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View Printable PDF America, we have yet another problem… one that has been building for years. Where, exactly, are working Americans going to get enough income to replace 80% to possibly 100% of their career-end compensation so they can retire, remain self-sufficient...
The IRS recently released Revenue Ruling 2011-7 (the "Ruling") to clarify the requirements for employers terminating 403(b) plans. The Ruling also explains the tax consequences for participants receiving 403(b) plan termination distributions, such as annuity contracts...
View Printable PDF Investment providers have historically resisted characterization as retirement plan fiduciaries even when it was clear that their activities cast them in that role. To this end, investment contracts contained elaborate denials of fiduciary status....
The Wagner Law Group Expands Practice into Employment Law, August 8, 2011
A. Federal Court Strikes Down Entire Health Care Reform Act A federal judge in Florida has struck down the entire PPACA which, in part, requires most Americans to obtain health insurance or face a monetary penalty. The case originated when Florida's attorney general...
Plan sponsors customarily seek the Internal Revenue Service's ("IRS's") approval that the form of their plans complies with all legal tax-qualification requirements under the IRS determination letter program. In 2005, the IRS adopted a staggered system to process...
View Printable PDF Executive summary U.S. government officials are calling for greater fee transparency in the 401(k) plan market. As the 401(k) fee disclosure rules continue to evolve through regulatory rule-making and litigation-driven case law, effectively raising...