Is Your Plan Cybersecure Right Now?
Is Your Plan Cybersecure Right Now? Not a day goes by without another news story about a cybersecurity incident compromising the data of...
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01. Criminal Law
Property Disputes and Personal Injury
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Apr 20, 20217 min read
COBRA Subsidies (Your Questions Answered)
We have been getting many questions regarding COBRA subsidies under the American Rescue Plan Act of 2021 (“ARPA”), which we answer later...
36 views
Apr 19, 20216 min read
Educational Assistance Programs Allow Employers to Pay Their Employees’ Student Loans...
Alison Smith Fay A special provision in the Coronavirus Aid, Relief, and Economic Security Act (the CARES Act) signed by the President on...
3,307 views
Mar 11, 20216 min read
CAA Brings Temporary Additional Flexibility for Flexible Spending Accounts
At the end of 2020 Congress enacted the Taxpayer Certainty and Disaster Tax Relief Act of 2020, which was part of the...
65 views
Jan 7, 20215 min read
We're Off To The Races: Restatement Period Opens for Pre-Approved Defined Contribution Plans
In June, the IRS announced that they were issuing opinion letters for pre-approved defined contribution plan documents. Now that it is...
122 views
Dec 31, 20205 min read
Plop, Plop, Fizz, Fizz, Oh, What A Relief It Is!
The Consolidated Appropriations Act 2021 (the “CAA”) was signed into law on December 27, 2020 and provides, among many other things, a...
138 views
Sep 30, 20204 min read
Look Before You Leap: Multiple Employer Plans Now A Target Of Fee Litigation
Defined contribution plans continue to be the targets of litigation alleging that the plans have been mismanaged and that their ...
381 views
Aug 31, 20204 min read
California Fully-Insured Health Plans Affected by New Criteria for Registered Domestic Partnerships
On July 30, 2019, Governor Newsom of California signed into law SB30, which amends California Family Code criteria to register a ...
1,969 views
Aug 19, 20205 min read
When Does a COVID-19 Furlough or Layoff Trigger a Partial Termination for Your Qualified Plan? (P2)
We posed this question in our May Newsletter. Since then the IRS has issued coronavirus-related guidance on partial ...
69 views
Jun 30, 20205 min read
Plan Fiduciaries What About All That COVID-19 Regulatory Relief
Plan sponsors and other fiduciaries breathed a collective sigh of relief at the end of April when the Department of Labor extended,...
24 views
Jun 19, 20204 min read
COVID-19 Safe Harbor and Other Relief but Action May Be Needed
Just as we went to press, the IRS issued a cornucopia of helpful COVID-19 guidance, including relief specifically allowing...
168 views
Jun 19, 20208 min read
New Electronic Disclosure Regulations Provide Additional Safe Harbor for ERISA Disclosures 2020-06
Temporary unavailability due to website maintenance or unforeseeable events or circumstances beyond the control of the administrator will...
31 views
May 19, 20205 min read
When Does a COVID-19 Furlough or Layoff Trigger a Partial Termination for Your Qualified Plan? (P1)
The short answer is –it depends. And at this point in the pandemic, it is probably too early to conclude one way or the other. Relevant...
22 views
Apr 19, 20207 min read
Educational Assistance Programs Allow Employers to Pay Their Employees’ Student Loans with Pre-Tax D
A special provision in the Coronavirus Aid, Relief, and Economic Security Act (the CARES Act)¹ signed by the President on March 27, 2020...
432 views
Feb 29, 202012 min read
COVID-19 and Employee Benefit Plans–A Current Action List for Employers
As businesses and governments scramble to keep up with the Coronavirus (also called “COVID-19”) and its effect on all aspects of life,...
41 views
Feb 28, 20205 min read
The Definition of Compensation: When Operation Does Not Match The Plan
In every qualified plan, such as a Code Section 401(k) plan, there is a specific definition of compensation. It could be...
723 views
Jan 31, 20204 min read
Securing 401(k) Benefits For Part-Time Employees
Many employers wish to exclude part-time employees from participation in their 401(k) plans. This is generally due to the fluid nature of...
20 views
Dec 31, 20195 min read
A New Year’s “To Do” List for 403(b) Plan Sponsors
As we settle into the third decade of the 21stcentury, there is no shortage of concerns to occupy 403(b) plan sponsors and...
27 views
Nov 30, 20194 min read
Keeping Up with The Californians
California continues to be a national leader, both in terms of the number of selfies posted to social media, the number of reality...
64 views
Oct 31, 20193 min read
IRS Finalizes Regs to Changes to Hardship Distribution Rules
In the Bipartisan Budget Act passed in February 2018 (“Act”), Congress loosened certain restrictions on hardship distributions from...
270 views
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