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The Benefits Dial Blog

Articles: 1-10 of 23

The Long and Winding Road… of 401(k) plan compensation definitions

USA - January 22 2020 A plan’s definition of “compensation” tends to be one of the trickier aspects of 401(k) administration. Having been asked multiple times in the past…

E is for ERISA, That’s Good Enough for Me: Supreme Court remands IBM v. Jander back to Second Circuit

USA - January 14 2020 The United States Supreme Court issued a per curiam opinion on Tuesday in Retirement Plans Committee of IBM v Jander, punting back to the court of…

We interrupt this program - is a multiple employer plan in your future?

USA - January 9 2020 We interrupt our usual Benefits Dial programming - to take a closer look at developments affecting multiple employer plans (MEPs) as part of our…

A Little Less Conversation, a Little More Action: Major Retirement Plan Legislation Is Finally Signed Into Law

USA - December 23 2019 After being on the verge of enactment last spring but failing to pass, the SECURE Act will become law after all. Congress included the Setting Every…

[Don’t] Tell Me Lies, Tell Me Sweet Little Lies … or the SEC will charge you with fraud

USA - December 19 2019 Many private companies assume that if valid federal and state exemptions from registration are available for private company securities that there is…

Sitting on a dock of the bay, watching my post-termination exercise period, roll away: Tax considerations for modifying stock options to extend the post-termination exercise period

USA - December 13 2019 We are often asked by our private company clients about making changes to outstanding stock options. In some cases, changes to the number of shares…

Time keeps on slippin’, slippin’, slippin’… into the future with an extended deadline for Form 1095-C and Form 1095-B reporting

USA - December 3 2019 The Internal Revenue Service has extended the due date for providing the 2019 Form 1095-C (applicable to large employers as explained below) and the…

Walk this way…to avoid the pitfalls of ERISA

USA - November 21 2019 Companies implement bonus plans to meet a variety of business objectives: retention, specific company business goals, change of control, and others…

Friends in Low Places . . . IRS focusing on late contributions too

USA - November 11 2019 "I was the last one you'd thought you'd see there…" We tend to think of untimely remittances to retirement plans as primarily an ERISA issue…

Take it to the limit one more time…IRS announces cost-of-living adjustments for 2020!

USA - November 6 2019 The Internal Revenue Code imposes dollar limitations on various compensation, benefit and contribution levels under qualified retirement plans…