News & Analysis as of

Plan Participants Exceptions

Bricker Graydon LLP

New Plan Distributions are Becoming Operational

Bricker Graydon LLP on

SECURE 2.0 provided employees better access to liquid assets during a major life crisis. We have previously discussed the domestic abuse victim distribution exemption and the emergency personal expense distribution exemption...more

McDermott Will & Emery

[Webinar] ESOP Focus: Deliberate Decision-Making | Plan Amendments and the Duty to Monitor - May 14th, 2:00 pm - 3:00 pm ET

McDermott Will & Emery on

The decisions you make in response to the global pandemic will have lasting impacts on your business and your workforce. Join members of our ESOP team each Thursday for this webinar series designed to help you navigate and...more

Snell & Wilmer

The IRS Significantly Increased the Availability of Mid-Year Changes to Safe Harbor Plans

Snell & Wilmer on

Mid-year changes to safe harbor 401(k) plans have long been thought to be available in only very limited circumstances.  However, the IRS recently released guidance in Notice 2016-16 that significantly increases the scope of...more

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