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The 162(m) Grandfather Reveal Party: IRS Releases Limited Guidance on Internal Revenue Code Section 162(m)

USA - August 29 2018 It took roughly nine months, but you may now be in a position to identify and reveal the status of contracts as 162(m) grandfathered - or not. Last...

Meredith Jacobowitz.

4 Steps for Compliance with the New Disability Claims Procedures

USA - January 16 2018 Did you read our post “Work Now, Party Later,” advising you to do just that in response to the new Department of Labor rule governing disability...

Meredith Jacobowitz.

Work Now, Party Later: The Case for Tackling the New Disability Claims Procedures Before Year-End

USA - July 19 2017 Plan sponsors are typically forced to wait for last minute guidance to satisfy year-end compliance obligations. As a result, those of us who work...

Fiduciary Rule Under Review - Update

USA - February 6 2017 Earlier today President Trump issued an order directing the Department of Labor to review the new regulation to determine whether it is inconsistent...

Steven G. Schaffer.

Fiduciary Rule Under Review: Retiree Beware

USA - February 3 2017 Earlier today President Trump issued an order directing the Department of Labor to review the new regulation to determine whether it is inconsistent...

Steven G. Schaffer.