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Retirement Plan

Robinson+Cole ERISA Claim Defense Blog

Second Circuit Upholds District Court’s Choice of Equitable Remedies Under ERISA and Its Decision to Award Prejudgment Interest at...

The Second Circuit Court of Appeals recently issued an opinion in Frommert v. Conkright, affirming a district court decision regarding appropriate equitable remedies under ERISA and the amount of prejudgment interest to be...more

Blake, Cassels & Graydon LLP

Pensions Newsletter – January 2019

Welcome to the 23rd issue of the Blakes Pensions Newsletter. This newsletter provides a summary of recent jurisprudential developments that affect pensions and benefits and is not intended to be legal advice....more

Brownstein Hyatt Farber Schreck

Taxation & Representation, January 15, 2018

TAX TIDBIT - Welcome back to the second week of the 116th Congress, where the stalemate between Speaker Nancy Pelosi and President Donald Trump seems to grow with every passing day as the government remains closed. Several...more

Ary Rosenbaum

New Year’s Resolution should be a plan review

by Ary Rosenbaum on

You know it’s all about New Year’s Resolutions when Target gets rid of the Christmas items and starts offering organization and cleaning supplies. The beginning of the year is about self-care and taking care of things that...more

Allen & Overy LLP

Pensions: What's new this week January 2019 #2

by Allen & Overy LLP on

Welcome to your weekly update from the Allen & Overy Pensions team, bringing you up to speed on the latest legal and regulatory developments in the world of occupational pensions. Please see full article below for more...more

Ary Rosenbaum

Do your Job

by Ary Rosenbaum on

When I was at law school, I lived in a graduate dorm room and the walls were paper thin. So my next door neighbor was playing a movie really loudly at a late hour of the night while I was trying to study. I did what most...more

McCarter & English, LLP

IRS Proposed Regulations Relax Requirements For Hardship Distributions

by McCarter & English, LLP on

The IRS recently issued proposed regulations relating to hardship distributions under 401(k) plans. The proposed regulations generally clarify or supplement recent statutory changes, including those made by the Bipartisan...more

Ary Rosenbaum

The problem with creating MEPs

by Ary Rosenbaum on

I have been involved with the multiple employer plan (MEP) business for about 14 years now ever since I worked for a third party administrator (TPA) and one of our clients, the main office of a well known national charity...more

Ary Rosenbaum

Industry Groups Urge DOL to Expand MEP Proposed Rule

by Ary Rosenbaum on

The Department of Labor (DOL) has been accepting comments regarding its proposed rule on multiple employer plans (MEPs) which they issued after President Trump directed them to under an executive order....more

Jones Day

Pennsylvania Pension Review Commission Releases Final Report

by Jones Day on

The Pension Review Commission has determined its recommendations to improve the management and performance of the state’s largest public pension systems A Pennsylvania commission—tasked with evaluating and making...more

Ary Rosenbaum

Edward Jones Forks over $3 million in 401(k) lawsuit

by Ary Rosenbaum on

Edward Jones is going to pay $3.2 million to settle a lawsuit alleging they were using investments in the 401(k) plan to enrich themselves....more

Ary Rosenbaum

Retirement Plan Advisors Advantage - December 2018

by Ary Rosenbaum on

Challenges In 2019 For 401(k) Plan Providers. It's always a challenge. Being a retirement plan provider is very challenging and every year presents a new challenge. The retirement plan industry is always in flux and...more

Blank Rome LLP

2017 Tax Law Change Provides Relief to Workers with 401(K) Plan Loans Who Lose Their Jobs

by Blank Rome LLP on

Increasingly, 401(k) plans have become the primary retirement savings vehicle for workers in U.S. private industry, and according to the Investment Company Institute, at the end of 2015, 87 percent of 401(k) plan participants...more

Littler

Puerto Rico Department of the Treasury Announces 2019 Limits on Qualified Retirement Plans

by Littler on

On December 31, 2018, the Puerto Rico Department of the Treasury (PR Treasury) issued Internal Revenue Informative Bulletin No. 18-24 (IB 18-24) announcing the 2019 applicable limits for Puerto Rico qualified retirement...more

Ary Rosenbaum

The Rosenbaum Law Firm Review - December 2018

by Ary Rosenbaum on

New Year's Resolutions For 401(k) Plan Sponsors. Get off on the right foot for 2019. A New Year's resolution is a tradition in which a person resolves to change and undesired trait or behavior to either improve their...more

Stinson Leonard Street - Employee Benefits &...

