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The IRS has released the 2013 inflation-adjusted maximums for certain employee welfare benefit plans and the dollar amounts used for certain discrimination tests. For the definition of "highly compensated employee," which is used in several welfare plan discrimination...
Attorney David Gabor Named a Fellow in the Litigation Counsel of America, November 27, 2012
In this newsletter, we will discuss some recent developments related to tax qualified plans. The first article highlights changes in the Cost of Living Adjustments for 2013. The IRS recently announced that it is discontinuing the Lost Participant Letter Forwarding...
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The U.S. Supreme Court has rejected most constitutional challenges to the Patient Protection and Affordable Care Act ("PPACA"), leaving the law's individual mandate intact. Individual Mandate. PPACA's individual mandate requires most Americans to carry health...
View Printable PDF Overview Financial advisors serving the 401(k) plan market should be aware of the new fee disclosure requirements under ERISA Section 408(b)(2). The primary requirement is the upfront “Fee Notice” which service providers must deliver to plan...
I. TAX-QUALIFIED PLANS IRS Determination Letter Program for Tax-Qualified Retirement Plans As we have explained in our previous newsletters, the Internal Revenue Service ("IRS") processes applications for determination letters for individually-designed retirement...
On February 2, 2012, the DOL finalized its regulations under ERISA Section 408(b)(2), replacing the existing interim final regulations that require certain disclosures by plan service providers to responsible plan fiduciaries. The disclosures relate to services to be...
Do you have an ERISA-compliant plan document? Do you have an ERISA-compliant summary plan description? To the extent that the plans are self-insured, are they in writing? Has consideration been given to the Medicare Part D requirements regarding required notification...