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February Federal Budget Deal: Revisits Previously Proposed Changes to Qualified Retirement Plan Rules

USA - March 28 2018 As part of the tax reform process, Congress proposed several changes to qualified retirement plans that were cut from the final bill. One of these...


Disability Claims Procedures: Implementation of Rule Delayed Through April 1, 2018

USA - November 29 2017 In a recent blog post we discussed the new disability claims procedure rules scheduled to go into effect on January 1, 2018. Earlier this year, as...


Employee Benefit Plan Hurricane Relief: Available Reporting and Funding Extensions

USA - September 22 2017 The IRS, DOL and PBGC recently provided various forms of relief intended to help employees and employers impacted by Hurricanes Harvey and Hurricane...


Employee Benefit Plan Hurricane Relief: Loans and Hardship Distributions From Qualified Plans

USA - September 20 2017 The IRS, DOL and PBGC recently provided various forms of relief intended to help employees and employers impacted by Hurricanes Harvey and Hurricane...


Disability Claims Procedures: DOL’s Final Rule Requires Action Before Year-End

USA - May 26 2017 Last year the Department of Labor (DOL) finalized new disability claims procedure rules, effective January 1, 2018, to add more procedural safeguards...