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The IRS has created a self-correction procedure designed to help recipients of missed retirement plan rollovers retirement plan distributions who inadvertently miss the 60-day time limit...

In Rev. Proc. 2015-27, the IRS modified portions of the Employee Plans Compliance Resolution System (EPCRS).

The IRS has issued Notice 2014-74, updating its safe harbor model notices for use by qualified retirement plans to satisfy the special tax notice requirement under Section 402(f).

At the end of 2021, the IRS released new federal tax withholding election Form W-4P (for periodic payments) and Form W-4R (for nonperiodic payments and eligible rollover...

Florida voters will consider Amendment #3 on the ballot for November 3, 2026. The proposed Florida Constitutional amendment would substantially expand homestead tax relief, reduce the permissible annual growth of non-homestead assessments, establish constitutional parameters governing local-government use of ad valorem revenues, and authorize future mechanisms for additional local homestead tax relief.

The SECURE Act and the 2.0 version substantially changed the way inherited retirement accounts must distribute.

President Obama's proposed budget for 2016 shows that some retirement planning strategies have drawn the attention of the Federal government and may be subject to future legislative limitations.

Senate Finance Committee ranking minority member Ron Wyden, D-Ore., has released a discussion draft of legislation that would overhaul the tax rules on retirement accounts.

The Department of Labor recently issued cybersecurity guidance to retirement plans. The department's Employee Benefits Security Administration (EBSA) issued guidance in three areas...

The U.S. Department of Labor ("DOL") last month issued Compliance Assistance Release No. 2022-1 - 401(k) Plan Investments in "Cryptocurrencies" (the "Release") in which it strongly cautions ...

COVID-19 vaccines are finally here! Employers have a lot to think about in how this new tool in the fight against COVID-19 applies in the workplace, and whether it should be a mandatory aspect of employment.

The Internal Revenue Service recently announced its annual cost of living adjustments for calendar year 2021.

A split three-judge panel of the U.S. Court of Appeals for the Fifth Circuit ruled that a federal district court should decide whether Aramark can proceed with its lawsuit against Aetna...

In their article, the authors argue that the DOL's existing plan asset rules fail to provide clear guidance to fund managers or meaningful protection to plan investors.

On Friday, May 28, 2021, the Congressional Research Service ("CRS") released its analysis of Multiemployer Defined Benefit Pension Plans ("MEPPs") that are potentially eligible for special...

On May 7, 2018, the Department of Labor (the "DOL") issued a temporary non-enforcement policy regarding its investment advice fiduciary regulation (the "Fiduciary Rule") in Field Assistance Bulletin 2018-02.

According to a recent announcement by the U.S. Department of Labor (DOL), its Wage and Hour Division recently recovered $119,000 in unpaid wages, damages, and penalties for 43 workers at a Hawaii construction company.