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
11/20/2024
/ 401k ,
403(b) Plans ,
Benefit Plan Sponsors ,
Cafeteria Plans ,
Compensation & Benefits ,
Compliance ,
Defined Contribution Plans ,
Disclosure Requirements ,
Employee Benefits ,
Employer Group Health Plans ,
Fiduciary ,
Medicare Part D ,
Notice Requirements ,
PBGC ,
Plan Administrators ,
Retirement Plan ,
Retirement Plan Providers ,
Safe Harbors ,
SECURE Act
Join us as we commemorate ERISA’s 50th anniversary and review the past, present and future of this pivotal legislation.
This hybrid event offers two options for attendance: in-person or webinar. Both options will have an...more
8/13/2024
/ Best Practices ,
Continuing Legal Education ,
Disclosure Requirements ,
Documentation ,
Employee Benefits ,
Employee Retirement Income Security Act (ERISA) ,
Enforcement Actions ,
ERISA Litigation ,
Events ,
Fiduciary Duty ,
Human Resources Professionals ,
Plan Administrators ,
Reporting Requirements
Plan administrators should review actions to be taken before the end of 2023 and focus on what to expect for 2024. This checklist addresses plan amendments, notices and other considerations for qualified retirement plans,...more
This hybrid event offers two options for attendance: in-person or webinar. Both options will have an interactive experience and SHRM credit, so choose the method that works best for you.
Attendees will learn about topics...more
9/7/2023
/ Benefit Plan Sponsors ,
Continuing Legal Education ,
Deadlines ,
Employee Benefits ,
Events ,
Human Resources Professionals ,
Plan Administrators ,
Relief Measures ,
Retirement Funds ,
Retirement Plan ,
Retirement Plan Providers ,
SECURE Act
The Internal Revenue Service (“IRS”) provided welcome relief for administrators of plans offering catch-up contributions. Notice 2023-62, issued on August 25, essentially delays the effective date of a provision under the...more
8/31/2023
/ Benefit Plan Sponsors ,
Employee Benefits ,
Employee Contributions ,
Individual Retirement Account (IRA) ,
IRS ,
Plan Administrators ,
Retirement Plan ,
Roth IRA ,
SECURE Act ,
Time Extensions ,
U.S. Treasury
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
11/22/2022
/ 401k ,
CARES Act ,
Contribution Limits ,
Defined Benefit Plans ,
Defined Contribution Plans ,
Employee Benefits ,
Employer Group Health Plans ,
Health and Welfare Plans ,
Plan Administrators ,
Qualified Retirement Plans ,
Retirement Plan ,
Safe Harbors ,
SECURE Act
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 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
11/20/2017
/ Benefit Plan Sponsors ,
Defined Benefit Plans ,
Defined Contribution Plans ,
Employee Benefits ,
Employee Stock Purchase Plans ,
Executive Compensation ,
Fee Disclosure ,
Health and Welfare Plans ,
Notice Requirements ,
Pension Plan Amendments ,
Plan Administrators ,
Required Minimum Distributions ,
Safe Harbors ,
Stock Options ,
Year-End Compliance Checklist