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Coffee Talk With Benefits Episode 12: Edification on ‘Rothification’ under SECURE 2.0

USA - March 10 2023 Signed into law in the waning days of 2022, the SECURE 2.0 Act contains over 90 provisions impacting qualified retirement plans. Several of these…

Richard G. Schwartz, Benjamin F. Spater

Coffee Talk With Benefits Episode 11: Employee Contribution Failures

USA - February 2 2023 The Internal Revenue Code provides significant tax benefits for both employers and employees participating in a 401(k) or 403(b) plan. In exchange…

Sarah N. Magill, Richard G. Schwartz

SECURE Act 2.0: Hold My Beer

USA - January 11 2023 The SECURE Act, passed just before the onset of the COVID-19 pandemic at the end of 2019 (“SECURE 1.0”), significantly altered the retirement plan…

Christina M. Cerasale, Andrew R. Overway, Richard G. Schwartz, Irine Sorser, Benjamin F. Spater, Alisha N. Sullivan

Coffee Talk With Benefits Episode 10: Missing Participants

USA - December 7 2022 ‘Missing’ or lost participants often raise a handful of legal and administrative issues for plan sponsors. The lack of definitive guidance has led to…

Richard G. Schwartz

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