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IRS Announces Retirement Plan Limits for 2018

USA - October 24 2017 The Internal Revenue Service recently announced retirement contribution limits for 2018 adjusted for cost-of-living considerations. Below is a chart...

Mark A. Daniele, Jane S. Kimball, Meredith A. Walsh, John B. Brescher, Jr., Kevin A. Brown.


IRS Permits Self-Certification for Late Rollovers to Qualified Retirement Plans

USA - October 4 2016 Generally, an amount distributed from a qualified retirement plan (including an employer-sponsored plan and an IRA) is excluded from income if it is...

Mark A. Daniele, Jane S. Kimball, Meredith A. Walsh, John B. Brescher, Jr., Kevin A. Brown.


Private Equity Funds Liable for Portfolio Company's Pension Obligations

USA - April 7 2016 A U.S. District Court issued a ruling on March 28 that affects pension liabilities for private equity funds and their portfolio companies. Taken...

Mark A. Daniele, Jane S. Kimball, Meredith A. Walsh, John B. Brescher, Jr., Kevin A. Brown.


Pension Plan Sponsors Beware: The Department of Labor Is Investigating Plans That Fail to Locate and Pay Benefits to Terminated Vested Participants

USA - March 22 2016 A Department of Labor ("DOL") official recently disclosed a new DOL investigation initiative focusing on the adequacy of defined benefit plan...

Mark A. Daniele, Jane S. Kimball, Meredith A. Walsh, John B. Brescher, Jr., Kevin A. Brown.


A warning to 401(k) plan sponsors relying on third-party administrators (TPAs)

USA - April 13 2015 A recent news bulletin from the IRS serves as a cautionary reminder that plan sponsors retain responsibility for the proper administration of...

Mark A. Daniele, Jane S. Kimball, John B. Brescher, Jr., Kevin A. Brown.