Whose Money is it Anyway? IRS Proposes New Regulations Governing Plan Forfeitures
On February 27, 2023, the IRS published new proposed regulations governing the timing and use of forfeitures in qualified plans (both...
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- Feb 17
- 1 min
Keeping it Simple under the Secure Act 2.0 for IRAs, SEPs & SIMPLE Plans
Among the sweeping retirement plan changes in the new Secure 2.0 law are a number of important and welcome enhancements for owners of...
15 views
- Feb 6
- 6 min
Health Care Plans After Dobbs: What Employers Need to Know
HEALTH & WELFARE JOURNAL of PENSION BENEFITS ISSUES IN ADMINISTRATION, DESIGN, FUNDING, AND COMPLIANCE Volume 30 • Number 1 • Autumn 2022...
263 views
- Jan 20
- 1 min
Secure 2.0 for 401(k) and 403(b) Plans: What Employers (and Their Advisors) Need to Know Now
On December 29, 2022, President Biden signed into law the Consolidated Appropriations Act of 2023, which includes the SECURE 2.0 Act of...
34 views
- Jan 13
- 2 min
We Missed the July 2022 Restatement Deadline – What Do We Do Now? Answer: It’s Complicated
If you missed the July 2022 restatement deadline, all is not lost – you may not even have a problem.
472 views
- Dec 29, 2022
- 1 min
Secure Act 2.0 2022 Means Changes for Retirement Plans
Secure Act 2.0 contains sweeping changes to retirement plan legislation.
91 views
- Nov 30, 2022
- 2 min
End of the Year Amendment Requirement for 457(b) Plans of Tax-Exempt Organizations
What plan sponsors of 457(b) plans need to know about SECURE Act, CARES Act, and the Miners Act affecting their end-of-the-year amendments.
514 views
- Nov 21, 2022
- 2 min
Prescription Drug Data Collection Reporting Deadline Nears
Employer-based health plans must now submit information about prescription drugs and health care spending to the DOL...
75 views
- Nov 17, 2022
- 1 min
IRS Provides RMD Relief for Certain Death Beneficiaries
The IRS recently issued a notice which provides relief for certain missed IRC section 401(a)(9) required minimum death distributions.
179 views
- Nov 10, 2022
- 2 min
New IRS Revenue Procedure for 403(b) Plans
The IRS has now issued Revenue Procedure 2022-40, affecting how plan sponsors request determination letters for a 403(b) plan.
193 views
- Nov 2, 2022
- 1 min
Sherrie Boutwell Presenting at ConnectEd in San Antonio
Sherrie Boutwell will be speaking at the ConnectEd event on Secure 2.0
15 views
- Oct 27, 2022
- 1 min
Nothing is Certain Except Death and Taxes
In this webinar, Sherrie Boutwell and Evan Giller cover: - Basic concepts - Who to pay? - Common mistakes and pitfalls - Case studies...
8 views
- Oct 27, 2022
- 1 min
PBGC Proposes New Interest Rate Assumption Rule for Multiemployer Plan Withdrawal Liability
The Pension Benefit Guaranty Corporation (PBGC), on October 14, 2022, unveiled a proposed rule to provide a range of interest rate...
23 views
- Oct 13, 2022
- 1 min
IRS Fixes “Family Glitch” for ACA Subsidies
The IRS issues a final rule this week fixing this family glitch, starting in 2023.
47 views
- Oct 6, 2022
- 2 min
IRS Notice 2022-45: Deadlines Extended for Certain CARES Act and Relief Act Amendments
On September 26, the IRS issued Notice 2022-45,[1] which extends the deadline for amending qualified retirement plans, 403(b) plans, and...
92 views
- Sep 28, 2022
- 1 min
ACA Affordability Percentage Goes Down for 2023
Applicable large employers (i.e., employers with at least 50 full-time employees or full-time equivalent employees) that are subject to...
23 views
- Aug 24, 2022
- 1 min
Some End-of-Year Deadlines for Retirement Plans Are Extended
The IRS extended some retirement plan amendment deadlines for end-of-year.
55 views
- Aug 18, 2022
- 1 min
Court Rejects Recordkeeper’s Attempt to Dodge DOL Cybersecurity Subpoena
The United State Court of Appeals found Alight's argument that the DOL subpoena was unenforceable as "Not persuasive".
48 views
- Aug 11, 2022
- 3 min
The HHS Issues Proposal Under the ACA Anti-Discrimination Rule
The Department of Health and Human Services (“HHS”) recently issued proposed implementation regulations under Section 1557 of the...
63 views
- Jul 28, 2022
- 1 min
Start Thinking About End of Year Amendment Deadlines
We are more than halfway through 2022, and it is time to get in touch with counsel and service providers to make sure required amendments...
85 views
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