DOL vs. IRS Rules: Courts Asked to Decide How 401(k) Plans Can Use Forfeiture Assets
DOL vs. IRS Rules: Courts Asked to Decide How 401(k) Plans Can Use Forfeiture Assets - Michael Schloss, Pensions & Investments, September 23, 2024 (PDF)
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Directed Trustees
Directed Trustees - Barry Salkin, Wolters Kluwer Benefits Law Journal, Vol. 37, No. 3, Autumn 2024
The Importance of Promptly Paying All Final Wages in Massachusetts
The Massachusetts Wage and Hour statute mandates that employers pay departing employees their final wages, inclusive of accrued but unused vacation time, in their final paycheck on the day of termination. M.G.L. c. 149 §§148, 150 {the “Wage Act”). The timing is...
Marcia Wagner Joins Americans Benefits Council and the ACEBC
Marcia Wagner Joins Americans Benefits Council and the ACEBC - 401(k) Specialist, September 20, 2024 (PDF)
Retirement Industry People Moves
Retirement Industry People Moves - Marcia Wagner, PLANSPONSOR, September 20, 2024 (PDF)
Weighing the Pros and Cons of HSAs
Weighing the Pros and Cons of HSAs - Marcia Wagner, SHRM, September 19, 2024 (PDF)
IRS Releases ACA Affordability Rates for 2025
The Internal Revenue Service has issued Revenue Procedure 2024-35 to implement the 2025 index adjustments for certain Affordable Care Act (“ACA”) applicable contribution percentages used to determine affordability under the law’s employer shared responsibility...
Secure 2.0 ‘Saver’s Match’ May Boost Retirement Readiness
Secure 2.0 ‘Saver’s Match’ May Boost Retirement Readiness - Ari Sonneberg, Rethinking65, September 18, 2024 (PDF)
New England Update
New England Update - Chistopher Suh, Panelist, The American College of Trusts & Estates 2024 New England Regional Meeting, The Hilton Mystic CT,October 18 - 20, 2024
Guidance on the New Massachusetts Estate Tax Law & Forms
Guidance on the New Massachusetts Estate Tax Law & Forms - Christopher Suh, panelist, MCLE New England live webcast, Wednesday, October 30, 2024, 9:30 to 10:30 AM (EDT) - Click here for registration and details