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.

Guidance relating to the application of the Cares Act to coronavirus-related distributions and loans from retirement plans.

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

DOL proposes prohibited transaction exemption for Financial Institutions and Investment Professionals providing advice to participants.

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

Because of COVID-19 concerns, the IRS is extending pending deadlines for employers to adopt updated 403(b) retirement plan documents.

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

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 new Qualified Opportunity Zone regulations answer many questions that favor taxpayers, though some questions remain.

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

Determining U.S. reporting and tax obligations resulting from an individual’s foreign pension plans differs by plan and may be challenging.

Learn the key ownership and business readiness steps taken to successfully transition this family business from generation to generation.

The ins and outs of estate planning strategies and key provisions of the proposed regulations to section 2704 and how to prepare.

Webcast series addresses key challenges and opportunities found in designing, implementing and maintaining company retirement plans.

Employers should review retirement plan provisions for employee assistance and cash saving opportunities in response to economic conditions.

Due to the COVID-19 pandemic and economic crisis, the IRS will permit employers to adopt midyear amendments to plan contribution formulas.

These proposed regulations apply to the extension of time to rollover participant loans provided by the Tax Cuts and Jobs Act (TCJA).

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