Benefits Report IN THIS ISSUE… Final and Proposed RMD Regulations Provide Much Needed Guidance for SECURE 2.0 and SECURE 1.0
A Closer Look at Arbitration Provisions in ERISA Breach of Fiduciary Duty Claims Self-Correction of Plan Failures Made Easier —
INVESTMENT ADVICE FIDUCIARY RULE, ROUND THREE — Retirement Security Rule: Definition of an Investment Advice Fiduciary & Proposed Amendment to
There’s a Lot to Consider When Designing and Operating Deferred Compensation Plans for Executives of Tax Exempt Organizations—Part 2
There’s a Lot to Consider When Designing and Operating Deferred Compensation Plans for Executives of Tax Exempt Organizations—Part 1 Long-Term
Trucker Huss Lawyers Recognized as 2024 Best Lawyers® and Best Lawyers: Ones to Watch®
Ninth Circuit Decision in AT&T Case Could Open Up Potential New Attacks on Retirement Plan Fiduciaries: What Fiduciaries Need to
Coming Soon: Determination Letter Program for Individually Designed Section 403(b) Plans Group Health Plans Must Submit Gag Clause Attestations by
CalSavers vs. Qualified Employee Benefit Plans: Choosing the Right Retirement Plan in California New Rules Under SECURE 2.0 for Correcting
Proposed Changes to the Department of Labor’s Voluntary Fiduciary Correction Program Final Rule Provides Permanent Automatic Extension of Time to
Reinterpreting ESG: DOL Releases Flexible Final Rule While Maintaining Long-Held Principles
The Unlikely Intersection Between ERISA and State Laws Regulating Abortion Temporary Relief from the Physical Presence Requirement Is Scheduled to
Rash of Recent Lawsuits Focus on BlackRock Indexed Target Date Options: Even Low-Cost Funds Are Being Attacked Searching for Missing
DOL Proposes Stricter Prohibited Transaction Exemption Application Procedures FICA Tax Withholding and Reporting for Section 457(b) and 457(f) Nonqualified Deferred
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135 Main Street, 9th Floor
San Francisco, CA 94105-1815
15760 Ventura Boulevard, Suite 910
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Portland, OR 97232-1332