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Coffee Talk With Benefits Episode 9: Open Questions Under the SECURE Act

USA - November 7 2022 In December 2019, The Setting Every Community Up for Retirement Enhancement Act (SECURE Act) was enacted and signed into law. The Act was the most…

Irine Sorser, Sarah J. Touzalin

Coffee Talk With Benefits Episode 8: Pension Plan Distributions in Rising Interest Rate Environment

USA - October 13 2022 With interest rates on the rise, defined benefit pension plan sponsors and participants alike may be wondering how their pension plans and pension…

Adam Greetis, Sarah J. Touzalin

Coffee Talk With Benefits Episode 7: Sham Terminations - Gone But Not Forgotten

USA - September 14 2022 Termination of employment is a distribution event under many retirement plans, and particularly under individual account defined contribution plans…

Christina M. Cerasale, Sarah J. Touzalin

Time is On Our Side: More Time to Amend for SECURE Act, Miners Act and CARES Act

USA - August 8 2022 On August 3, the IRS issued Notice 2022-33, extending the deadlines for amending retirement plans and individual retirement accounts (“IRAs”) for…

Sarah J. Touzalin

Coffee Talk With Benefits Episode 6: Cybersecurity Practices for Employee Benefit Plans

USA - August 3 2022 Cybersecurity has become an integral concern for employers and employee benefit plans alike. With an increase in DOL cybersecurity audits, plan…

Benjamin F. Spater, Sarah J. Touzalin