Searching Content indexed under Retirement, Superannuation & Pensions by Foley & Lardner ordered by Published Date Descending.
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401k Plan Administrators Problem Uncashed Checks
The IRS recently issued Revenue Ruling 2019-19. The Revenue Ruling provides 401(k) plan administrators with helpful guidance on how to report and withhold from 401(k) plan distributions when a plan
United States
5 Sep 2019
ERISA Fiduciary Training – Should Employee/Fiduciaries Live Without It?
Every week, new federal lawsuits are filed against companies and individuals, alleging that one or more breaches of fiduciary duties have been committed in connection with responsibilities owed
United States
2 Aug 2019
Should I Be Getting An Updated IRS Determination Letter?
If you maintain a qualified retirement plan, such as a 401(k) or pension plan, that covers more than 100 employees, you are likely in the midst of your annual plan audit. During this process,
United States
28 Jun 2019
In A Growth State Of Mind – Consider Retirement Plan Mandates When Expanding Operations To New States
Over the last few years, governmental agencies, retirement planning advisors, and social service providers have increasingly voiced concerns that American workers are not adequately saving
United States
18 Jun 2019
SECURE Act – Major Retirement Plan Changes May Come Soon
In keeping with the theme of legal developments aimed at improving retirement preparedness, on May 23, the House of Representatives passed the Setting Every Community Up for Retirement Enhancement
United States
18 Jun 2019
Time For A 401(k) Plan Spring Cleaning?
Now that spring is in the air, it might be a good time to dust off your 401(k) plan document and do a quick checkup
United States
1 May 2019
Summary Plan Descriptions: You Gotta Have Them, So Make The Most Of Them
Administrators of plans subject to ERISA (including plans sponsored by for-profit and nonprofit businesses and organizations[1]) ...
United States
20 Mar 2019
Proposed Hardship Withdrawal Regulations Provide Useful Guidance
While not exactly a Thanksgiving "miracle," many retirement plan sponsors were no doubt thankful for the IRS' recent issuance of proposed regulations (the "Proposed Regs") addressing changes
United States
13 Dec 2018
Non-Qualified Retirement Plans & Divorce: You May Be Able To Honor DROs, But Should You?
You probably already know that employers are required to honor qualified domestic relations orders regarding the division of qualified retirement plan benefits (such as 401(k) balances) when an employee gets divorced.
United States
12 Sep 2018
Looking At An Expanding Landscape: Multiemployer Plan Withdrawal Liability
If an employer withdraws from a multiemployer pension plan such that the employer no longer has an obligation to contribute to the plan ...
United States
4 Jul 2018
Complying With Hardship Withdrawal Rules Makes Retirement Plan Administration Easy (Well, Easier, Anyway)
In a February 2018 article, my colleague Kathleen Dreyfus Bardunias encouraged retirement plan sponsors to implement annual "operational checkups" in order to ensure their plans...
United States
5 Jun 2018
Term Limits? Stock Options Are Not As Flexible As You May Think…
Even though stock options are a commonly used compensation tool, certain issues, such as whether you must/should limit their terms and, if you do, whether you can make changes...
United States
5 Apr 2018
An Annual Retirement Plan "Check-Up" May Be Just What The Doctor Ordered!
February is Heart Health Month, which always reminds me to schedule my annual doctor checkup.
United States
14 Feb 2018
Tax Reform And Employee Benefits – What You Need To Know Now
As you have probably heard by now, the recently enacted Tax Cuts and Jobs Act (the Tax Reform Act) made significant changes to the Internal Revenue Code.
United States
10 Jan 2018
Cybersecurity Risks To Employee Benefit Plans - Are You Prepared?
Unless you've been living on a remote mountaintop or inside a cave for the past 10 years, chances are good you've either been affected by a cybersecurity breach or know someone who has.
United States
20 Dec 2017
When Disaster Strikes: IRS Guidance Gives Employers Additional Options For Assisting Employees Hit By Hurricanes Harvey And Irma
When Hurricanes Harvey and Irma made landfall in Texas and Florida, they gave rise not only to widespread property damage, but to a humanitarian disaster as well.
United States
2 Oct 2017
Pension Plan Sponsors – When De-Risking, Select Annuity Providers With Care
Employer-sponsored retirement plans come in many varieties. For example, under 401(k) and other defined contribution plans, employees and, often, employers may make specific contributions...
United States
25 Jul 2017
"But Our Vendor Handles Everything — How Can We Still Have Fiduciary Liability?"
As the rules governing retirement and health plans grow more complex, employers often need professional help in order to keep up with the day-to-day management of the employee benefit plans they sponsor.
United States
16 Feb 2017
Cover Letters: The Key To Simplifying ERISA Plan Document Requests
Sponsors of qualified retirement plans and group health plans may receive tens, if not hundreds, of plan document requests every year.
United States
13 Dec 2016
Does Your Severance Trigger ERISA? Why You Should Care And What You Should Do
Generally speaking, many employers do not think about the Employee Retirement Income Security Act (ERISA) when it comes to severance, whether at the front end, when employment agreements or policies are negotiated and planned, or at the back end, when termination occurs and the severance is paid.
United States
28 Jul 2016
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