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Melissa A. Jacoby. Schulte Roth & Zabel LLP

Results 1 to 5 of 21



Ongoing plan maintenance *

USA - November 26 2013
Plan sponsors should ensure that their qualified plans have adequate coverage against theft of assets. Plan sponsors must have an ERISA Fidelity Bond…

Co-authors: Susan E. Bernstein, Mark E. Brossman, Ronald E. Richman.


Retirement plan dollar limits for 2014 *

USA - November 26 2013
The Internal Revenue Service announced the cost-ofliving adjustments affecting the dollar limitations for qualified retirement plans for 2014. We…

Co-authors: Susan E. Bernstein, Mark E. Brossman, Ronald E. Richman.


Fee disclosure *

USA - November 26 2013
Plan sponsors of most defined benefit and defined contribution plans were required in 2012 to request, receive and review disclosure statements from…

Co-authors: Susan E. Bernstein, Mark E. Brossman, Ronald E. Richman.


Cycle C determination letter filings *

USA - November 26 2013
Plan sponsors of retirement plans scheduled to apply for a determination letter from the IRS under Cycle C (i.e., governmental plans and plans whose…

Co-authors: Susan E. Bernstein, Mark E. Brossman, Ronald E. Richman.


DOMA *

USA - November 26 2013
The U.S. Supreme Court earlier this year struck down a key part of the Defense of Marriage Act, or DOMA, which had defined "marriage" as a legal…

Co-authors: Susan E. Bernstein, Mark E. Brossman, Ronald E. Richman.


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