News & Analysis as of

Individual Retirement Account (IRA) Retirement Plan Providers

Faegre Drinker Biddle & Reath LLP

The New Fiduciary Rule (6): The Fiduciary Definition of Fiduciary

The US Department of Labor has released its package of proposed changes to the regulation defining fiduciary advice and to the exemptions for conflicts and compensation for investment advice to plans, participants (including...more

Brownstein Hyatt Farber Schreck

Catch-Up Contributions: Breathe a Sigh of Relief

On Friday, Aug. 25, 2023, the IRS released Notice 23-62, which (i) clarifies that plan sponsors may continue to allow participant “age 50” catch-up contributions after Dec. 31, 2023, and (ii) delays implementation of the...more

Quarles & Brady LLP

Updates on SECURE 2.0, the Employee Retention Credit and the Preventive Services Mandate

Quarles & Brady LLP on

The Setting Every Community Up for Retirement Enhancement 2.0 Act of 2022 (SECURE 2.0) was enacted in December 2022 as part of the year-end omnibus spending bill. Even though several provisions were effective in 2023, the...more

Warner Norcross + Judd

[Webinar] Employee Benefits SECURE Act 2.0 Series - Part 2: Distribution Rule Revisions - April 12th, 12:00 pm - 1:00 pm ET

Warner Norcross + Judd on

Warner’s Employee Benefits Practice Group is pleased to present a webinar series on significant new retirement plan legislation, the SECURE Act 2.0. While we expect implementing the new law to take several years, some...more

Warner Norcross + Judd

[Webinar] Employee Benefits SECURE Act 2.0 Series - Part 1: Changes to Retirement Plan Eligibility and Contributions - March 28th,...

Warner Norcross + Judd on

Warner’s Employee Benefits Practice Group is pleased to present a webinar series on significant new retirement plan legislation, the SECURE Act 2.0. While we expect implementing the new law to take several years, some...more

Groom Law Group, Chartered

[Webinar] SECURE 2.0 and IRAs - January 25th, 2:00 pm - 2:30 pm EST

In the third edition of Groom Law Group, Chartered’s SECURE Act 2.0 webinar series, we will dive into its impact on IRAs....more

McDermott Will & Emery

[Webinar] SECURE 2.0 Takes Second Bite at Retirement Security - January 25th, 12:00 pm - 1:00 pm CST

McDermott Will & Emery on

Join partners from McDermott’s Employee Benefits team as they discuss the impact of the recently passed SECURE 2.0 Act of 2022. With over 90 changes to retirement plans and individual retirement accounts (IRAs), this webinar...more

Stark & Stark

[Webinar] Estate Planning: Important Changes in 2023 - January 24th, 6:00 pm - 7:00 pm EST

Stark & Stark on

Join Robert F. Morris, Esq. for a discussion on recent changes affecting retirement assets (IRAs, 401ks, etc.) and updates to the federal gift and estate taxes. The seminar will include how these changes can affect you and...more

Stark & Stark

[Webinar] Estate Planning: Important Changes in 2023 - January 24th, 12:00 pm - 1:00 pm EST

Stark & Stark on

Join Robert F. Morris, Esq. for a discussion on recent changes affecting retirement assets (IRAs, 401ks, etc.) and updates to the federal gift and estate taxes. The seminar will include how these changes can affect you and...more

Groom Law Group, Chartered

[Webinar] SECURE 2.0 – What You Need to Know - January 4th, 2:00 pm - 3:00 pm EST

The landmark legislation aimed at modernizing the retirement system, SECURE 2.0, has finally arrived, and with its 90 provisions, there is a lot to unpack. On Wednesday, January 4, 2023 at 2:00 – 3:00 p.m. ET, Groom...more

Proskauer - Employee Benefits & Executive...

