News & Analysis as of

SECURE Act › Cybersecurity › Roth IRA

Eversheds Sutherland (US) LLP

2024 qualified retirement plan and health and welfare plan checklist: A very demure, very mindful year

Eversheds Sutherland (US) LLP on

With 2024 drawing to a close, employers should review any actions needed before year-end with respect to their benefit plans, as well as some upcoming deadlines that may require advance planning. As the adage attributed to...more

Snell & Wilmer

2023 End of Year Plan Sponsor “To Do” List (Part 3) Qualified Retirement Plans

Snell & Wilmer on

As 2023 comes to an end, we are pleased to present our traditional End of Year Plan Sponsor “To Do” Lists. This year, we present our “To Do” Lists in four separate SW Benefits Updates. Part 1 covered health and welfare plan...more

Mintz

Another Vulnerability for Cybersecurity of Retirement Plan Data: Auto-Portability

Mintz on

A recent phishing incident related to a Retirement Clearinghouse (RCH) employee email account caused RCH to alert more than 10,500 individuals on May 12, 2023 that their personal data (including their names, Social Security...more

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