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Searching Content indexed under Actuarial Services by Foley & Lardner ordered by Published Date Descending.
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For Investment Management Clients And To Other Interested Parties Conflicts Unavoidable For Investment Advisers
The subject of "conflicts of interest" is an area of particular interest among regulators but often times misunderstood by investment advisers.
United States
6 Nov 2006
2
Clearer Federal "Broker Disclosure" Requirements
The Department of Labor has released Advisory Opinion 2005-02A providing further guidance on the duty of insurance companies providing insurance coverage to ERISA pension and welfare benefit plans to furnish information to plans on commissions and fees paid to brokers, agents, and other persons
United States
6 Apr 2005
3
Qualified Retirement Plans: February 2005 Developments
Automatic rollover provisions apply to mandatory distributions made on or after March 28, 2005. Involuntary cash outs of more than $1,000 (but less than $5,000) are required to be automatically rolled over to an IRA on and after March 28, 2005, unless the participant elects otherwise.
United States
9 Mar 2005
4
Recent Developments for Qualified Retirement Plans; Final HIPAA Portability Rules Announced
The Department of Labor had previously issued guidance establishing a fiduciary "safe harbor" for setting up the rollover IRAs needed to implement the Economic Growth and Tax Relief Reconciliation Act of 2001 ("EGTRRA") requirement that mandatory distributions of more than $1,000 from qualified retirement plans ("plans") must be paid in a direct rollover to an IRA, effective March 28, 2005, unless the intended recipient provides other instructions.
United States
20 Jan 2005
5
Qualified Retirement Plans: December 2004 Developments
The most recent article from Foley & Lardner relating to employee benefits developments.
United States
10 Jan 2005
6
IRS Clarifies Control Group Rules For Tax Exempts
After 30 years, the Internal Revenue Service ("IRS") has proposed regulations to incorporate concepts it has informally applied in the past to determine whether organizations are part of a "controlled group."
United States
21 Dec 2004
7
Qualified Retirement Plans: November 2004 Developments
Automatic rollover to IRAs of mandatory cash out amounts worth more than $1,000 is required effective March 28, 2005. Plan sponsors are currently deciding whether to administer automatic rollovers or to reduce their mandatory cash out amount to $1,000 or less so the requirement can be avoided.
United States
13 Dec 2004
8
Qualified Retirement Plans: October 2004 Developments
The latest report from Foley & Lardner relating to Employee Benefits developments.
United States
17 Nov 2004
9
2005 Limitations For Employee Benefit Plans
The Internal Revenue Service has announced the cost-of-living adjustments applicable to dollar limitations for pension plans and other amounts for 2005. Several of the limits are changed for 2005.
United States
10 Nov 2004
10
Legislation Cuts Executive Pay Perks
The American Jobs Creation Act of 2004 was approved by Congress on October 11, 2004 and will soon be signed by President Bush. The legislation enacts sweeping changes in the rules governing nonqualified deferred compensation plans.
United States
29 Oct 2004
11
2005 Limitations For Employee Benefit Plans
The Internal Revenue Service has announced the cost-of-living adjustments applicable to dollar limitations for pension plans and other amounts for 2005. Several of the limits are changed for 2005.
United States
26 Oct 2004
12
Qualified Retirement Plans: August 2004 Developments
If you, as an ERISA fiduciary, are "floundering" in uncertainty in the aftermath of the mutual fund scandals, you are in good company.
United States
8 Oct 2004
13
Qualified Retirement Plans: July 2004 Developments
Latest report from Foley & Lardner relating to Employee Benefits.
United States
5 Aug 2004
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