Articles

Results 1 to 5 of 26


Missed Payroll in the Wake of Bank Collapse: Implications and Strategies

USA - March 14 2023 In the wake of the recent news of bank failures, businesses—and their investors—are rightly concerned about the implications of a missed or delayed…

Allan Bloom, David Gobel, Philippe A. Lebel, Jennifer McGrew

A New Normal? Omnibus Bill Extends High Deductible Health Plan Telehealth Safe Harbor

USA - January 31 2023 The Consolidated Appropriations Act of 2023 (“CAA 2023”), signed into law on December 29, introduced sweeping reforms to the employee benefits…

Jesse T. Foley

SECURE 2.0 Brings Significant Changes for 403(b) Plans

USA - January 30 2023 As part of our continuing series on SECURE 2.0, signed into law December 29, 2022, this post focuses on significant changes for section 403(b)…

Jay Jensen

IRS Proposed Regulations Would Permanently Allow Remote Witnessing of Spousal Consent

USA - December 29 2022 The IRS issued new proposed regulations that would permanently change the rules that require spousal consent for plan distributions to be signed in…

Robert M. Projansky

IRS Opens Determination Letter Program to Individually Designed 403(b) Plans

USA - December 2 2022 On October 21st, the IRS announced changes to its qualified plan determination letter program. Most notably, the program has been expanded to include…

Jesse T. Foley, Seth J Safra