Clear all

Refine your search

Content type
Tags
Author
Jurisdiction
Language

75 results found

Article
Ask Lexy

McDermott Will & Emery | USA | 28 Dec 2023

IRS Says Keep Those Class Exclusions Classy Under Long-Term, Part-Time Employee Rules

In this series of articles, we explore the implications of the long-term, part-time employee rules under the SECURE Act and SECURE 2.0 and the impact…
Article
Ask Lexy

McDermott Will & Emery | USA | 19 Dec 2023

Last-Minute IRS Guidance Leaves Little Time for Long-Term, Part-Time Employee Changes

Together, the SECURE Act and the SECURE 2.0 Act feature numerous changes to retirement plan rules that aim to help employees achieve retirement…
Article
Ask Lexy

Snell & Wilmer LLP | USA | 1 Dec 2023

2023 End of Year Plan Sponsor “To Do” List (Part 3) Qualified Retirement Plans

As 2023 comes to an end, we are pleased to present our traditional End of Year Plan Sponsor “To Do” Lists. This year, we present our “To Do” Lists in…
Article
Ask Lexy

McDermott Will & Emery | USA | 4 Oct 2023

Employer Student Loan Debt Benefits Following SECURE 2.0

In December 2022, Congress enacted groundbreaking legislation as part of the SECURE 2.0 Act (SECURE 2.0) codifying an opportunity for employers to…
Article
Ask Lexy

Proskauer Rose LLP | USA | 22 Sep 2023

District court breaks trend and allows claims challenging prudence of blackrock lifepath index target date funds to proceed

We have previously blogged on the flurry of class action lawsuits challenging 401(k) plan investments in the BlackRock LifePath Index Target Date…
Article
Ask Lexy

Proskauer Rose LLP | USA | 21 Sep 2023

Ninth Circuit: Changes to a Services Agreement Require Consideration of Indirect Compensation

A recent Ninth Circuit decision has generated considerable controversy amongst employee benefits practitioners by holding that plan fiduciaries…
Article
Ask Lexy

Proskauer Rose LLP | USA | 13 Sep 2023

Tenth Circuit Adopts “Meaningful Benchmark” Pleading Standard in Dismissing Challenges to 401(k) Plan Fees

In a case of first impression in the Tenth Circuit, the Court recently joined the chorus of circuit courts in holding that a 401(k) plan participant…
Video

McDermott Will & Emery | USA | 12 Sep 2023

SECURE 2.0: The Impacts of Employer Matching for Student Loan Payments

Following the Supreme Court’s rejection of substantial portions of the Biden Administration’s plans for student loan debt relief and with the end of…
Article
Ask Lexy

Bowditch & Dewey LLP | USA | 29 Aug 2023

Two-Year Delay for Changes to Catch-up Contribution Rules

On August 25, 2023, the Internal Revenue Service announced a two-year delay in implementing changes to the catch-up retirement contributions of…
Article
Ask Lexy

Proskauer Rose LLP | USA | 28 Aug 2023

IRS Offers Two-Year Transition Period to Implement SECURE 2.0 Roth Catch-Up Requirement

On Friday, the IRS released Notice 2023-62, which addresses certain pressing implementation issues related to the SECURE 2.0 requirement that…
Previous page 1 2 3 ...