Lexology

Voluntary Benefits and ERISA Read More

DOL Says Plan Fiduciaries Have to Find ‘Em!

The Department of Labor (DOL) is busy this year focusing on both regulating and identifying missing participants in multiple employer plans (MEPs). This past October, DOL published a proposed rule that attempts to make it easier to offer an association retirement plan as well as clearly delineate required disclosures for participants. While the rule may still face changes, it gives us a good idea of what to expect Read More

Lexology

DOL Says Plan Fiduciaries Have to Find ‘Em! Read More

New Bill Provides Plan Sponsors Opportunity to Provide 401(k) Match on Student Loan Repayments

If your organization has hired anyone who has graduated from higher education in the recent past, you’re probably aware that they are much more concerned with paying off high-interest student loans than saving for a far more distant retirement. Indeed, interest rates on student loans are so high in some cases it doesn’t make financial sense to save at a lower interest rate, even if your business has a tax-advantaged Read More

Lexology

New Bill Provides Plan Sponsors Opportunity to Provide 401(k) Match on Student Loan Repayments Read More

Lexology

IRS provides guidance on meaning of excess compensation for tax-exempt entities Read More

Lexology

With Employee Benefit Plans, It Pays to Be Proactive Read More

Lexology

IRS Announces Expansion of Situations Permitting Corrections for HSA Contributions Read More

Hall Benefits Law as Featured in 401(k) Specialist Magazine

Read article here! Read More

Time to Review Your 403(b) Plan

For religious and non-profit organizations, as well as schools, retirement planning often involves a tax-advantaged 403(b) plan. Employees contribute pre-tax funds and those funds are then managed, invested, and grow over time to provide for retirement. There are a few key differences between 403(b) and 401(k) plans including who would be eligible for each, what type of contributions are made, and the administrative Read More