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11 Jan 2017, 7:57 am
By Greg Daugherty and Seth Hanft In the plan sponsor and financial adviser community, as 2016 gives way to 2017, all eyes will be on the Department of Labor’s (DOL) fiduciary rule. [read post]
28 Feb 2022, 10:17 am
By Greg Daugherty and Rich Helmreich But just how big of a win is it? [read post]
15 May 2017, 7:41 am
By Greg Daugherty One question that has been on the minds of plan sponsors is how aggressive the Department of Labor (DOL) under President Trump will be compared to that of President Obama. [read post]
2 Apr 2015, 7:13 am
By Greg Daugherty The IRS and Treasury Department recently issued final regulations under Code Section 162(m) that, as the IRS describes it, “clarifies” stock and equity-based compensation plan drafting issues. [read post]
24 Feb 2015, 7:48 am
By Greg Daugherty One issue that sometimes arises when drafting a nonqualified plan document (or qualified plan for that matter) is how to define a “participant” in the plan. [read post]
1 Apr 2024, 7:03 am
By Greg Daugherty and Victoria Hanohano-Hong It has been a busy end of 2023 and first quarter of 2024 for the Internal Revenue Service and Department of Labor when it comes to implementing qualified plan regulatory guidance. [read post]
12 Oct 2020, 6:58 am
By Greg Daugherty and Rich Helmreich Much of the employee benefits news this year has related to the Coronavirus Aid, Relief, and Economic Security (CARES) Act, particularly with respect to the greater flexibility it provided 401(k) plan participants with respect to requesting in-service distributions and loans. [read post]
14 Jan 2016, 7:57 am
By Greg Daugherty and Rich McHugh The Internal Revenue Service (IRS) issued guidance on Jan. 4, 2016, that clarifies certain implications of its previously announced changes to the employee plans determination letter program. [read post]
15 May 2017, 7:41 am
By Greg Daugherty One question that has been on the minds of plan sponsors is how aggressive the Department of Labor (DOL) under President Trump will be compared to that of President Obama. [read post]
14 Nov 2014, 5:36 am
By Greg Daugherty A recent Third Circuit decision (Santomenno v. [read post]
11 Jan 2017, 7:57 am
By Greg Daugherty and Seth Hanft In the plan sponsor and financial adviser community, as 2016 gives way to 2017, all eyes will be on the Department of Labor’s (DOL) fiduciary rule. [read post]
16 May 2018, 8:07 am
By Greg Daugherty and Seth Hanft In baseball, there is a common saying that a “tie goes to the runner. [read post]
12 Nov 2015, 6:45 am
By Greg Daugherty Ever since the series finale of “Mad Men,” I’ve been thinking a lot about old commercials. [read post]
4 Oct 2018, 2:01 pm
By Greg Daugherty and Seth Hanft The Internal Revenue Service (IRS) recently issued a private letter ruling, PLR 201833012 (PLR) that has generated interest among employers about student loan benefit programs. [read post]
8 Aug 2017, 8:42 am
By Greg Daugherty and Seth Hanft While the fiduciary rule has received most of the attention in the world of ERISA as of late, a lesser known regulation that was finalized late last year also may require action by plan sponsors. [read post]
17 Jun 2019, 7:10 am
By Seth Hanft and Greg Daugherty Seemingly unfazed by the recent setbacks with the Association Health Plan regulations, the Departments of Treasury, Labor and Health and Human Services have released new health reimbursement (HRA) regulations that could reshape the group health plan landscape by providing employers with potentially cheaper options than traditional group health plan coverage for satisfying Affordable Care Act (ACA) requirements. [read post]
25 Jun 2015, 10:00 am
By Greg Daugherty The Office of Chief Counsel of the Internal Revenue Service (the “IRS”) recently confirmed that violations of Section 409A of the Internal Revenue Code (the “Code”) could be corrected without penalty in any taxable year before the taxable year in which an arrangement became vested. [read post]
4 Sep 2019, 6:42 am
By Greg Daugherty and Deb Boiarsky As we have explained in prior ESOP blogs, the Department of Labor (DOL) remains acutely concerned with private company employee stock ownership plan (ESOP) valuations in the formation of ESOPs. [read post]
21 Oct 2019, 8:48 am
By Greg Daugherty and Deb Boiarsky Special thanks to Victoria Hanohano-Hong, Porter Wright law clerk, for her assistance on this article. [read post]
1 Apr 2020, 7:41 am
By Greg Daugherty and Deb Boiarsky The spread of COVID-19 and the resulting disruption to the economy has led many employers to think creatively about how to manage cash, provide for the sustainability of their businesses and preserve the culture they have created with their employees and customers. [read post]
