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The Department of Labor (“DOL”) has issued updated versions of its model general notice and model election notice to ensure that qualified beneficiaries better understand the interactions between Medicare and COBRA. Background. Under COBRA, an...
Planning in the Age of a Pandemic: Estate Planning and CARES Act Considerations – Regina Mandl and Barry Salkin, The Wagner Law Group Free Webinar, May 6, 2020, 2:00 PM (ET) –Recording available here – PowerPoint presentation available here
Cybersecurity breaches of retirement plan participant accounts have occurred with increasing frequency in recent years. Just this past April, a plan participant filed a complaint alleging ERISA breaches of fiduciary duty and violations of the Illinois Consumer...
The third COVID-19 Stimulus package has provisions regarding retirement plans, including expanded and penalty-free withdrawal rights, expanded loan rights, extended rights to repay loans and withdrawals, and the deferral of mandatory distributions. New guidance...
In coordination, the Department of Labor, the Department of Health and Human Services, and the Internal Revenue Service (collectively, the “Agencies”) have extended deadlines for multiple events important to health plan administration that will apply to ERISA-governed...
The IRS has issued Notice 2020-23 to provide employers, employees and retirement plan service providers with relief from business disruptions from the COVID-19 pandemic. Notice 2020-23 automatically extends, to July 15, 2020, certain deadlines for employee welfare...
Recording available here
On April 27, 2020, the Virtual Notarization Act (the “Act”) was signed into law by Massachusetts Governor, Charlie Baker, and was effective immediately. The Act allows Massachusetts notaries, using videoconference technology, to notarize documents remotely during the...
The current volatility in the economy due to the coronavirus pandemic has created various issues for retirement plans that need to be addressed in an expedited and efficient manner. The significant impacts on defined contribution and single employer defined benefit...