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SECURE 2.0: Retirement Plan Changes for 2023

USA - January 10 2023 The SECURE 2.0 Act of 2022 was enacted at the end of last year as part of the Consolidated Appropriations Act of 2023. The act sets forth a number of…

A Checklist for Your Retirement Plan Fiduciary Insurance Renewal

USA - December 8 2022 In response to the continued proliferation of lawsuits against retirement plan fiduciaries, fiduciary liability insurers are raising rates, limiting…

Caleb L. Barron

DOD Issues Guidance for ESOP Pilot Program

USA - November 21 2022 On November 8, 2022, the Department of Defense (DOD) issued a memorandum that provides details on a pilot program that allows government contractors…

Aron C. Beezley

IRS Extends Retirement Plan Amendment Deadlines

USA - August 5 2022 Employee Benefits Alert Under Notice 2022-33, the Internal Revenue Service (IRS) has extended the deadline for adopting amendments to qualified…

July 1 Deadline for Health Plan Website Disclosures

USA - April 20 2022 The Departments of Labor, Health and Human Services and the Treasury recently issued FAQs About Affordable Care Act Implementation Part 53 (FAQ)…