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What Are the Retirement Plan Dollar Limits for 2023?

USA - October 25 2022 The Secretary of the Treasury announced the 2023 limits for qualified retirement plans and IRAs based on cost of living increases. The Consumer Price…

Susan E. Bernstein, Mark E. Brossman, Ian L. Levin, Ronald E. Richman

IRA Mandate for Private Sector Employers in New York State and New York City

USA - March 23 2022 New York State enacted requirements under which certain private sector employers, including not-for-profit organizations, are required to establish…

Susan E. Bernstein, Mark E. Brossman, Ronald E. Richman

DOL Compliance Guidance on Plan Investments in Digital Assets

USA - March 10 2022 (Compliance Assistance Release No. 2022-01 [the “Release”]). In the Release, the DOL expressed “serious concerns” about exposing 401(k) plans and…

Susan E. Bernstein, Stephanie R. Breslow, Mark E. Brossman, Marc E. Elovitz, Ian L. Levin, Ronald E. Richman

DOL Confirms Private Equity Can Be Small Components of Defined Contribution Plan Investments

USA - June 24 2020 Earlier this month, the U.S. Department of Labor (“DOL”) issued an Information Letter confirming the widely held view that private equity can be small…

Susan E. Bernstein, Ian L. Levin, Ronald E. Richman, Melissa J. Sandak

Qualified Retirement Plan Updates: The Changing Landscape for Communication with Participants

USA - June 23 2020 In February 2020, the U.S. Supreme Court issued a ruling that narrowed the definition of “actual knowledge” in a case that focused on the electronic…

Susan E. Bernstein, Mark E. Brossman, Cristell M.S. Fortune, Ronald E. Richman