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Retirement Plan › Individual Retirement Account (IRA) › State and Local Government

Jackson Lewis P.C.

Countdown to Compliance: What Employers Need to Know About New York’s Secure Choice Savings Program

Jackson Lewis P.C. on

New York has officially joined the growing list of states requiring certain private employers to offer retirement savings options. The New York Secure Choice Savings Program (Secure Choice or the Program) is moving closer to...more

Faegre Drinker Biddle & Reath LLP

The DOL’s Fiduciary Interpretation and the Florida Court Decision

Faegre Drinker Biddle & Reath LLP on

In 2020, the Department of Labor (DOL) issued its Prohibited Transaction Exemption (PTE) 2020-02 to provide an exemption to most prohibited transactions resulting from nondiscretionary fiduciary advice to retirement plans...more

Verrill

2023 Estate Planning Update

Verrill on

This alert from Verrill’s Private Clients & Fiduciary Services Group highlights the latest changes to the income tax and transfer tax landscape. The alert addresses the SECURE ACT 2.0, federal and state transfer tax updates...more

Greenberg Glusker LLP

Coming Up—CalSavers Compliance Deadlines: What California Employers Should Know

Greenberg Glusker LLP on

The deadline for California’s largest private-sector employers to either register for, or opt out of, the CalSavers Retirement Savings Program is quickly approaching....more

Sheppard Mullin Richter & Hampton LLP

Important CalSavers Registration Deadlines for California Employers

Sheppard Mullin Richter & Hampton LLP on

Important Upcoming Registration Deadline: California employers with more than 100 employees are required to register (or certify as exempt) with the CalSavers Retirement Savings Program (CalSavers) by September 30, 2020 (the...more

Littler

Connecticut to Implement Mandatory IRA Program for Private-Sector Employees in 2019

Littler on

The State of Connecticut has announced that in January 2019 it will begin requiring private-sector employers without their own workplace-based retirement plans to enroll employees in Individual Retirement Arrangements (IRAs)...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

State Run IRA Programs Can Actually Be An Opportunity for Plan Providers

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

A few states including California are going into the retirement business. While ordinarily competition in the shape of a state government is cause for concern, I believe that it’s an actual opportunity for both third party...more

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