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ORBA
The IRS recently issued its 2024 cost-of-living adjustments for more than 60 tax provisions. With inflation moderating slightly this year over last, many amounts will increase...
Groom Law Group
Groom principal and chair of the firm's Retirement Services group, Michael Kreps, was featured in the Pensions & Investments article, "Is renewed interest in DB plans real, or just a pipe dream?,"
Polsinelli LLP
The U.S. Department of Labor ("DOL") recently filed a lawsuit against UMR, Inc., a third-party administrator and UnitedHealth Group, Inc. subsidiary.
Butler Snow LLP
The SECURE Act of 2019 ("SECURE") and the SECURE 2.0 Act of 2022 ("SECURE 2.0") made significant changes in the rules governing tax-qualified and tax-favored retirement plans.
Seyfarth Shaw LLP
Firing an employee for extensive use of medical benefits can prove very costly for the employer, who may be liable for such a claim even if the worker's claims of other types of discrimination fail.
Latest House Hearing Shows Use Of ESG In Retirement Plan Investing Remains A Political Lightning Rod
Ropes & Gray LLP
Last week, the House Committee on Ways and Means held a hearing entitled "Ensuring that ‘Woke' Doesn't Leave Americans Broke: Protecting Seniors and Savers from ESG Activism."
Mayer Brown
On October 31, 2023, the US Department of Labor ("DOL") unveiled a new proposed regulation titled "Retirement Security Rule: Definition of an Investment Advice Fiduciary"...
ORBA
A number of factors are making 2023 a confounding tax planning year for many people. They include turbulent markets, stabilizing—but still high—interest rates and significant changes...
Foley & Lardner
The SECURE 2.0 Act of 2022 (SECURE 2.0) significantly changes the legal and administrative compliance landscape for U.S. retirement plans. Foley & Lardner LLP is authoring a series...
Foley & Lardner
The SECURE 2.0 Act of 2022 (SECURE 2.0) significantly changes the legal and administrative compliance landscape for U.S. retirement plans.
Ford & Harrison LLP
Beloved actor Matthew Perry, perhaps most famously known for his iconic role as Chandler Bing on the long-running NBC television sitcom Friends...
Taft Stettinius & Hollister
On Nov. 9, 2023, the Chicago City Council passed the Chicago Paid Leave and Paid Sick and Safe Leave Ordinance, requiring Chicago...
ORBA
Legislation enacted at the end of 2022 included the long-awaited SECURE 2.0 Act of 2022 (SECURE 2.0), which expands on the Setting Every Community Up for Retirement Enhancement...
Arnold & Porter
In the latest development in a long-running regulatory saga, the U.S. Department of Labor (DOL) on October 31, again proposed major changes (the Proposal)...
Linklaters
On October 31, 2023, the U.S. Department of Labor (the "DOL") issued proposed changes to the definition of "investment advice" fiduciary under the Employee Retirement Income Security Act of 1974 ("ERISA").
Ropes & Gray LLP
Earlier this week, Ropes & Gray published a whitepaper focusing on the current status of state pro- and anti-ESG regulation.
Groom Law Group
On November 9, 2023, the IRS issued Rev. Proc. 2023-34, which announces the 2024 indexed limits for certain health and welfare benefits.
Seyfarth Shaw LLP
On October 31, 2023, the Department of Labor ("DOL") issued its latest attempt at revising the rules regarding when investment professionals who provide "investment advice"...
Foley Hoag LLP
The Department of Labor ("DOL") issued a proposed amendment to its investment advice fiduciary regulation that would...
Ropes & Gray LLP
After months of anticipation, on October 31, 2023, the U.S. Department of Labor ("DOL" or "Department") unveiled its first new fiduciary rule proposal (the "Proposal") since the Obama administration's 2016 rule.
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