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Searching Content indexed under Retirement, Superannuation & Pensions by Rick Stepanovic ordered by Published Date Descending.
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IRS Opens The Door To Lump Sum Payment Windows For Retirees In Pay Status
Due to an Internal Revenue Service (IRS) change in course published in Notice 2019-18, plan sponsors may now offer retirees lump-sum windows as another pension "de-risking" option.
United States
16 May 2019
2
Paving The Way For More HRAs
President Trump signed an executive order last year directing the Secretaries of Labor, Treasury and Health and Human Services to consider proposing regulations to "increase the usability of HRAs."
United States
7 Nov 2018
3
ESOP Litigation Trends: Department Of Labor Voids Fiduciary Indemnification Agreements To Reach Settlements
The US Department of Labor has taken the position that certain indemnification clauses are void against public policy under Section 410 of ERISA.
United States
16 Apr 2018
4
Settling The Standard For Prudence? Fall Brings New Guidance For ESOP Trustees
Through a series of recent settlements, the US Department of Labor has outlined the process steps fiduciaries should follow in connection with a transaction involving a purchase from...
United States
6 Dec 2017
5
New Hurricane Legislation Grants Additional Distribution, Withdrawal And Loan Relief For Certain Retirement Plan Participants
The Internal Revenue Service (IRS) has not yet provided needed guidance on the new law.
United States
10 Nov 2017
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