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    Qualified and Non-Qualified Deferred Compensation Plans

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    Health and Welfare Plans

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    Plan Correction and Government Audits

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    Qualified and Non-Qualified Deferred Compensation Plans

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    Health and Welfare Plans

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    Plan Correction and Government Audits

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    Services

    01. Criminal Law

    Property Disputes and Personal Injury

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    01. Criminal Law

    Property Disputes and Personal Injury

    DOL Issues FAB 2021-03 with Guidance on CAA Fee Disclosure Rules for Group Health Plans
    Alison Fay
    • Jan 3
    • 3 min

    DOL Issues FAB 2021-03 with Guidance on CAA Fee Disclosure Rules for Group Health Plans

    DOL Guidance on CAA Fee Disclosure Rules for group health plans
    419 views0 comments
    Mental Health Parity After CAA: A Primer and Next Steps
    Sherrie Boutwell
    • Oct 1, 2021
    • 5 min

    Mental Health Parity After CAA: A Primer and Next Steps

    HEALTH & WELFARE JOURNAL of PENSION BENEFITS ISSUES IN ADMINISTRATION, DESIGN, FUNDING, AND COMPLINACE Volume 29 • Number 1 • Autumn 2021...
    25 views0 comments
    Is Your Plan Cybersecure Right Now?
    Boutwell Fay
    • May 18, 2021
    • 6 min

    Is Your Plan Cybersecure Right Now?

    Is Your Plan Cybersecure Right Now? Not a day goes by without another news story about a cybersecurity incident compromising the data of...
    57 views0 comments
    COBRA Subsidies  (Your Questions Answered)
    Boutwell Fay
    • Apr 21, 2021
    • 7 min

    COBRA Subsidies (Your Questions Answered)

    We have been getting many questions regarding COBRA subsidies under the American Rescue Plan Act of 2021 (“ARPA”), which we answer later...
    18 views0 comments
    Educational Assistance Programs Allow Employers to Pay Their Employees’ Student Loans...
    Boutwell Fay
    • Apr 20, 2021
    • 6 min

    Educational Assistance Programs Allow Employers to Pay Their Employees’ Student Loans...

    Alison Smith Fay A special provision in the Coronavirus Aid, Relief, and Economic Security Act (the CARES Act) signed by the President on...
    336 views0 comments
    CAA Brings Temporary Additional Flexibility for Flexible Spending Accounts
    Alison Fay
    • Mar 11, 2021
    • 6 min

    CAA Brings Temporary Additional Flexibility for Flexible Spending Accounts

    At the end of 2020 Congress enacted the Taxpayer Certainty and Disaster Tax Relief Act of 2020, which was part of the...
    55 views0 comments
    We're Off To The Races: Restatement Period Opens for Pre-Approved Defined Contribution Plans
    Sherrie Boutwell / Kathleen Bass
    • Jan 7, 2021
    • 5 min

    We're Off To The Races: Restatement Period Opens for Pre-Approved Defined Contribution Plans

    In June, the IRS announced that they were issuing opinion letters for pre-approved defined contribution plan documents. Now that it is...
    86 views0 comments
    Plop, Plop, Fizz, Fizz, Oh, What A Relief It Is!
    Sherrie Boutwell
    • Dec 31, 2020
    • 5 min

    Plop, Plop, Fizz, Fizz, Oh, What A Relief It Is!

    The Consolidated Appropriations Act 2021 (the “CAA”) was signed into law on December 27, 2020 and provides, among many other things, a...
    79 views0 comments
    Look Before You Leap: Multiple Employer Plans Now A Target Of Free Litigation
    Evan Giller
    • Sep 30, 2020
    • 4 min

    Look Before You Leap: Multiple Employer Plans Now A Target Of Free Litigation

    Defined contribution plans continue to be the targets of litigation alleging that the plans have been mismanaged and that their ...
    24 views0 comments
    California Fully-Insured Health Plans Affected by New Criteria for Registered Domestic Partnerships
    Kathleen Bass
    • Aug 31, 2020
    • 4 min

