Searching Content by Lisa Loesel from McDermott Will & Emery ordered by Published Date Descending.
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Bipartisan Bill Paves The Way For Significant Retirement Plan Reforms
The House recently passed the most significant piece of proposed retirement plan legislation in more than a decade: the SECURE Act. Although the Senate must also approve the bill before it becomes law
United States
19 Jun 2019
IRS Corrections Go Digital In 2019
Late last month, the IRS released the latest version of its Employee Plans Compliance Resolution System, the IRS's program for correcting retirement plan errors.
United States
25 Oct 2018
Socially Responsible Investing – No Good Deed Goes Unpunished
Socially responsible investing often sounds like an intriguing idea, but investing plan assets in a socially responsible manner is a notoriously tricky proposition.
United States
4 Oct 2018
Extension Of Nondiscrimination Relief To Certain Closed Defined Benefit Plans - September 6, 2018
The Internal Revenue Service (IRS) has again extended the temporary nondiscrimination relief for closed defined benefit plans
United States
13 Sep 2018
New IRS Guidance Allows Plan Sponsors to Use Forfeitures for Safe Harbor Contributions, QNECs and QMACs
Earlier this year, the IRS released proposed regulations which permit employers to use forfeitures to fund safe harbor contributions, QNECs and QMACs.
United States
20 May 2017
Employee Benefits Programs In May
Join members of the McDermott Employee Benefits team in May at one of these programs covering a variety of employee benefits topics.
United States
4 May 2017
DOL Releases Advance Copies Of The 2016 Form 5500
On November 1, 2016, the US Department of Labor (DOL) released advance copies of the 2016 Form 5500 and Form 5500-SF annual return/report and their related schedules and instructions.
United States
30 Dec 2016
View From McDermott: Is Tibble the End of Revenue Sharing?
Ten short years ago, revenue sharing seemingly presented a "win win" opportunity for third-party administrators (TPAs) and defined contribution plan sponsors.
United States
31 Mar 2016
United States
22 May 2014
Employers Should Review How Plan Documents Define Spouse In Light Of Recent Benefits Litigation
Two recent cases challenging benefit eligibility for same-sex spouses highlight the need for employer-sponsored retirement and welfare plans to clearly define "spouse" for eligibility purposes.
United States
3 May 2013
IRS Updates Employee Plans Compliance Resolution System
The Internal Revenue Service (IRS) recently updated the Employee Plans Compliance Resolution System (EPCRS), the comprehensive system of correction programs for sponsors of qualified retirement plans.
United States
16 Jan 2013
New DOL Guidance Amplifies Participant Fee Disclosure Rules
For most defined contribution plans, initial annual fee disclosures are due to participants by August 30, 2012.
United States
18 Jun 2012
DOL Issues Electronic Guidelines For New 2012 Participant Investment And Fee Disclosures
The U.S. Department of Labor recently issued guidelines for the electronic distribution of mandatory investment and fee disclosures for participants in self-directed account plans subject to ERISA.
United States
21 Feb 2012
Department Of Labor Proposes Additional Disclosure Rules For QDIAs And TDFs
The U.S. Department of Labor recently issued proposed regulations requiring additional disclosures to participants who direct investment in qualified default investment alternatives (QDIAs) and target date funds (TDFs).
United States
9 May 2011
Department of Labor Issues New Rules on 401(k) Fee Disclosure to Participants
The U.S. Department of Labor recently issued final regulations requiring enhanced fee disclosure to participants in 401(k) plans and other defined contribution plans subject to the Employee Retirement Income Security Act (ERISA) that have participant-directed investments.
United States
11 Nov 2010
HEART Act Provides Benefits For Employees On Active Military Duty
The Heroes Earnings Assistance and Relief Tax Act of 2008 primarily amends the Internal Revenue Code of 1986 to provide certain benefits for military personnel and their beneficiaries, including enhanced retirement and welfare benefits.
United States
7 Jul 2008
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