Administrators of governmental plans and church plans that are not subject to the Employee Retirement Income Security Act of 1974 (ERISA) should review the following actions to be taken before the end of 2024 and address what...more
11/21/2024
/ 403(b) Plans ,
Affordable Care Act ,
Benefit Plan Sponsors ,
Cafeteria Plans ,
Churches ,
Compliance ,
Deferred Compensation ,
Defined Benefit Plans ,
Disclosure Requirements ,
Employee Benefits ,
Employee Retirement Income Security Act (ERISA) ,
Employer Group Health Plans ,
Executive Compensation ,
Fiduciary-Standards ,
Health and Welfare Plans ,
Pension Plan Amendments ,
Public Employers ,
SECURE Act
The following checklist highlights key issues for general counsel with respect to employee benefit plans and executive compensation arrangements....more
The following checklist highlights key issues for corporate counsel with respect to employee benefit plans and executive compensation arrangements....more
11/20/2024
/ Benefit Plan Sponsors ,
Compensation & Benefits ,
Corporate Counsel ,
Deferred Compensation ,
Defined Contribution Plans ,
Employee Benefits ,
Employer Group Health Plans ,
Equity Compensation ,
ESOP ,
Executive Compensation ,
Fiduciary Duty ,
IRS ,
Retirement Plan ,
SECURE Act
Plan administrators should review the following actions to be taken before the end of 2024 and focus on what to expect for 2025. The following checklist addresses plan amendments, notices, and other considerations for...more
11/20/2024
/ 401k ,
403(b) Plans ,
Benefit Plan Sponsors ,
Cafeteria Plans ,
Compensation & Benefits ,
Compliance ,
Defined Contribution Plans ,
Disclosure Requirements ,
Employee Benefits ,
Employer Group Health Plans ,
Fiduciary ,
Medicare Part D ,
Notice Requirements ,
PBGC ,
Plan Administrators ,
Retirement Plan ,
Retirement Plan Providers ,
Safe Harbors ,
SECURE Act
The Commissioner of Internal Revenue announced the 2025 dollar limitations for benefits and contributions that apply to retirement plans. The Social Security Administration increased the Social Security taxable wage base....more
11/5/2024
/ 401k ,
403(b) Plans ,
Benefit Plan Sponsors ,
Contribution Limits ,
Defined Contribution Plans ,
Employee Benefits ,
Individual Retirement Account (IRA) ,
IRS ,
Retirement Plan ,
SECURE Act ,
Social Security Administration (SSA)
Plan administrators should review actions to be taken before the end of 2023 and focus on what to expect for 2024. This checklist addresses plan amendments, notices and other considerations for qualified retirement plans,...more
This hybrid event offers two options for attendance: in-person or webinar. Both options will have an interactive experience and SHRM credit, so choose the method that works best for you.
Attendees will learn about topics...more
9/7/2023
/ Benefit Plan Sponsors ,
Continuing Legal Education ,
Deadlines ,
Employee Benefits ,
Events ,
Human Resources Professionals ,
Plan Administrators ,
Relief Measures ,
Retirement Funds ,
Retirement Plan ,
Retirement Plan Providers ,
SECURE Act
The Internal Revenue Service (“IRS”) provided welcome relief for administrators of plans offering catch-up contributions. Notice 2023-62, issued on August 25, essentially delays the effective date of a provision under the...more
8/31/2023
/ Benefit Plan Sponsors ,
Employee Benefits ,
Employee Contributions ,
Individual Retirement Account (IRA) ,
IRS ,
Plan Administrators ,
Retirement Plan ,
Roth IRA ,
SECURE Act ,
Time Extensions ,
U.S. Treasury
President Biden signed the SECURE 2.0 Act of 2022 (“SECURE 2.0”) as part of the Consolidated Appropriations Act of 2023 on December 29, 2022. SECURE 2.0 includes significant changes for the administration of employee benefit...more
1/9/2023
/ 401k ,
403(b) Plans ,
Amended Legislation ,
Benefit Plan Sponsors ,
Compensation & Benefits ,
Employee Benefits ,
Individual Retirement Account (IRA) ,
Popular ,
Retirement ,
Retirement Plan ,
SECURE Act
Plan administrators should review actions to be taken before the end of 2022 and focus on what to expect for 2023. This checklist addresses plan amendments, notices and other considerations for qualified retirement plans,...more
11/22/2022
/ 401k ,
CARES Act ,
Contribution Limits ,
Defined Benefit Plans ,
Defined Contribution Plans ,
Employee Benefits ,
Employer Group Health Plans ,
Health and Welfare Plans ,
Plan Administrators ,
Qualified Retirement Plans ,
Retirement Plan ,
Safe Harbors ,
SECURE Act
This hybrid event offers two options for attendance: in-person or webinar. Both options will have an interactive experience and SHRM credit, so choose the method that works best for you.
Topics include:
> SECURE Act...more
8/26/2022
/ 401k ,
Benefit Plan Sponsors ,
Continuing Legal Education ,
Deadlines ,
Employee Benefits ,
Employee Retention ,
Employee Retirement Income Security Act (ERISA) ,
Employer Liability Issues ,
ERISA Litigation ,
Events ,
Executive Compensation ,
Fiduciary Duty ,
Human Resources Professionals ,
Individual Retirement Account (IRA) ,
Retirement Funds ,
Retirement Plan ,
SECURE Act
This Alert is a quick reminder for retirement plan sponsors to be aware of two deadlines at the end of this month.
Restated Adoption Agreements for Pre-Approved Plans -
Employers using pre-approved plan documents for...more
The Setting Every Community Up for Retirement Act (the “SECURE Act”), passed at the end of 2019, adds a participant disclosure requirement that addresses a long-held concern of lawmakers that many participants are not...more
The SECURE Act* (the “Act”) makes significant changes to employer-sponsored retirement plans, and many of the changes take effect immediately. Highlights of the provisions of the Act relating to retirement plans that are...more
The SECURE Act* makes significant changes to employer-sponsored retirement plans and many of the changes take effect immediately. Highlights of the provisions of the SECURE Act that are effective in 2020 include:
-...more
2/12/2020
/ 401k ,
Automatic Enrollment ,
Benefit Plan Sponsors ,
Distribution Rules ,
Early Retirement Distributions ,
Employee Benefits ,
Form 5500 ,
Individual Retirement Account (IRA) ,
Required Minimum Distributions ,
Retirement ,
Retirement Plan ,
Retirement Plan Providers ,
Safe Harbors ,
SECURE Act ,
Tax Liability ,
Tax Planning ,
Webinars