    California Fully-Insured Health Plans Affected by New Criteria for Registered Domestic Partnerships

    On July 30, 2019, Governor Newsom of California signed into law SB30, which amends California Family Code criteria to register a ...
    74 views0 comments
    When Does a COVID-19 Furlough or Layoff Trigger a Partial Termination for Your Qualified Plan? (P2)
    Ruel Pile
    • Aug 19, 2020
    • 5 min

    When Does a COVID-19 Furlough or Layoff Trigger a Partial Termination for Your Qualified Plan? (P2)

    We posed this question in our May Newsletter. Since then the IRS has issued coronavirus-related guidance on partial ...
    28 views0 comments
    Plan Fiduciaries What About All That COVID-19 Regulatory Relief
    Deborah Fabricant
    • Jun 30, 2020
    • 5 min

    Plan Fiduciaries What About All That COVID-19 Regulatory Relief

    Plan sponsors and other fiduciaries breathed a collective sigh of relief at the end of April when the Department of Labor extended,...
    14 views0 comments
    COVID-19 Safe Harbor and Other Relief but Action May Be Needed
    Sherrie Boutwell & Milton Heber
    • Jun 19, 2020
    • 4 min

    COVID-19 Safe Harbor and Other Relief but Action May Be Needed

    Just as we went to press, the IRS issued a cornucopia of helpful COVID-19 guidance, including relief specifically allowing...
    37 views0 comments
    New Electronic Disclosure Regulations Provide Additional Safe Harbor for ERISA Disclosures 2020-06
    Katrina Veldkamp
    • Jun 19, 2020
    • 8 min

    New Electronic Disclosure Regulations Provide Additional Safe Harbor for ERISA Disclosures 2020-06

    Temporary unavailability due to website maintenance or unforeseeable events or circumstances beyond the control of the administrator will...
    21 views0 comments
    When Does a COVID-19 Furlough or Layoff Trigger a Partial Termination for Your Qualified Plan? (P1)
    Ruel Pile
    • May 19, 2020
    • 5 min

    When Does a COVID-19 Furlough or Layoff Trigger a Partial Termination for Your Qualified Plan? (P1)

    The short answer is –it depends. And at this point in the pandemic, it is probably too early to conclude one way or the other. Relevant...
    13 views0 comments
    Educational Assistance Programs Allow Employers to Pay Their Employees’ Student Loans with Pre-Tax D
    Alison Fay
    • Apr 19, 2020
    • 7 min

    Educational Assistance Programs Allow Employers to Pay Their Employees’ Student Loans with Pre-Tax D

    A special provision in the Coronavirus Aid, Relief, and Economic Security Act (the CARES Act)¹ signed by the President on March 27, 2020...
    59 views0 comments
    COVID-19 and Employee Benefit Plans–A Current Action List for Employers
    Sherrie Boutwell & Alison Fay
    • Feb 29, 2020
    • 12 min

    COVID-19 and Employee Benefit Plans–A Current Action List for Employers

    As businesses and governments scramble to keep up with the Coronavirus (also called “COVID-19”) and its effect on all aspects of life,...
    22 views0 comments
    The Definition of Compensation: When Operation Does Not Match The Plan
    Kathleen Bass
    • Feb 28, 2020
    • 5 min

    The Definition of Compensation: When Operation Does Not Match The Plan

    In every qualified plan, such as a Code Section 401(k) plan, there is a specific definition of compensation. It could be...
    108 views0 comments
    Securing 401(k) Benefits For Part-Time Employees
    Kathleen Bass
    • Jan 31, 2020
    • 4 min

    Securing 401(k) Benefits For Part-Time Employees

    Many employers wish to exclude part-time employees from participation in their 401(k) plans. This is generally due to the fluid nature of...
    14 views0 comments
    A New Year’s “To Do” List for 403(b) Plan Sponsors
    Evan Giller
    • Dec 31, 2019
    • 5 min

    A New Year’s “To Do” List for 403(b) Plan Sponsors

    As we settle into the third decade of the 21stcentury, there is no shortage of concerns to occupy 403(b) plan sponsors and...
    20 views0 comments
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