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Retirement Plan › Individual Retirement Account (IRA) › Employer Liability Issues

Carlton Fields

Auto-Portability Providers Racing to Close Retirement Plan Gap

Carlton Fields on

For decades, both the federal and state governments have been working to tackle the coverage gaps in our retirement system. In the race for retirement readiness, dark horses like state plans with mandatory adoption...more

Davis Wright Tremaine LLP

How SECURE 2.0 Options Impact Form W-2 and Form 1099-R Reporting

Davis Wright Tremaine LLP on

IRS reminds employers that implementing certain optional retirement plan provisions of SECURE 2.0 affect Form W‑2 and Form 1099‑R reporting starting in 2023 - The IRS recently issued Fact Sheet 2024‑18 to highlight how...more

Schwabe, Williamson & Wyatt PC

DJC Op-Ed: Affordable Benefit Ideas to Help Employers Increase Worker Retention

Schwabe, Williamson & Wyatt PC on

Any employers muddling through the most confounding labor shortage the construction industry has seen in decades probably have already seen dozens of articles with advice on how to best attract, incentivize, and retain...more

McDermott Will & Emery

Just Catching Up? For SECURE 2.0’s Catch-Up Contributions, Age Is More Than Just a Number

McDermott Will & Emery on

In this series of articles, we explore the implications of SECURE 2.0’s changes to catch-up contributions and how employers should respond. Nearly all employers offer eligible participants the opportunity to make...more

Foley & Lardner LLP

Diving Into SECURE 2.0: Changes for Small Employer Retirement Plans

Foley & Lardner LLP on

The SECURE 2.0 Act of 2022 (SECURE 2.0) significantly changes the legal and administrative compliance landscape for U.S. retirement plans. Foley & Lardner LLP is authoring a series of articles that take a “deep dive” into key...more

Williams Mullen

[Event] Benefits Forum 2022: Retirement Plans - Risks, Rewards & What's Ahead - September 22nd, Richmond, VA

Williams Mullen on

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

Faegre Drinker Biddle & Reath LLP

Rehiring Employees by End of 2020 Could Prevent Partial Plan Terminations

Faegre Drinker Biddle & Reath LLP on

In our May 2020 client alert, we addressed the possibility that COVID-19 layoffs could inadvertently cause a partial termination of a company’s qualified retirement plan. Recently issued IRS guidance provides that if...more

Conn Kavanaugh

Important Changes in Retirement Planning

Conn Kavanaugh on

The holiday season is always a busy and eventful time, so you may have missed a new law that can impact how you plan for your retirement assets. On December 20, 2019, as part of a more comprehensive appropriations act, the...more

Burr & Forman

With Limited IRS Extension, Plan Sponsors Should Review Their 403(b) Plan Documents

Burr & Forman on

Generally, a 403(b) plan is a retirement planning program whereby a public school or tax-exempt 501(c)(3) organization (including churches) makes contributions for their employees (and certain ministers) to specific types of...more

Greenberg Glusker LLP

CalSavers: Get Ready to Rock Enroll

Greenberg Glusker LLP on

The CalSavers Retirement Savings Program launched by the State of California is open for enrollment. California employers that have five or more employees and that do not otherwise offer a company retirement savings program...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

New Jersey creates Required State Run Auto-IRA Plan

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

As Congress and the Department of Labor (DOL) still keep the status of open multiple employer plans in legal limbo, individual states are still going ahead with state-run programs....more

Winstead PC

2018 Benefits Grab Bag - Tax Reform, Bipartisan Budget Act and Other Items

Winstead PC on

Even though the Tax Cuts and Jobs Act made some changes to how the Internal Revenue Service (the “Service”) is to adjust retirement plan contribution limits late last year, the Service confirmed that the limits on retirement...more

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