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Retirement Plan › Roth IRA › Employer Liability Issues

Holland & Hart - The Benefits Dial

Every Little Thing … Employer Considerations as New 401(k) Lawsuit Includes Extensive Claims

Holland & Hart - The Benefits Dial on

by Alex Smith A recently filed lawsuit related to Swiss Re’s 401(k) plan stands out because of the extensive assortment of allegations...more

Dickinson Wright

Both Employers and Participants Benefit from New IRS Guidance on Correcting Inadvertent Benefit Overpayments

Dickinson Wright on

Retirement plan administration mistakes require difficult conversations with participants, especially when the mistake involves an overpayment.  Changes in the law, specifically, SECURE 2.0 and IRS Notice 2024-77, give plan...more

Keating Muething & Klekamp PLL

Benefits Monthly Minute - November 2024

Keating Muething & Klekamp PLL on

The November Monthly Minute kicks off the season of giving with SECURE 2.0 requirements for 2025 and the latest IRS retirement plan cost-of-living adjustments....more

Davis Wright Tremaine LLP

How SECURE 2.0 Options Impact Form W-2 and Form 1099-R Reporting

Davis Wright Tremaine LLP on

IRS reminds employers that implementing certain optional retirement plan provisions of SECURE 2.0 affect Form W‑2 and Form 1099‑R reporting starting in 2023 - The IRS recently issued Fact Sheet 2024‑18 to highlight how...more

McDermott Will & Schulte

Just Catching Up? For SECURE 2.0’s Catch-Up Contributions, Age Is More Than Just a Number

McDermott Will & Schulte on

In this series of articles, we explore the implications of SECURE 2.0’s changes to catch-up contributions and how employers should respond. Nearly all employers offer eligible participants the opportunity to make...more

McDermott Will & Schulte

Just Catching Up? All for One, or None for All, Catch-Up Contributions Under SECURE 2.0

McDermott Will & Schulte on

In this series of articles, we explore the implications of SECURE 2.0’s changes to catch-up contributions and how employers should respond. The SECURE 2.0 Act indicates that any plan that permits catch-up contributions...more

McDermott Will & Schulte

Just Catching Up? Wages, by Any Other Name, Not So Sweet for Employers Under SECURE 2.0

McDermott Will & Schulte on

In this series of articles, we explore the implications of SECURE 2.0’s changes to catch-up contributions and how employers should respond. The SECURE 2.0 Act indicates that any plan that permits catch-up contributions...more

McDermott Will & Schulte

All for One, or None for All, Catch-Up Contributions Under SECURE 2.0

McDermott Will & Schulte on

In this series of articles, we explore the implications of SECURE 2.0’s changes to catch-up contributions and how employers should respond. The SECURE 2.0 Act indicates that any plan that permits catch-up contributions...more

McDermott Will & Schulte

Just Catching Up? SECURE 2.0 Roth Catch-Up Contribution Requirement Leaves More Questions than Answers

McDermott Will & Schulte on

Employers can offer participants who are age 50 or older the opportunity to make additional catch-up contributions to their retirement plans. Doing so provides a great way for older workers to save more money—up to an extra...more

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