SECURE 2.0 Act of 2022 Arrives: (Another) Landmark Retirement Package

The wait is over for SECURE 2.0, a long-awaited (and debated) package of retirement plan reforms.  Today, Congress passed the “SECURE 2.0 Act of 2022” as part of the 2023 Consolidated Appropriations Act; President Biden is...more

Kilpatrick

5 Key Takeaways | Establishing Tax Qualified Retirement Plans

Kilpatrick on

Kilpatrick Townsend's Sterling Perkinson and Peter Daines recently presented "Establishing Tax Qualified Retirement Plans." These are the 5 key takeaways from their presentation....more

Morgan Lewis - ML Benefits

Procrastinators Rejoice Part II: IRS Extends CARES Act Amendment Deadlines for Loan Relief and COVID-19-Related Distributions

As described in our prior blog post, the US Internal Revenue Service (IRS) recently extended many impending amendment deadlines for legislative changes made by the Setting Every Community Up for Retirement Enhancement Act of...more

Fisher Phillips

California Expands State-Run Retirement Program

Fisher Phillips on

California Governor Gavin Newsom recently signed legislation that will expand CalSavers, the state’s IRA-based retirement program, to cover virtually all California employers that do not sponsor their own qualified retirement...more

Stinson - Benefits Notes Blog

IRS Extends Deadline For Plan Sponsors To Adopt Amendments Reflecting Recent Law Changes

On August 3, 2022, the IRS published Notice 2022-33, which extends the deadlines for amending retirement plans and IRAs to reflect certain changes to the law made by the SECURE Act; the Bipartisan American Miners Act; and...more

Williams Mullen

PODCAST: Williams Mullen's Benefits Companion - Millennials, Boomers and Retirement Planning

Williams Mullen on

On this episode of Williams Mullen's Benefits Companion, host Brydon DeWitt is joined by Nichole Labott, managing director at SageView Advisory Group, who explores generational differences in retirement savings goals and...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Survey says: People are going to be leery of government run plans

We can certainly our disagreements politically, but I always believe that when given a choice people don’t want to deal with a government-run retirement offering. So when it comes to mandated IRA programs by states for...more

Stark & Stark

[Webinar] The IRS Proposes New Rules for IRA Distributions: What Do I Need to Know? - April 20th, 12:00 pm - 12:45 pm ET

Stark & Stark on

The IRS issued proposed regulations governing required minimum distributions (RMDs) from IRAs and other retirement accounts under the Setting Every Community Up for Retirement Enhancement (SECURE) Act. Join Robert Morris from...more

Morgan Lewis - ML Benefits

Update for IRA Providers: IRS Temporarily Halts Prototype IRA Opinion Letter Program

The Internal Revenue Service (IRS) is temporarily suspending the IRS Prototype Opinion Letter Program for individual retirement accounts and individual retirement annuities (IRAs) effective March 14, 2022. As noted in...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Putting yourself as #1 is when you get into trouble

If there is one situation that I see consistently with plan providers landing in trouble, a good chunk of the time is when they put their needs ahead of the needs of their clients. The needs of the client should always come...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Federal and state mandates will prop up PEPs

The possibility of a Federal mandate for retirement coverage through an employer plan or forcing the employer into an IRA program, which has been done through state and local governments will prop up pooled employer plans...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Retirement Plan Advisors Advantage - October 2021

Some Unpleasant Truths About The Retirement Plan Business - I think the world of the retirement plan industry, but I’m the guy who likes to speak the unspeakable truths because by pinpointing what’s wrong, we can make...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

PEP might get pepped with possible retirement plan change

The Ways and Means Committee approved proposals for portions of the reconciliation bill, among them a plan to strengthen retirement savings, which might be a boost for pooled employer plans (PEPs)....more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

FPS rebrands as IPX

Retirement plan services provider FPS Group has changed its name to IPX Retirement....more

Faegre Drinker Biddle & Reath LLP

The New DOL Fiduciary “Rule” For Investment Advisers and Broker-Dealers and the December 20 Deadline: The Time to Act is Now

The DOL’s new fiduciary “rule” became effective on February 16, 2021. The rule is a combination of a new and expansive definition of fiduciary advice (and status) and an exemption from the prohibitions of ERISA and the...more

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