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ERISA Newsletter - Second Quarter 2020

USA - July 6 2020 This practice note explains the doctrine commonly referred to as the fiduciary exception to the attorney-client privilege. It is important for plan...

Elizabeth D Down, Seth J Safra, Benjamin O. Flaxenburg, Randall Bunnell, Paul M. Hamburger, Robert M Projansky, Steven D Weinstein, Russell L. Hirschhorn, Myron D Rumeld, Ira G Bogner, Annie (Chenxiaoyang) Zhang, Kyle C. Hansen, Malerie Bulot, Kaitlin E. Hulbert, James W. Barnett, Pamela A Onufer, Adam W Scoll, Katrina E McCann, Justin S Alex, Tulio D Chirinos.

Department of Labor Finalizes New Safe Harbor for Electronic Delivery of Retirement Plan Disclosures

USA - May 29 2020 On May 21, 2020, the U.S. Department of Labor (the “DOL”) finalized its proposed regulation expanding electronic delivery for retirement plan...

Steven D Weinstein, Annie (Chenxiaoyang) Zhang.

IRS Expands Mid-Year Change Opportunities for Health and FSA Benefits and Increases Carryover Limit

USA - May 15 2020 On May 12, 2020, the IRS released Notice 2020-29, which provides significant flexibility for health insurance and flexible spending account election...

Seth J Safra.

SECURE Act: Two Key Changes for Defined Benefit Plans

USA - February 12 2020 As part of our ongoing series on the SECURE Act, this post discusses two key changes affecting defined benefit plans: (1) the ability to start...

Seth J Safra.

New Year, New World: A Short Guide to the SECURE Act for Retirement Plan Sponsors and Administrators

USA - January 7 2020 The SECURE Act, included as part of the Further Consolidated Appropriations Act, 2020, was signed into law on December 20, 2019...

Paul M. Hamburger, Steven D Weinstein.