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IRS posts six more “issue snapshots” for retirement plans

USA - May 29 2018 Since 2016, the Internal Revenue Service Tax Exempt and Government Entities Division (TEGE) has followed a practice of posting “issue snapshots” -...

Brittany Edwards-Franklin, Meredith L. O'Leary, Allison E. Wielobob, SoRelle B. Brown, Ryan M. Session, Laura A. Taylor, Deepa S. Menon, Adam B. Cohen, William J. Walderman, W. Mark Smith, Vanessa A. Scott, Michael A. Hepburn, Paul R. Lang, Brenna M. Clark.


DOL and Treasury update 2017-2018 regulatory agendas for employee benefits

USA - May 14 2018 On May 9, 2018, the principal regulators of US employee benefits published updates to their guidance plans for the coming months. The US Department of...

Brittany Edwards-Franklin, SoRelle B. Brown, Ryan M. Session, Deepa S. Menon, Adam B. Cohen, W. Mark Smith, Michael A. Hepburn, Paul R. Lang, Brenna M. Clark.


Between a REOC and a hard place-real estate development company is not a REOC

USA - May 3 2018 A legal dispute involving an Arizona real estate development company has led to a rare court decision considering the "real estate operating company"...

Brittany Edwards-Franklin, Allison E. Wielobob, SoRelle B. Brown, Deepa S. Menon, Adam B. Cohen, W. Mark Smith, Michael A. Hepburn, Paul R. Lang, Brenna M. Clark.


DOL “clarifies” its guidance on proxy voting and social investing

USA - April 27 2018 On April 23, 2018, the US Department of Labor (DOL) issued Field Assistance Bulletin (FAB) 2018-01 regarding proxy voting, shareholder engagement and...

Brittany Edwards-Franklin, Meredith L. O'Leary, Allison E. Wielobob, SoRelle B. Brown, Ryan M. Session, Laura A. Taylor, Deepa S. Menon, Adam B. Cohen, William J. Walderman, W. Mark Smith, Vanessa A. Scott, Michael A. Hepburn, Paul R. Lang, Brenna M. Clark.


Pension plan amendment did not violate ERISA or ADEA

USA - April 16 2018 In Teufel v. Northern Trust Co. (April 11, 2018), the US Court of Appeals for the Seventh Circuit confirmed that a prospective change in the benefit...

Brittany Edwards-Franklin, Meredith L. O'Leary, SoRelle B. Brown, Deepa S. Menon, Adam B. Cohen, W. Mark Smith, Michael A. Hepburn, Paul R. Lang, Brenna M. Clark.