qualified plans
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
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
Qualified Retirement Plan Amendments: Year-End Update
Our Employee Benefits & Executive Compensation Group reminds plan sponsors to get ready for 2017 IRS year-end amendments.
- Discretionary amendments
- Storm and disaster relief
- Required amendments
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.
- 2018 retirement plan limits
- Special consideration for safe harbor plans
- Practice pointers
Read the full advisory here.