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The Benefit of Benefits

Insights and practical perspectives on employee benefits, retirement plans, and the legal developments shaping today’s workplace.
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The Benefit of Benefits

Legal Changes to Tax Treatment of Qualified Small Business Stock are Beneficial to Individual Founders or Investors

The One Big Beautiful Bill Act signed into law on July 4, 2025, makes significant changes to the tax treatment...
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IRS further Extends Deadline for Amendments to IRAs and SEPS-no relief for exempt organization 457(b) plans

On January 26, the IRS issued Notice 2026-9 (Notice) which further extended the deadline for Individual Retirement Accounts (IRAs) and...
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Government Re-Opens With Inflation Adjustment to Roth Catch-Up Threshold

Late on November 12, 2025, President Trump signed legislation to re-open the federal government and keep it open through January...
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Lawsuit Seeks to Invalidate DOL Opinion on Morgan Stanley Bonus Plan

On October 28, 2025, former Morgan Stanley financial advisers filed suit against the United States Department of Labor (DOL), challenging...
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Tax Exempt Organizations Sponsoring 457(b) Plans Must Amend Plans by Year-End

Most tax-advantaged retirement plans have at least until the end of 2026 to adopt amendments required by the legislation known...
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Clarifying Confusion Over Effective Date for Roth Catch-Up Contributions

Some people are under the impression, and several articles have indicated, that the final Roth catch-up regulations issued on September...
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EBSA Agrees Morgan Stanley Deferred Compensation Plan Is Not Subject to ERISA–Is Bonus Program

On September 9, 2025, the Employee Benefits Security Administration (EBSA) issued Advisory Opinion 2025-03A to Morgan Stanley Smith Barney LLC...
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Sixth Circuit Says Goodbye to Ruby Tuesday Managers’ Claims Under Top Hat Plans–Holds State Law Claims Are Preempted

On July 17, the United States Court of Appeals for the Sixth Circuit upheld the district court’s dismissal of claims...
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Big Beautiful Bill Expands Excise Tax on Tax Exempt Organization Compensation over $1M-Triggers Important Reminder Regarding 457 Plans

On July 4, President Trump signed his tax and spending bill known as the One Big, Beautiful, Bill Act (OBBA)....
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Ninth Circuit Holds Releases Of ERISA Claims Require Special Scrutiny As Fiduciary Breaches

On June 5, 2025, the United States Court of Appeals for the Ninth Circuit reversed the district court’s grant of...
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Supreme Court Settles PT Pleading Standard-Won’t Slow Down Litigation

In a unanimous decision the Supreme Court has decided the pleading standard necessary to survive a motion to dismiss for...
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EBSA Beats IRS in Updating Its Correction Program for Self-Correction

Happy New Year! You may have noticed that December 29, 2024 came and went without the Internal Revenue System (“IRS”)...
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