E-Alerts
Recent Retirement Plan/Employee Benefits Developments and Needed Amendments
August 21st, 2020
Another Round of Fiduciary Lawsuits The last few months have brought another round of lawsuits against plan sponsors, plan decision makers, and other fiduciaries (e.g., Boards…
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Categories: Legal Update
Supreme Court Title VII Ruling
June 17th, 2020
On June 15, 2020, the Supreme Court ruled 6-3 that employers may not discriminate against employees on the basis of sexual orientation or transgender status. Specifically, the…
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Categories: Legal Update
The CARES Act – Plan Loans, Plan Distributions, PPP Loans, and Other Relief Should We Pause Before Acting? – Things to Consider Before Implementation
April 30th, 2020
Pause and Review As we continue to advise clients regarding the employee benefit, executive compensation, and labor and employment aspects of the recent COVID-19 related feder…
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Categories: Legal Update
Families First Coronavirus Response Act Key Provisions
April 8th, 2020
As anticipated, President Trump has signed into law the Families First Coronavirus Response Act. This important new law will be effective April 2, 2020. As reported previously…
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Categories: Legal Update
SECURE Act and Other Legislation Highlights; 403(B) PLAN AMENDMENT DEADLINE
February 6th, 2020
As we have been saying for several years, a sponsor of a 403(b) Plan that has not been amended to incorporate changes in the 403(b) rules that were effective after 2009 and be…
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Categories: Legal Update
Immediate Improvements and 2020 Changes
July 26th, 2019
Effective Immediately, “preventive care” for HDHPs and HSAs includes expanded care for “chronic conditions” Since 2003, individuals covered solely by a high deductible…
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Categories: Legal Update
DOL Proposed Increase to Overtime Exemption Minimum Salary Requirement
April 5th, 2019
White Collar Exemption The Fair Labor Standards Act (FLSA) exempts from overtime and minimum wage requirements certain employees who meet both a minimum salary requirement and…
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Clients & Friends Seminar(s) 2019
January 17th, 2019
As many of our seminar attendees have noticed, and thanks to the support of those attendees, we have outgrown the BWI Marriott for our annual Clients & Friends Seminar. Th…
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New Hardship Rules, New DOL Disability Claims Procedures, and ACA Developments
January 17th, 2019
New Hardship Withdrawal Rules. We have been fielding a lot of calls from clients and friends who are receiving requests from their TPAs and other vendors to update their quali…
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October 6 Clients and Friends Celebration; May 10 Clients and Friends Seminar
April 18th, 2018
I. October 6, 2018 Clients and Friends Celebration. As previously announced, to celebrate the wonderful support we’ve received from our clients and friends during our first…
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