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Tackling Student Debt with 401(k) Savings

USA - July 12 2018 Younger employees struggling to repay heavy student debt often delay saving for retirement. As a result, these employees lose the advantage of...


SEC Proposes Best Interest Standard for Retail Accounts and Related Disclosure Requirements

USA - April 26 2018 On April 18, the Securities and Exchange Commission (SEC or Commission) voted 4-to-1 to propose a set of new rules intended to: (1) create a “best...

Timothy A. Work, Kate Jensen, Micah S. Green, Christopher R. Conte, Patrick S. Menasco, Melanie Nussdorf, Eric G. Serron, Scott A. Sinder.


More Filers, More to File: ERISA Agencies Slate Major Expansion, Revamp of Form 5500 for 2019

USA - September 1 2016 As attention grabbers go, “This document contains proposed changes to the Form 5500 Annual ReturnReport forms, including the Form 5500, Annual...

Edward Thomas Veal, Edward R. Mackiewicz, Paul J. Ondrasik Jr..


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...

Jennifer G. Krengel, 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...

Jennifer G. Krengel, Ellen Kohn, Don Wellington, Suzanne Ross McDowell, Catherine W. Wilkinson.