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Retirement Plan › Proposed Rules › Regulatory Requirements

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

I Love PEPs, But Some Guidance Would Be Great

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

While all the attention in the retirement plan world last week was on the One Big Beautiful Bill, cue the overly dramatic headlines and LinkedIn humblebrags—there was another important development flying under the radar. On...more

BCLP

SEC Staff Updates Rule 10b5-1 Interpretations

BCLP on

The SEC staff recently published updates to its interpretations (CDIs) for Rule 10b5-1 – the insider trading exemption for pre-established trading plans....more

Alston & Bird

IRS Proposes Changes to 401(k) Catch-Up Contributions

Alston & Bird on

Our Employee Benefits & Executive Compensation Group discusses what plan sponsors and fiduciaries need to know about the Internal Revenue Service’s proposed changes for employees 50 or older who make additional elective...more

Keating Muething & Klekamp PLL

Benefits Monthly Minute - November 2023

Keating Muething & Klekamp PLL on

The November Monthly Minute digs into the new proposed LTPT regulations, 2024 benefit limits, and the NBA health plan fraud verdict. Indigestion from Turkey and Stuffing or the IRS’ Proposed LTPT Regulations? ...more

Verrill

The Department of Labor Proposes Its New Fiduciary Rule

Verrill on

On October 31, 2023, the Department of Labor published a new proposed regulation (the “Proposed Rule”) defining “investment advice” for purposes of determining when someone advising an ERISA plan or participant or an IRA...more

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