Fiduciary Rule to Go Live June 9, 2017
NICHOLAS WHITE, ROBERT GOWER and ADRINE ADJEMIAN, May 2017 Following months of uncertainty stemming from a February 3, 2017,
NICHOLAS WHITE, ROBERT GOWER and ADRINE ADJEMIAN, May 2017 Following months of uncertainty stemming from a February 3, 2017,
BARBARA PLETCHER, February 2017 On December 28, 2016 (at the end of the Obama administration), the U.S. Department of
FREEMAN L. LEVINRAD, January 2017 On January 18, 2017, the Internal Revenue Service (“IRS”) released proposed regulations (the “Proposed
CALLAN CARTER, January 2017 Plan governance is the administrative oversight that assists in ensuring you are managing an effective
SHANNON OLIVER and KEVIN E. NOLT, October 2016 The Internal Revenue Service has announced the annual cost-of-living adjustments applicable to
KEVIN E. NOLT, October 2016 The Internal Revenue Service (“IRS”) issued Revenue Procedure 2016-51 on September 29, 2016 which updates
GISUE MEHDI, September 2016 Background In general, when a distribution from an individual retirement arrangement (“IRA”) or a retirement plan
NICHOLAS J. WHITE, August 2016 — On August 25, 2016, the Department of Labor (DOL) issued its final rule on
ROBERT R. GOWER, July 2016 Sponsors of calendar-year qualified plans working to complete the 2015 Form 5500 (Annual Return /
T. KATURI KAYE, July 2016 — The IRS issued Revenue Procedure 2016-37 on June 29, 2016, which provides much anticipated
BARBARA PLETCHER, March 2016 – We are seeing a renewed interest in derisking of defined benefit pension plans by implementing
T. KATURI KAYE, February 2016 – On January 29, 2016, the Internal Revenue Service (“IRS”) issued Notice 2016-6 (the “Notice”),
ADRINE ADJEMIAN, February 2016 On January 22, 2016, during a panel discussion (which included Brad Huss) at the Los Angeles
KEVIN E. NOLT, January 2016 On January 4, 2016, the Internal Revenue Service (“IRS”) issued Notice 2016-03, which provides that
ROBERT R. GOWER, January 2016 – On January 4, 2016, an order issued by U.S. District Judge Phyllis J. Hamilton
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