On February 6, 2025, the Trump administration (the Administration) issued an executive order (the Review Order) directing the heads of Federal executive departments and agencies (Agencies) to review all funding the Agencies...more
2/21/2025
/ Affordable Care Act ,
Compliance ,
Department of Labor (DOL) ,
Employee Benefits ,
Employee Retirement Income Security Act (ERISA) ,
Executive Orders ,
Federal Funding ,
Health Insurance ,
Nonprofits ,
Retirement Plan ,
Tax Exempt Entities
Recruiting and retaining top executives can be challenging for non-governmental tax-exempt organizations such as Code §501(c)(3) organizations, private universities, and certain healthcare organizations (Nonprofits). Not only...more
3/29/2024
/ 401k ,
403(b) Plans ,
501(c)(3) ,
Compensation ,
Corporate Executives ,
Deferred Compensation ,
Department of Labor (DOL) ,
Distribution Rules ,
Employee Retirement Income Security Act (ERISA) ,
EPCRS ,
FICA Taxes ,
Healthcare ,
Highly Compensated Employees ,
IRS ,
Required Minimum Distributions ,
Tax Exempt Entities
In last month’s 401(k) Compliance Check, we discussed the importance of ensuring your 401(k) plan’s designated decision-makers are actually authorized to make plan decisions. In this month’s Compliance Check, we look at...more
By now, you’ve probably read about the Department of Labor's new guidance on locating missing retirement plan participants. And, as you’re probably already aware, missing participants (and beneficiaries) can be a real...more
Employer-sponsored retirement plans come in many varieties. For example, under 401(k) and other defined contribution plans, employees and, often, employers may make specific contributions to an employee’s plan account...more