PODCAST: Williams Mullen's Benefits Companion - Trends in Recordkeeper Consolidation and Due Diligence
Long-Term Part-Time Employee Eligibility Rules Now in Effect — Troutman Pepper Podcast
PODCAST: Williams Mullen's Benefits Companion - Auto-Portability: A New Way to Keep Retirement Savings Growing
PODCAST: Williams Mullen's Benefits Companion - Helping Employers Address the Gender Gap in Retirement Savings
PODCAST: Williams Mullen's Benefits Companion - Millennials, Boomers and Retirement Planning
KNOCK YOURSELF OUT - RESUSCITATING TAXPAYERS WITH BUYER'S REMORSE!
PODCAST: Williams Mullen's Benefits Companion - Cybersecurity Considerations for Retirement Plan Sponsors
COVID-19 Estate News: Five Important Takeaways from the CARES Act that Affect Your Estate
IRA News: Beware, the IRS May be Your New Biggest Beneficiary
Lathrop GPM attorneys Allie Itami and Sara Hire will walk through key legal and tax considerations that arise when retirement accounts grow beyond personal retirement needs. From alternative investments to estate tax...more
The 7th edition of our SECURE 2.0 webinar series will focus on the bill’s provisions that cover investments, PEPs, pension risk transfers, disclosures, and a number of other topics that are relevant to fiduciaries....more
SECURE 2.0 brought with it a number of changes to retirement savings plan rules. In the fourth segment of our SECURE 2.0 webinar series, we will be tackling changes, including impending deadlines, to 401(k) plans....more
Join partners from McDermott’s Employee Benefits team as they discuss the impact of the recently passed SECURE 2.0 Act of 2022. With over 90 changes to retirement plans and individual retirement accounts (IRAs), this webinar...more
Join Robert F. Morris, Esq. for a discussion on recent changes affecting retirement assets (IRAs, 401ks, etc.) and updates to the federal gift and estate taxes. The seminar will include how these changes can affect you and...more
The landmark legislation aimed at modernizing the retirement system, SECURE 2.0, has finally arrived, and with its 90 provisions, there is a lot to unpack. On Wednesday, January 4, 2023 at 2:00 – 3:00 p.m. ET, Groom...more
The House Ways and Means Committee has just approved the bipartisan Securing a Strong Retirement Act, often referred to as SECURE 2.0. Groom’s policy team will be hosting a brief discussion of the bill as well as the...more
On Tuesday, August 18, 2020, the DOL published an interim final regulation... detailing how plan fiduciaries can satisfy the SECURE Act’s requirement that individual account plans add a “lifetime income disclosure” to at...more
Join Ulmer on February 13 for a Live Webinar on What’s New in the World of ERISA - Journey to the world of ERISA with Cleveland Partner-in-Charge Patricia Shlonsky on February 13 at 2 p.m. (ET). During this one-hour...more