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Latest Department of Labor Guidance on Economically Targeted Investments and Shareholder Engagement: Requires Plan Fiduciaries to Step Carefully

USA - May 3 2018 In late April, the Department of Labor (“DOL”) released FAB 2018-01 addressing and clarifying previous guidance concerning economically targeted...

Douglas L. Tang, David M. Glaser, Bernard F. O'Hare.


Prepare for New Claims Procedures for Disability Benefit Plans

USA - February 27 2018 After several rounds of additional review and a three-month delay in the effective date, the final regulations originally issued by the U.S...

Douglas L. Tang, David M. Glaser, Bernard F. O'Hare.


Tax Reform: Impact on Commuter Benefits Programs

USA - December 21 2017 The tax reform bill (H.R. 1) approved by the House and Senate this week, and expected to be signed by the President, eliminates the deduction...

Douglas L. Tang, David M. Glaser, Bernard F. O'Hare.


Additional Hurricane Relief for Retirement Plan Participants Makes Landfall

USA - October 24 2017 On September 29, 2017, the Disaster Tax Relief and Airport and Airway Extension Act of 2017 (the “Act”) was signed into law to provide aid to victims...

Douglas L. Tang, David M. Glaser, Bernard F. O'Hare.


IRS Relaxes Rules for Plan Loans and Hardship Distributions for Hurricane Harvey and Hurricane Irma Victims

USA - September 26 2017 The IRS announced (through the two announcements 2017-11 and 2017-13) relief for victims of Hurricane Harvey, which struck Texas and surrounding areas...

Douglas L. Tang, David M. Glaser, Bernard F. O'Hare.