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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…

Richard G. Schwartz, Irine Sorser

Save Even More in 2023: IRS Releases 2023 Annual Limits for Retirement Plans

USA - October 24 2022 The IRS just announced the 2023 annual limits that will apply to tax-qualified retirement plans. For a second year in a row, the IRS increased the…

Mary Kennedy

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, Richard G. Schwartz

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, Richard G. Schwartz

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…

Richard G. Schwartz