Insights


Showing entries with the topic “Legislative/Regulatory”.

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26

Feb 2018

Tax Reform, Pass-Throughs and Retirement: What Does It All Mean?

The recently enacted tax reform legislation has prompted a great deal of focus on pass-through entities. And for good reason: the pass-through provision affects many types of entities from a tax perspective, and may also have an impact on retirement plans.

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09

Feb 2018

Compliance Alert: Retirement Plan Surprises in the Budget Bill

In order to provide spending to keep the government operating and avoid another government shutdown, President Trump signed the Bipartisan Budget Act of 2018 on February 9, 2018 (the government was technically shut down for several hours).  While this piece of legislation was not remotely relat…

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19

Jan 2018

2018 401(k) ERISA Retirement Plan Calendar

The 2018 401(k) ERISA Retirement Plan Compliance Calendar highlights the critical compliance deadlines for ERISA 401k(k) defined contribution retirement plans. While we have covered all of the major dates, some may only apply to particular plan types (and are noted accordingly) and th…

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19

Jan 2018

2018 403(b) Compliance Calendar

The 2018 Retirement Plan Compliance Calendar highlights critical compliance deadlines for defined contribution retirement plans. While we have covered all of the major dates, some may only apply to particular plan types (and are noted accordingly) and there may be additional deadlines for speci…

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22

Dec 2017

Compliance Alert: Tax Bill Signed into Law

Today, the American Tax Cuts and Jobs Act was signed into law by President Trump. While there is little effect on retirement plans, most provisions will be effective in less than 10 days.

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27

Nov 2017

Tax Reform and Retirement: What Plan Sponsors Need to Know

Tax reform, and its impact on retirement plans, has weighed heavily on the minds of many plan sponsors since the new administration took office. We explore what plan sponsors need to know about tax reform and how the proposed changes could affect retirement plans.

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