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Escheated funds from IRAs subject to federal tax reporting and withholding

USA - May 31 2018 The payment of a traditional individual retirement account or annuity (IRA) over to a state unclaimed property fund will now be subject to federal...

Wilson G. Barmeyer, W. Mark Smith.


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, Laura A. Taylor, Deepa S. Menon, Adam B. Cohen, 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 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, Deepa S. Menon, Adam B. Cohen, W. Mark Smith, Carol T. McClarnon, 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, Laura A. Taylor, Deepa S. Menon, Adam B. Cohen, William J. Walderman, W. Mark Smith, Carol T. McClarnon, Vanessa A. Scott, Michael A. Hepburn, Paul R. Lang, Brenna M. Clark.


IRS announces change in 2018 HSA limit for family coverage

USA - March 8 2018 On March 5, 2018, the Internal Revenue Service (IRS) released Rev. Proc. 2018-18, which changes the family limit on annual contributions to Health...

Brittany Edwards-Franklin, Meredith L. O'Leary, Allison E. Wielobob, SoRelle B. Brown, Laura A. Taylor, Deepa S. Menon, Adam B. Cohen, William J. Walderman, Carol T. McClarnon, Vanessa A. Scott, Michael A. Hepburn, Paul R. Lang, Brenna M. Clark.