Recorded Webcasts

IRS issues guidance on voluntary employees’ beneficiary associations (VEBAs) and supplemental unemployment benefit trusts (SUBs).

Small business owners may be able to increase tax-beneficial retirement contributions with the use of a cash balance plan.

IRS guidance establishes amendment deadline for 401(k) and other retirement plans to comply with new hardship distribution rules.

Internal Revenue Service expands determination letter process to statutory hybrids and merged plans, effective Sept. 1, 2019.

The IRS issues proposed regulations to update the life expectancy tables to reflect current, longer life expectancy rates.

Plan sponsor actions to incorporate the provisions of the SECURE and CARES Acts into their plan documents and plan administration.

Most retirement plan limitations see small increases from 2018 to 2019, including IRAs for the first time since 2013.

The IRS publishes applicable annual limitations and maximums for retirement plans, resulting in small increases for 2020.

The IRS released its annual retirement plan limitations for 2018 with few increases, while others remain the same.

Firms and individuals providing investment advice to an employee plan or an IRA may be investment fiduciaries.

The SECURE Act makes changes affecting retirement benefits in qualified plans and in IRAs for both the employers and individuals.

The IRS issued final regulations on the 401(k) plan hardship distribution requirements as amended by tax reform (T.D. 9875).

How can you design a plan that attracts and retains highly compensated employees? There are several opportunities in nonqualified plans.

In this issue, we discuss how to best handle 2021 after a tumultuous 2020. Other topics include labor and workforce, human capital and more.

Fiduciaries of employee retirement plans are liable for losses due to any breach of duty, making it critical to have controls in place.

The federal government will expand health reimbursement arrangement (HRA) with two new options starting in 2020.

Understanding the Department of Labor's regulations and how they pertain to your company's employee retirement plan.

Secretary of Labor to analyze the impact of implementation of the conflict of interest rule and related exemptions.

The DOL’s new fiduciary rules significantly expand the activities and roles that make someone an employee retirement plan fiduciary.

Insights on the latest plan options and how to evaluate and ensure you are getting the most out of your retirement plan.