HBL

The Benefit of Benefits

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

Section 83(i) Guidance Welcomed But Creates Even More Complexity

The IRS issued Notice 2018-97 (Notice) on December 7, 2018, providing some much needed guidance on interpreting Internal Revenue Code...

Reminder: Qualified and Nonqualified Plans Must Be Amended for New Disability Claims Procedures

The U.S. Department of Labor’s final disability claims procedures became effective for disability claims filed after April 1, 2018. See...

A More Detailed Look At Section 83(i) Plans

Last February I blogged about new Section 83(i) of the Internal Revenue Code that was added by the 2017 tax...

Oops!… They Did It Again–Secure Choice Board Withdraws/Re-Proposes Regs…Again

Last week I reported that the California Secure Choice Retirement Saving Investment Board (Board) posted a Notice of Proposed Emergency...

CalSavers Files Emergency Proposed Regulations Twice

On October 9, 2018, the California Secure Choice Retirement Savings Investment Board (Board) posted a Notice of Proposed Emergency Action...

Presidential Order Signals Relaxing of Restrictions on Open Multiple Employer Plans

On August 31, 2018, President Trump signed an Executive Order directing the Labor Department to consider issuing regulations and guidance...

IRS Approves New 401(k) Plan Design to Substitute Student Loan Repayments for Elective Contributions

In a new private letter ruling (PLR 201833012) released August 17, 2018, the IRS approved amendments to a 401(k) plan...

A Much More SIMPLE Approach to Increase Retirement Savings

Last month, I reported on how California’s mandated payroll deduction IRA program known as CalSavers is being challenged in court...

Suit Claims CalSavers is Preempted by ERISA

For the past year or so, I have been speaking and writing about the California Secure Choice Law authorizing the...

Boom goes the Dynamex! Worker Classification is not easy as ABC when it comes to Benefits

The California Supreme Court recently decided an important decision on the issue of when a worker is properly classified as...

Documents! Documents! Documents!

Most employee benefits require a written plan document setting forth the terms of the plan. ERISA requires that every employee...

California Secure Choice/CalSavers Retirement Savings Program Proposed Regulations Delayed

The California Secure Choice Retirement Savings Investment Board posted proposed emergency regulations to implement the Secure Choice mandatory payroll deduction...
Search
Are You an Attorney? Let’s talk!
Request Your Free Book
Case Studies in ERISA: Why It Matters And How It Benefits You, A Plan Sponsor’s Guide To Employee Benefits Legal Compliance
Newsletter Sign Up