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IRS to retirees - The check’s in the mailand it’s taxable

USA - August 22 2019 In Rev. Rul. 2019-19, which was issued on August 14, the Internal Revenue Service (IRS) took another small step in its undertaking to address tax...

Brittany Edwards-Franklin, Meredith L. O'Leary, Ryan M. Session, Laura A. Taylor, Deepa S. Menon, Robert J. Neis, William J. Walderman, W. Mark Smith, Carol T. McClarnon, Vanessa A. Scott, Michael A. Hepburn, Paul R. Lang, Brenna M. Clark.

The emerging patchwork of fiduciary investment advice regulation - Putting the pieces together (update)

USA - August 14 2019 As anticipated, this year has seen a number of fiduciary and best interest investment advice regulations advance at both the federal and state levels...

Sarah Razaq Sallis, Adam C. Pollet, Stephen E. Roth, Amber S. Unwala, S. Lawrence Polk, Pooja Kohli, Nicholas J. Rinaldi, Wilson G. Barmeyer, Brian L. Rubin, Cynthia R. Shoss, Bruce M. Bettigole, Olga Greenberg.

The SEC's new standard of conduct rules application to retirement accounts

USA - August 12 2019 On June 5, 2019, the US Securities and Exchange Commission (SEC) adopted its Regulation Best Interest (Rule 15l-1 under the Securities Exchange Act...

Ben Marzouk, Issa J. Hanna, Eric A. Arnold, Sarah Razaq Sallis, Adam C. Pollet, Stephen E. Roth, Amber S. Unwala, S. Lawrence Polk, Pooja Kohli, Nicholas J. Rinaldi, Holly H. Smith, Wilson G. Barmeyer, John H. Walsh, Michael B. Koffler, Brian L. Rubin, Cynthia R. Shoss, Bruce M. Bettigole, Olga Greenberg.

IRS provides guidance on preventive care for high-deductible health plans and HSAs

USA - July 18 2019 On July 17, the IRS issued Notice 2019-45 (the Notice), expanding the concept of preventive care to certain services and items that target specific...

Brittany Edwards-Franklin, Meredith L. O'Leary, Ryan M. Session, Laura A. Taylor, Deepa S. Menon, Robert J. Neis, William J. Walderman, W. Mark Smith, Carol T. McClarnon, Vanessa A. Scott, Michael A. Hepburn, Paul R. Lang, Brenna M. Clark.

DOL and Treasury update guidance agendas for employee benefits (Spring 2019)

USA - June 27 2019 The principal regulators of US employee benefits have recently published updates to their guidance plans for the coming months. On May 22, 2019, the...

Brittany Edwards-Franklin, Meredith L. O'Leary, Ryan M. Session, Laura A. Taylor, Deepa S. Menon, Robert J. Neis, William J. Walderman, W. Mark Smith, Carol T. McClarnon, Vanessa A. Scott, Michael A. Hepburn, Paul R. Lang, Brenna M. Clark.