Check out our review of the multiple year-end notices that defined contribution plans must issue to participants.
- 2020 retirement plan limits
- Notice content and deadlines
- Practice pointers
Read the full advisory here.
Employee Benefits
Qualified Retirement Plan Considerations and 2019 Year-End Action Items
Our Employee Benefits & Executive Compensation Group reminds plan sponsors to get ready for 2019 IRS year-end amendments and offers year-end action items.
Discretionary amendments
Changes to hardship withdrawals
Adjustment to the determination letter program
Read the full advisory here. [...]Read more
Final Hardship Distribution Rules Are Here: Does Your 401(k) or 403(b) Plan Comply?
Our Employee Benefits & Executive Compensation Group examines the numerous changes – mandatory and permissible – plan sponsors can make to their 401(k) or 403(b) plans in light of new regulations for hardship distributions.
When do you need to amend your plan?
What are the mandatory and permissible changes?
What next steps should you take?
Read the full advisory here. [...]Read more
Qualified Retirement Plan Considerations and 2018 Year-End Action Items
Our Employee Benefits & Executive Compensation Group reminds plan sponsors to get ready for 2018 IRS year-end amendments and offers year-end action items.
- Discretionary amendments
- Storm and disaster relief
- Tax reform changes
Read the full advisory here.
Do You Need to Send an Annual Notice to Plan Participants?
Our Employee Benefits & Executive Compensation Group reviews the multiple year-end notices that defined contribution plans must issue to participants.
- 2019 retirement plan limits
- Notice content and deadlines
- Practice pointers