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Retirement Plan › Waivers

Ruder Ware

Capitol Connection, November 2023

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The ever-changing landscape of state government requires businesses across all industries to stay informed on the happenings in Madison. Welcome to the November issue of the Capitol Connection....more

Adler Pollock & Sheehan P.C.

How Does the SECURE Act Affect Estate Planning?

Adler Pollock & Sheehan P.C. on

The Setting Every Community Up for Retirement Enhancement (SECURE) Act is the biggest retirement planning law in decades. However, when all is said and done, the new law may have just as significant an impact on estate...more

Chambliss, Bahner & Stophel, P.C.

Estate Planning Implications of SECURE Act and CARES Act

Chambliss, Bahner & Stophel, P.C. on

The SECURE Act (signed into law on December 20, 2019) changed many of the established rules applicable to retirement assets – most notably, elimination of “stretch” required minimum distributions (RMDs). Likewise, the CARES...more

Chambliss, Bahner & Stophel, P.C.

Significant Estate Planning Implications Under SECURE and CARES Acts

Chambliss, Bahner & Stophel, P.C. on

Both the SECURE Act and CARES Act are filled with important changes related to estate planning. The Secure Act (Setting Every Community Up for Retirement Enhancement Act), enacted in December of 2019, carries significant...more

Morgan Lewis - ML Benefits

Considerations for Obtaining Spousal Consent at a (Remote) Social Distance

Morgan Lewis - ML Benefits on

Internal Revenue Service (IRS) regulations require that spousal consent to the waiver of a qualified joint and survivor annuity (QJSA) that is necessary to elect an optional retirement payment form must be signed in the...more

Stinson LLP

CARES Act Provides Much Needed Retirement Plan-Related Relief for Individuals and Employers Impacted by COVID-19

Stinson LLP on

On March 27, 2020, President Trump signed the Coronavirus Aid, Relief, and Economic Security Act (CARES Act), which addresses the public economic and health crisis related to the 2019 novel coronavirus (COVID-19)....more

Flaster Greenberg PC

Top Tips For A Successful Medicaid Spend Down

Flaster Greenberg PC on

Finding the best long-term care, and a way to pay for that care with public benefits, is of critical importance to the elderly, the disabled and their families. The national median cost of long term care in a private room in...more

Adler Pollock & Sheehan P.C.

Insight on Estate Planning - April/May 2019: Estate Planning Pitfall - The 60-day IRA rollover deadline has passed

Adler Pollock & Sheehan P.C. on

Obviously, qualified retirement plans such as 401(k) plans and IRAs are meant to provide retirement savings. However, those who don’t have to draw heavily, if at all, on plan and IRA assets can preserve a tidy nest egg for...more

Williams Mullen

IRS Permits Several Waivers for Taxpayers Who Miss Rollover Deadline

Williams Mullen on

The Internal Revenue Service has offered some reprieve to individuals who receive a distribution from a retirement plan or an individual retirement arrangement (IRA) and inadvertently miss the 60-day time limit for rolling...more

Bradley Arant Boult Cummings LLP

New Self-Certification Procedure for Late Rollovers

Bradley Arant Boult Cummings LLP on

The Internal Revenue Service (IRS) has issued Revenue Procedure 2016-47, which provides for a new self-certification procedure for participants who receive retirement plan distributions but inadvertently miss the 60-day time...more

Dechert LLP

Déjà Vu All Over Again – FINRA Takes Another Look at Mutual Fund Sales Charge Waivers

Dechert LLP on

The Financial Industry Regulatory Authority is once again taking a close look at member firm mutual fund sales practices and sales charge waivers (Mutual Fund Waiver Sweep) in the U.S. FINRA’s target exam letter seeks...more

Carlton Fields

New and Disruptive Technologies: The Care and Feeding of the New Economy [Expect Focus – Vol. I, Winter 2016]

Carlton Fields on

IN THE SPOTLIGHT - The CFPB Takes First Enforcement Action Related to Data Security Practices. LIFE INSURANCE - Class Certified in Unique Fixed Indexed Annuity Case. Alleged Misrepresentations to DFS Warrant...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Avoid a soap opera with updated Beneficiary forms

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

Yes, I will admit it: I love soap operas. My favorite show of all-time is Dallas and when I was a senior in high school and I was at home around 12:30 pm, I watched in succession: Young and The Restless, Bold and The...more

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