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Maggie McTigue McDermott Will & Emery

Results 1 to 5 of 12

New IRS rules on direct rollovers of taxable and non-taxable amounts require changes to defined contribution plan administration by January 1, 2015 *

USA - November 13 2014
The Internal Revenue Service (IRS) recently released guidance allowing participants to allocate the taxable and non-taxable portions of a single…

Co-authors: Diane M. Morgenthaler, Joseph K. Urwitz, Nancy S. Gerrie.

New money market fund rules require review by retirement plan sponsors *

USA - September 10 2014
The U.S. Securities and Exchange Commission (SEC) recently amended the rules governing money market funds in an effort to increase the stability and…

Co-authors: Stephen Pavlick, PC, Karen A. Simonsen.

Additional Affordable Care Act guidance clarifies exchange notices and 90-day waiting period *

USA - September 26 2013
Recent guidance clarifies the exchange notice requirement and the 90-day waiting period limitation under the Affordable Care Act. The U.S…

Co-authors: Amy M. Gordon, Susan M. Nash.

DOL permits plan administrators to reset annual fee disclosure deadline *

USA - August 15 2013
The United States Department of Labor (DOL) recently issued guidance that gives administrators of defined contribution plans a one-time opportunity…

Co-authors: Elizabeth A. Savard, Karen A. Simonsen.

DOL audit letters requesting proof of compliance with health care reform requirements *

USA - February 19 2013
The U.S. Department of Labor (DOL) audits already evaluate a company's compliance on a spectrum of laws, statutes and regulations. However, the DOL…

Co-authors: Mary K. Samsa, Susan M. Nash.

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