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IRS Issues Interim Guidance on Matching Contributions Made on Account of Qualified Student Loan Repayments - Marcia Wagner, Barry Salkin and Jon Schultze, 401(k) Advisor, October 2024
RIAs May Face Ticking Time Bomb After SEC Slams a $1.9-Billion RIA for Neglecting 'Orphan' Accounts While Charging Fees - Ari Sonneberg, RIABiz, October 26, 2024 (PDF)
Envestnet's Five-Year Legal Slugfest with Fintech Over Alleged 'Trojan Horse' Theft of Killer App Cleared for Trial, Likely a Speedbump, Not a Wrench, for Bain Acquisition or Yodlee Sale - Ari Sonneberg, RIABiz, October, 23, 204 (PDF)
The Centers for Medicare & Medicaid Services (“CMS”) has announced the proposed maximum out-of-pocket (“OOP”) limits that will apply to non-grandfathered plans for plan years beginning in 2026. The OOP limits are based on estimates of employer-sponsored insurance...
How Intense Will the DOL's Fiduciary Rule Defense Be? It Depends on the Election - Marcia Wagner, Pensions & Investments, October 22, 2024 (PDF)
The Wagner Law Group continues to monitor the ongoing flood of “forfeiture” litigation. This alert is our seventh reporting on and analyzing the nature of the claims raised by plaintiffs, the defenses asserted against them, and the court opinions deciding the issues...
By Jon Schultze and Barry Salkin In Notice 2024-73, the Internal Revenue Service (“IRS”) issued guidance on the application of certain non-discrimination rules to long-term, part-time employees in Internal Revenue Code (“Code”) Section 403(b) plans subject to ERISA...
The Centers for Medicare & Medicaid Services (“CMS”) has issued final rules on the penalties imposed when Responsible Reporting Entities (“RREs”) fail to meet their Medicare as Secondary Payer (“MSP”) reporting obligations. Background. In general terms, the MSP...
The Wagner Law Group Virtual Lunch & Learn: How to Reduce Employer Risk From Hire To Fire - Katherine Brustowicz, David Gabor, Johanna Matloff and Denise Chicoine, November 13, 2024, 1:00 - 2:00 PM (EST) and November 21, 2024, 2:00 to 3:00 PM (EST) - Click here to...
Argent Trust Co. Petitions for Supreme Court to Provide Guidance on ERISA Arbitration - PLANSPONSOR, October 14, 2024 (PDF)