USA - May 19 2022
While large financial institutions with significant expertise in retirement plan administration are widely expected to sponsor most pooled employer…
Craig A. Bitman, Theresa J. Gomez, Lindsay B. Jackson, Daniel R. Kleinman, Michael B. Richman
USA - May 10 2022
In late March 2022, the US Internal Revenue Service withdrew regulations proposed in 2019 and issued new proposed regulations under Sections 413(c)…
Lindsay B. Jackson, Daniel R. Kleinman, Michael B. Richman, Claire P. Rowland, Gaeun Yoo
USA - February 23 2022
The US Securities and Exchange Commission (SEC) recently proposed a comprehensive framework of cybersecurity-related rules and amendments for…
Ezra D. Church, Kristin M. Hadgis, Martin Hirschprung, Lindsay B. Jackson, Roger P. Joseph, Jonathan J. Nowakowski, Gregory T. Parks, Steven W. Stone
USA - January 21 2022
The US Department of Labor (DOL) issued a final regulation (Final Rule) on December 29, 2021, updating the 2021 Form 5500 to reflect certain…
Michael B. Richman
USA - December 7 2021
Although variable annuity pension plan (VAPP) designs have been permissible for decades, they have not yet seen widespread adoption—particularly in…
Daniel R. Salemi