Recent legislation requires that all new 401(k) plans provide automatic enrollment for all eligible participants. However, plans “established” before 2023 are generally exempt. In the mergers and acquisitions (M&A) context,...more
4/15/2025
/ 401k ,
Acquisitions ,
Compensation & Benefits ,
Compliance ,
Employee Benefits ,
Executive Compensation ,
Foreign Workers ,
Form I-9 ,
Mergers ,
Retirement Plan ,
Taxation ,
Trump Administration
On November 1, 2024, the Internal Revenue Service (IRS) announced cost-of-living adjustments (COLAs) to the dollar limits on benefits and contributions in retirement plans for 2025. These adjustments are in addition to...more
Our qualified retirement plans agenda outlines current legislative, litigation, and other developments concerning tax-qualified retirement plans. Sponsors are encouraged to be aware of these issues and assess whether any...more
11/8/2024
/ 401k ,
403(b) Plans ,
457(b) Plans ,
Contribution Limits ,
Defined Benefit Plans ,
Employee Benefits ,
Fiduciary ,
Fiduciary Duty ,
IRS ,
Qualified Benefit Plans ,
Qualified Retirement Plans ,
Retirement Plan