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In March 2013, the IRS issued the final version of Form W-8BEN-E Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding and Reporting.

In 2012, the California legislature enacted SB 1234 that set the stage for the creation of Secure Choice Savings Plans, a state-sponsored retirement program for private employers.

The article notes that while many lawyers volunteer their time to sit on the boards of charitable organizations with the best of intentions, most do not focus on the legal responsibilities and potential liabilities that come with such appointments.

As David and Will explain, "typical 401(k) plans fall under the regulatory authority of both the IRS and the DOL.

The ERISA Working Group, a division of the National Association of Insurance Commissioners (NAIC), is considering establishing a drafting group to address...

The Ohio Court of Appeals imposed a constructive trust over the proceeds of an ERISA governed life insurance policy for the benefit of the decedent’s children.

The battle is underway in Pennsylvania regarding mandatory retirement for Judges.

President Biden recently used his first veto to preserve the Department of Labor rule permitting ERISA retirement plan

On December 29, 2022, President Biden signed into law SECURE 2.0, an Act which implicates a variety of different legal fields, none more significantly than ERISA law.

Over the past decade, the Belgian Government has encouraged employers to introduce occupational pension plans for their workers.

The Employee Retirement Income Security Act of 1974 (ERISA) has long been a source of complex and often-expensive litigation for employers.

Recently, the U.S. Supreme Court issued a number of significant ERISA cases.

Federal legislation known as the "SECURE Act" (the "Act") was signed into law on December 20, 2019. The Act makes substantial changes to the rules governing IRAs and other qualified plans.

Last May, Susan Foreman Jordan in our Pittsburgh office issued a very informative alert on the impact of the Supreme Court’s decision in United States v. Windsor.

The CFPB is exploring whether or not it can or should regulate retirement savings accounts.

The Department of Labor will engage in new rulemaking to replace Biden era regulations labeled "Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights"...

The Department of Labor issued Advisory Opinion 2013-03A under the Employee Retirement Income Security Act of 1974.