus on what to expect for 2019. The following checklist addresses plan amendments, notices and other considerations for...more

Plan Administrators’ 2017 Year-End Checklist

Plan administrators should review the following actions to be taken before the end of 2017 and focus on what to expect for 2018. The attached checklist addresses plan amendments, notices and other considerations for qualified...more

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