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Reed Smith To Offer Opinion Letters To Replace IRS Determination Letter
Reed Smith will offer plan sponsors a law firm opinion letter, similar to a determination letter, on the continued qualified status of an individually designed plan document.
United States
16 Mar 2017
2
Executive Action Regarding Dodd-Frank And The Fiduciary Rule
On February 3, 2017, President Donald Trump ordered a review of the Department of Labor (the "DOL") Conflict of Interest Rule (the "Fiduciary Rule") scheduled to become effective April 10, 2017...
United States
20 Feb 2017
3
IRS Overhauls Determination Letter Process For Individually Designed Plans
Currently, individually designed retirement plans are subject to a five-year determination letter cycle, which is generally based on the last digit of the plan sponsor's Employer Identification Number ("EIN").
United States
31 Jul 2015
4
New Hybrid Pension Plan Guidance
The IRS recently issued new final and proposed regulations that provide welcome guidance to sponsors of hybrid pension plans. Hybrid pension plans, such as cash balance plans and pension equity plans, are defined benefit plans that have some of the characteristics of defined contribution plans.
United States
21 Oct 2014
5
The DOMA Decision – IRS Guidance On Application To Retirement Plans
There have been many questions regarding the recognition of same-sex spouses for qualified retirement plan purposes.
United States
10 Apr 2014
6
IRS Permits Mid-Year Changes to 401(k) Safe Harbor Contributions
On November 14, 2013, the Internal Revenue Service issued final regulations that permit mid-year reductions or suspensions of safe harbor nonelective contributions, and that modify the rules permitting mid-year reductions or suspensions of safe harbor matching contributions, to 401(k) plans (the "Final Regulations").
United States
19 Nov 2013
7
IRS Modifies 'Use-or-Lose' Rule For Health FSAs
IRS Notice 2013-71 recently modified the longstanding "use-or-lose" rule for health flexible spending arrangements (FSAs) so that covered individuals may now be permitted to carry over up to $500 in unspent funds in their health FSA accounts into the next year.
United States
16 Nov 2013
8
Department of Labor Issues Guidance Affecting Same-Sex Marriages
On September 18, 2013, the United States Department of Labor issued EBSA Technical Release 2013-04, which provides that same-sex couples who enter into marriages in jurisdictions that recognize such marriages will be treated as married for purposes of the Employee Retirement Income Security Act of 1974, and provisions of the Internal Revenue Code that the DOL is responsible for interpreting.
United States
3 Oct 2013
9
PBGC Issues Proposed Rule On Reportable Events
On April 3, 2013, the Pension Benefit Guaranty Corporation ("PBGC") issued a proposed rule amending its existing reportable events rule.
United States
1 May 2013
10
IRS Releases 2012 Limitations For Pension And Welfare Benefit Plans
For the first time since 2008, the IRS has announced increases in many of the limits associated with qualified retirement plans.
United States
31 Oct 2011
11
New Law Permits In-Plan Roth Conversions
The Small Business Jobs Act of 2010, which was signed into law by President Obama September 27, 2010, permits "applicable retirement plans" with designated Roth accounts to accept rollovers of otherwise distributable amounts from within the plan.
United States
19 Oct 2010
12
Court Of Appeals Rules Against Plaintiffs In Excessive Fees And Revenue-Sharing Case
Beginning in late 2006, a number of complaints were filed against 401(k) plan sponsors and plan service providers.
United States
4 Mar 2009
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