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IRS Guidance on New Exceptions to the Penalty Tax for Early Qualified Plan or IRA Withdrawals

The IRS recently issued guidance in Notice 2024-55 on the application of two new exceptions to the 10% additional tax under Code section 72(t) for early withdrawals from a qualified plan or IRA, which were added by Sections...more

QPAM Notification Deadline Draws Near

On April 2, 2024, the Department of Labor (“DOL”) released an amendment to Prohibited Transaction Exemption 84-14 (the “QPAM Exemption”). One requirement of the new rule is that managers must notify DOL via email...more

EEOC Issues Final Rule Regarding Pregnancy Discrimination

On April 19, 2024, the Equal Employment Opportunity Commission (the “EEOC”) published a final rule and interpretive guidance (“Final Rule”) to implement the Pregnant Workers Fairness Act (“PWFA”), effective June 18, 2024. ...more

Amendment to QPAM Exemption

On April 2, 2024, the Department of Labor (“DOL” or “Department”) released an amendment (the “Amendment”) to Prohibited Transaction Exemption 84-14 (the “QPAM Exemption” or “Exemption”). The changes were proposed by DOL in...more

New Guidance on Pension-Linked Emergency Savings Accounts

Over the past several years, there has been a growing interest in enhancing employee benefit programs to help employees save for emergencies. Employers and service providers have developed a number of different types of...more

2024 Adjusted Penalties for ERISA Violations

On January 11, 2024, the Department of Labor (“DOL”) released a final rule that provides new figures reflecting the adjusted civil penalty amounts for 2024, pursuant to the Federal Civil Penalties Inflation Adjustment Act...more

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