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Could Sponsoring a Pooled Employer Plan Grow Your Business?

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

Digesting the New Proposed Exception to the ‘One-Bad-Apple Rule’ for MEPs and PEPs

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

SEC Proposes Cybersecurity Risk Management Rules for Advisers and Funds

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

DOL Updates Form 5500 for PEPs and MEPs; No Decision Yet on Group of Plan Issues

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

VAPPs in Vogue: Increased Flexibility Breathes Life into a Longstanding Multiemployer Pension Plan Design

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