IRS Approves Student Loan Repayment “Match” Under 401(k) Plan

One of the clear trends in employee benefits involves companies offering assistance with their workforce’s student loan repayments. The reasons are obvious. Student loan debt is now the largest source of consumer debt after...more

McNees Wallace & Nurick LLC

New IRS Regulations Ease the Way for Hardship Withdrawals from Qualified Retirement Plans

by McNees Wallace & Nurick LLC on

On February 9, 2018, the Bipartisan Budget Act (the “Act”) was signed into law. The Act directed the IRS to revise regulations governing hardship withdrawal provisions in qualified plans. ...more

Steptoe & Johnson PLLC

Do You See What I See? Hardship Withdrawal Guidance From the IRS, As Requested By Congress

by Steptoe & Johnson PLLC on

This time of year, gift-givers may feel rich in spirit but otherwise penniless. They may ask whether they can receive a hardship distribution from their 401(k) account when faced with a not-so-holly or jolly bank statement at...more

Ary Rosenbaum

What all good 401(k) plans have

by Ary Rosenbaum on

There are so many articles for plan sponsors (I’ve written quite a few) where they go on and on about what plan sponsors need for a successful 401(k) plan. Rather than go into a whole diatribe, here is a Reader’s Digest of...more

Laner Muchin, Ltd.

2019 IRS Cost-of-Living Adjustments

by Laner Muchin, Ltd. on

IRS benefit limits for 2019 and how they compare to 2018: Retirement Plans ... ...more

Ary Rosenbaum

Picking a TPA just on price is one of the biggest mistakes you can make

by Ary Rosenbaum on

Many years ago, I started the idea of creating a law firm that intended to be the Wal-Mart of legal service where I would do wills for $100 and tax returns for $150. The business miserably failed because the fact is that most...more

Dickinson Wright

Reminders and Relief for Sponsors of 403(b) Tax-Deferred Annuity Plans: The “Universal Availability” Rule

by Dickinson Wright on

Some sponsors of 403(b) plans may not be aware that a “universal availability” rule applies requiring the plan to permit all employees of the sponsoring employer to make salary deferrals to the plan, with certain exceptions. ...more

Allen & Overy LLP

Pensions: what’s new this week December 2018 #2

by Allen & Overy LLP on

Supreme Court rules on ill-health pensions and disability discrimination - The Supreme Court has ruled that calculating an enhancement to an ill-health pension on the basis of a salary derived from reduced hours is not...more

Laner Muchin, Ltd.

Sponsors Of 401(k) And 403(b) Plans Should Consider Adopting Recent Changes To The Hardship Distribution Rules

by Laner Muchin, Ltd. on

The Bipartisan Budget Act of 2018 (Act), along with recently issued Department of Treasury proposed regulations, made changes to the rules regarding hardship distributions from 401(k) plans. The Act eases administration of...more

Carlton Fields

Sixth Circuit Holds Employer Has No Duty to Notify of Conversion Options

by Carlton Fields on

The Sixth Circuit recently held that an employer had no duty to notify employees of conversion options in group life insurance policies. ...more

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JD Supra Privacy Policy

Updated: May 25, 2018:

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Privacy Officer
JD Supra, LLC
10 Liberty Ship Way, Suite 300
Sausalito, California 94965

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Privacy Officer
JD Supra, LLC
10 Liberty Ship Way, Suite 300
Sausalito, California 94965

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Updates to This Policy

We may update this cookie policy and our Privacy Policy from time-to-time, particularly as technology changes. You can always check this page for the latest version. We may also notify you of changes to our privacy policy by email.

Contacting JD Supra

If you have any questions about how we use cookies and other tracking technologies, please contact us at: privacy@jdsupra.com.

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