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May and June 2019 Filing and Notice Deadlines for Qualified Retirement and Health and Welfare Plans

USA - April 30 2019 Employers and plan sponsors must comply with numerous filing and notice deadlines for their retirement and health and welfare plans. Failure to comply…

Tabitha Crosier

IRS Re-Opens the Door to Retiree Lump Sum Windows

USA - April 30 2019 The IRS recently issued Notice 2019-18, reversing its prior position set forth in Notice 2015-49 that offering retirees in pay status the opportunity…

Mark Kelly

ERISA Trumps State Law Claims in Anthem Data Breach

USA - December 11 2015 The U.S. District Court for the Northern District of California ruled that the Employee Retirement Income Security Act (ERISA) preempts state-law…

Alexander K. Haas (Alex), Leslie M Bassett, David Tetrick Jr, Nicholas A. Oldham, Julie A. Stockton

Employee Plans Compliance Resolution System Q&A

USA - February 28 2014 To encourage employers to provide a tax qualified retirement plan, and to encourage employees to participate in such retirement plans, the Internal…

James P. Cowles

IRS Notice 2013-54 guidance clarifying impact of Affordable Care Act on HRAs, health FSAs, and employer payment plans

USA - January 2 2014 Notice 2013-54 (the "Notice") provides guidance clarifying the impact of certain market reform provisions of the Affordable Care Act ("ACA") on…

Donna Eddwards, Mark Kelly