ERISA & Employee Benefits

DOL Lifetime Income Disclosure Regulation

By Barry Salkin and Roberta Casper Watson

IRS Issues Guidance on Qualified Birth or Adoption Distributions

By Barry Salkin and Livia Quan Aber

DOL Issues Proposed Regulations Establishing Registration Requirement for Pooled Plan Providers

By Barry Salkin and Susan Rees

IRS and PBGC Provide Guidance on CARES Act Relief for Funding of Single Employer Defined Benefit Plans

By Barry Salkin and Livia Quan Aber

August 31, 2020 IRS Deadlines Approaching

By Jon C. Schultze and Kimberly Shaw Elliott

Proposed Changes to DOL Fiduciary Investment Regulation: What You Should Know and How The Wagner Law Group Responded

By Ivelisse Berio LeBeau, Barry Salkin and Stephen Wilkes

The Wagner Law Group Receives IRS Approval of its Defined Contribution Plan

The Wagner Law Group is pleased to announce that we have received IRS approval of our non-standardized defined contribution plan document, further bolstering our firm’s position at the forefront of the qualified retirement plan document and compliance realm. 

The DOL’s Final Regulations on E-Disclosure of Retirement Plan Documents Become Effective Soon – Are You Ready?

By Livia Q. Aber and Barry Salkin In August 2018, President Trump issued Executive Order 13847, Strengthening Retirement Security in America, one portion of which asked government agencies to explore the potential for broader use of electronic disclosure, as a way of improving the effectiveness of disclosures and reducing the costs and burdens of paper disclosure.

Multiemployer Plan Withdrawal Liability Assumptions Under Attack

Three recent decisions illustrate the threats facing multiemployer plans as they struggle to collect withdrawal liability while trying to forestall insolvency. We covered those issues here.

Plan Sponsor and Service Provider Submit Dueling Motions to Dismiss in Response to Data Breach Suit

Further demonstrating the lack of clarity on who is liable when a plan suffers a data breach, on June 30th, Abbott Laboratories and Alight Solutions, pointed fingers at each other in dueling motions to dismiss a complaint that alleged both were fiduciaries in connection with a plan data breach that stole $245,000 from a participant’s plan account. The Northern District of Illinois will now have ...