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Department of Labor Issues Request for Information on Fiduciary Rule

USA - July 5 2017 On June 29, 2017, the Department of Labor (Department) issued a Request for Information (RFI) related to its examination of the final rule defining...

Kate Jensen, Melanie Nussdorf, Eric G. Serron, Scott A. Sinder.


IRS Curtails Retirement Plan Determination Letter Process

USA - July 28 2016 Revenue Procedure 2016-37, released June 29, 2016, curtails the IRS determination letter program with respect to individually designed qualified...

Joni Andrioff, Edward Thomas Veal, Don Wellington.


Newly Proposed Regulations Under Section 457(f) Impact Deferred Compensation Arrangements of Tax-Exempt and Governmental Entities

USA - July 14 2016 The Internal Revenue Service (IRS) has issued the long-awaited proposed regulations governing deferred compensation for tax-exempt and governmental...

Joni Andrioff, Ellen Kohn, Don Wellington, Suzanne Ross McDowell, Catherine W. Wilkinson.


New DOL Enforcement Focus on Mental Health and Substance Use Disorder Parity

USA - June 6 2016 The Obama Administration’s focus on the problems of mental health and substance use disorders continues to intensify. In late 2015, President Obama...

Joni Andrioff, Edward Thomas Veal, Eric G. Serron, Edward R. Mackiewicz, Don Wellington.


Update on Affordable Care Act Information Reporting Requirements

USA - January 6 2016 The first Affordable Care Act (ACA) information reporting season is close at hand! To assist employers and insurers in complying with their filing...

Joni Andrioff, Cameron Arterton, Lisa M. Zarlenga, Don Wellington.