Qualified Retirement Plans

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May 23, 2017
April 10, 2017
March 17, 2017

Michelle Ueding published the article "Understanding the Lawsuits Targeting University Retirement Plans" in the Winter 2017 edition of Journal of Pension Benefits: Issues in Administration.

Article
March, 2, 2017
This morning, the Department of Labor (DOL) officially published a proposed rule which would, if finalized, extend the applicability date of the Fiduciary Rule (and associated prohibited transaction exemptions) by 60 days. For more information, read our client alert.
Client Alert
February 3, 2017

Today, President Trump issued a memorandum directing the Department of Labor (DOL) to determine whether the Fiduciary Rule should be revised or completely rescinded. The memorandum generally directs the DOL to review the rule based on specific criteria and modify or rescind the rule based on that review. Read our client alert for more information.

Client Alert
December 20, 2016
November 8, 2016
July 8, 2016
Last year, the Internal Revenue Service (IRS) announced the elimination of the determination letter program for individually designed qualified plans (subject to certain limited exceptions) effective January 1, 2017. The announcement created significant uncertainty for plan sponsors regarding how to keep their plans qualified in light of law changes after 2017. On June 29, the IRS released guidance that attempts to clarify a number of issues surrounding the elimination of the determination letter program. Please read our client alert for information about the impact of the new guidance and your suggested next steps.
Client Alert
April 18, 2016

On March 14, 2016 the United States Court of Appeals for the First Circuit declined to enforce an ERISA plan’s statute of limitations because the plan administrator failed to disclose in its denial letter how much time the participant had to file suit. Please read our client alert for additional information.

Client Alert
April 7, 2016
Yesterday, after months of intensive review and feedback from industry experts and other stakeholders, the Department of Labor finalized the controversial regulations defining the term “fiduciary” under ERISA and providing new rules regarding investment advice. Please read our client alert for more information.
Client Alert
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