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By Barry Salkin The Internal Revenue Service (“IRS”) and the Treasury Department on October 21, 2024, issued final regulations under Sections 3405(a) and 3405(b) of the Internal Revenue Code of 1986, as amended (“Code”). (The IRS had issued previous guidance with...
The Internal Revenue Service announced cost-of-living adjustments affecting certain dollar limitations for pension plans and other retirement-related limitations for 2025 in Notice 2024-80. The following chart details 2025 retirement plan dollar limitation...
Vivek Ramaswamy $30-Million Venture Launches Wealth RIA - Just Ahead of the Election - Ari Sonneberg, RIAbiz, November, 4, 2024 (PDF)
4 Appellate Arguments Benefits Attys Should Watch in Nov. - Andrew Oringer, Law360, November 1, 2024 (PDF)
The IRS has issued Notices 2024-71 and 2024-75 (the “Notices”) to expand the definition of “preventive care” for high deductible health plans (“HDHPs”). Law. In general, individuals are eligible to contribute (or have their employer contribute) to a Health Savings...
The Wagner Law Group’s Washington, D.C. Office has continued to grow, adding Michael Schloss, EBSA’s former Director of Enforcement and before that a career ERISA litigator with the Office of the Solicitor of Labor. The Washington Office now includes three former DOL...
The Case for Professional Retirement Plan Fiduciary Services - Marcia Wagner, 401kTV, October 31, 2024 (PDF)
Employers are Lagging to Implement IRS’ 401(K) Student Loan Matching Guidelines - Barry Salkin, Black Enterprise Magazine, October 30, 2024 (PDF)
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)