Browse By

Ideas & Insights

 





Insight Article

Do I owe US tax on my foreign pension plan?

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

  • Kowalska, Patrycja
  • |


Insight Article

Retirement Report: First Quarter 2021

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





Insight Article

Plan documents: Save or purge?

What many ERISA plan sponsors consider “reasonable” fiduciary responsibility for plan document retention may not comply with IRS rules.







Insight Article

Cybersecurity issues for plan sponsors

The Department of Labor is working on guidance addressing cybersecurity issues as they relate to plan sponsors and third-party providers.



Insight Article

Retirement Report: First Quarter 2020

In this issue, we discuss the Setting Every Community Up for Retirement Enhancement Act (SECURE Act) potential effect on plan sponsors.