Retirement Archives - Page 3 of 17

Legal and Legislative Reporter: Fiduciary Duties Breached

Guest Contributor

10 Jan 202310 Mar 2023

Every month, the International Foundation releases the Legal and Legislative Reporter, a compilation of new employee benefits-related case summaries. Below is a summary we thought you’d be interested in. Content provided by Morgan, Lewis & Bockius LLP. The U.S. District Court for the […]

Employee Benefits Financial Education Financial Education (U.S.) Financial Wellness Legislative Retirement SECURE 2.0 U.S.

What Plan Sponsors Need to Know After the Passage of SECURE 2.0 Act of 2022

Amanda Wilke

28 Dec 202217 Feb 2023

The SECURE 2.0 Act of 2022 (SECURE 2.0 Act), which aims to increase retirement savings and expand coverage to employer-sponsored retirement plans, was included in the 4,155-page omnibus spending bill (HR 2617) to fund the government for 2023. The omnibus bill was […]

401(k) Plans Benefits Magazine Employee Benefits ERISA Retirement U.S.

Legal & Legislative Reporter: Distribution of 401(k) Benefits to Ex-Husband

Guest Contributor

18 Nov 202218 Nov 2022

Court affirms judgment in favor of the defendant employer related to the award of 401(k) benefits to a former employee’s ex-husband.

American Rescue Plan Act (ARPA) Employee Benefits MPRA Multiemployer PBGC Pensions Regulatory Retirement U.S.

PBGC Special Financial Assistance “Lock-In” Application for Nonpriority Plans

Jenny Gartman, CEBS

08 Nov 202208 Nov 2022

Multiemployer pension plans that intend to apply for SFA from the PBGC should note the schedule for reviewing applications and may want to consider submitting a lock-in application.

Employee Benefits Flexible Work Options Health Care Human Resources (HR) Paid Leave Paid Time Off (PTO) Retirement U.S. Vacation Work Life Balance

68% of Employers Are Planning Salary Increases for 2023

Anne Patterson

03 Nov 202203 Nov 2022

Organizations are planning salary increases and closely examining their total rewards packages for the year ahead in response to changing workforce demands. The International Foundation surveyed U.S. employers and found that 68% plan to offer salary increases for all workers in 2023. […]

American Rescue Plan Act (ARPA) Compliance Employee Benefits Investments Multiemployer PBGC Pensions Retirement U.S.

PBGC Special Financial Assistance Final Rule: Permissible Investments

Jenny Gartman, CEBS

25 Oct 202225 Oct 2022

The PBGC final rule details permissible investments for SFA assets. Get key takeaways in our latest blog.

DOL Employee Benefits Retirement U.S.

Is Your Plan Ready for a DOL Investigation? Nine Key Areas to Review

Kathy Bergstrom, CEBS

29 Aug 202229 Aug 2022

When it comes to Department of Labor (DOL) retirement plan investigations, the best defense for plan fiduciaries is often a good offense—conducting a compliance self-review before DOL officials come knocking. That’s the contention made by attorneys Elizabeth S. Goldberg and William J. […]

Communication Compliance Employee Benefits ERISA Human Resources (HR) Legislative Retirement U.S.

Retirement Board Abused Its Discretion in Disability Benefits Denial

Guest Contributor

25 Aug 202222 Sep 2022

By Morgan Lewis & Bockius LLP Every month, the International Foundation releases the Legal and Legislative Reporter, a compilation of new employee benefits-related case summaries. Below is a summary we thought you’d be interested in: The U.S. District Court for the Northern […]

Communication Compliance Defined Benefit (DB) Plans Defined Contribution (DC) Plans DOL Employee Benefits Legislative Public Plans Regulatory Retirement U.S.

Everything Plan Sponsors Need to Know About SECURE Act 2.0

Amanda Wilke

26 May 202226 May 2022

On March 29, 2022, the House of Representatives passed the Securing a Strong Retirement Act of 2022 (HR 2954), otherwise known as SECURE Act 2.0, by a vote of 414-5. Secure Act 2.0 builds on the 2019 Setting Every Community Up for […]

Canada Diversity and Inclusion Employee Benefits Insurance Pensions Retirement

Is Your Plan Evolving with Gender Norms?

Alyssa Hodder

22 Mar 202222 Mar 2022

Diversity, equity and inclusion has become a critically important consideration, but a lot needs to change in the pension and benefits industry to adequately address it. This Q&A with Karen DeBortoli, Director, Knowledge Resource Centre and Canadian Privacy Officer with Buck, explores […]