News & Analysis as of

Retirement Plan › 401k › Pension Protection Act of 2006

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Well, I was right about auto enrollment

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

People are flawed, except for saints and Popes. One of my many flaws is that I enjoy being right. I love predicting things and being right (such as the end of revenue sharing, and a former employer going out of business...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Still push automatic enrollment

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

When I was at college, I was very involved politically. Someone I met my freshman year at Stony Brook and a friend to this day was someone I met through these political circles and has made a name for himself as a state party...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Don’t forget that DB restatement date

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

The Internal Revenue Service (IRS) has established a process that requires all retirement plan sponsor who have adopted a pre-approved retirement plan to restate their plans once every six years to reflect changes in the...more

Morgan Lewis

SECURE Retirement Legislation Becomes Law: Overview of Provisions Affecting Retirement Plans

Morgan Lewis on

The SECURE Act—the most impactful retirement plan legislation since the Pension Protection Act of 2006—was included in the bipartisan spending bill signed by US President Donald Trump on December 20, 2019. The SECURE Act will...more

Dechert LLP

Reducing Administrative Hardship – IRS Releases Final Regulations Relating to Hardship Distributions for Section 401(k) Plans

Dechert LLP on

The Internal Revenue Service (the “IRS”) issued final regulations, effective September 23, 2019 (the “Final Regulations”), that modify the hardship distribution rules for plans established under Section 401(k) of the Internal...more

McGuireWoods LLP

IRS Proposes Changes to Hardship Distribution Regulations

McGuireWoods LLP on

Earlier this month, the IRS proposed changes to existing rules governing distributions from 401(k) and 403(b) plans on account of certain financial hardships. The proposed regulations reflect several statutory changes enacted...more

Kilpatrick

Tax Reform Requires Plan Sponsors to Update 401(k) Plan Special Tax Notices

Kilpatrick on

Section 402(f) of the Internal Revenue Code (the “Code”) requires plan sponsors to give written explanations of tax implications to recipients of qualified retirement plan distributions eligible for rollover treatment, often...more

Miles & Stockbridge P.C.

401(k) Plan Design and its Effect on Employees’ Retirement Readiness

Miles & Stockbridge P.C. on

Most American adults are concerned that they will not be able to retire or will outlive their retirement income. In fact, research shows that Americans are not saving enough for retirement. This retirement crisis is, in part,...more

Gerald Nowotny - Law Office of Gerald R....

State of the Union Part 3 -- Mr. Smith goes to Washington (and not Detroit or Wall Street!)

Gerald Nowotny - Law Office of Gerald R.... on

Overview - The 1939 movie Mr. Smith Goes to Washington tells the story of a proverbial "do gooder" (played by James Stewart) who goes to Washington as the junior senator from his state, hoping to make important changes...more

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