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Correcting Retirement Plan Overpayments: Relief and Restrictions From SECURE 2.0

The Consolidated Appropriations Act of 2023, which was signed into law on December 29, 2022, includes numerous provisions impacting retirement savings plans, which are collectively referred to as SECURE 2.0. SECURE 2.0...more

SECURE 2.0: A Summary of Key Changes Impacting Employer-Provided Retirement Plans

President Biden is expected to sign the 2023 Consolidated Appropriations Act (CAA) this week. The law, which passed the House and Senate on Dec. 23 and Dec. 22, respectively, contains significant changes to employer-provided...more

What Employers That Contribute to Multiemployer Plans Receiving 'Special Financial Assistance' Need to Know

In a prior alert, we detailed how the Interim Final Rule (IFR) from the Pension Benefit Guaranty Corporation (PBGC) regarding the special financial assistance (SFA) provided under American Rescue Plan Act of 2021 (ARPA) would...more

Summary Of CARES Act Provisions Affecting Employer-Sponsored Retirement Plans

The Coronavirus Aid, Relief and Economic Security Act or CARES Act, signed into law on March 27, 2020, includes many employment and employee benefit plan provisions. Set forth below is a summary of the significant changes...more

Understanding Mass Withdrawal Liability And Available Alternatives

Withdrawal liability is not well understood by many employers who contribute to multiemployer defined benefit pension funds because it is both complex and daunting. Mass withdrawal liability is perhaps even less well...more

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