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    Automotive Industries Pension Plan Receives $1.1 Billion Dollars

    December 5, 2023 | Publications

    The Automotive Industries Pension Plan (“Plan”), a Taft-Hartley multiemployer (union) pensio...

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    ESOPs Encouraged but Do It Right! SECURE 2.0 ESOP Provisions and Expanded IRS Focus

    August 17, 2023 | Publications

    The SECURE 2.0 Act of 2022 (SECURE 2.0), which was passed as 2022 wound down, expands on the Setting...

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    New Rules Require Plans to ‘Chase Time’ – Coverage for Long-Term Part-Time Employees

    August 15, 2023 | Publications

    Certain 401(k) and 403(b) plans must be amended to allow part-time employees to participate under ne...

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    Federal & State Tax Implications of Kentucky’s New Employee Child Care Assistance Partnership...

    August 3, 2023 | Blogs

    Governor Andy Beshear signed House Bill 499 into law in April 2022, thereby creating a new program c...

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    Construction Contractor Must Pay Subcontractors’ Union Fringe Benefit Fund Contributions Due to Su...

    May 24, 2023 | Publications

    A federal district court in Michigan recently held that a union road construction general contractor...

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    Important Alert for 401(k) and 403(b) Plans that Do Not Allow Participants to Make Roth Contribution...

    May 1, 2023 | Blogs

    The recent comprehensive retirement plan legislation, often called SECURE 2.0, made an important cha...

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    SECURE 2.0 Changes to Retirement Plan Corrections

    April 20, 2023 | Publications

    Our overview of Division T of the Consolidated Appropriations Act, titled “The SECURE 2.0 Act of 2...

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    Want to Use the Money in Your IRA for Loans or Certain Related Investments? Think Again

    March 22, 2023 | Blogs

    Many individuals have accumulated significant funds in their individual retirement accounts (IRAs), ...

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    IRS Proposes 401(k) Forfeiture Rules

    March 21, 2023 | Publications

    On February 27, the Internal Revenue Service (IRS) issued proposed regulations on when and how forfe...

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    Relief for Reporting RMDs for IRAs in 2023

    March 16, 2023 | Blogs

    On March 7, 2023, the Internal Revenue Service (IRS) released Notice 2023-23, which provides guidanc...

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