Topic
401(k)
519 published works
Southwest Florida Business and IP Blog
New 401k rules could end “refunded contributions”
Many employers are all too familiar with the experience of having to refund contributions made to the organization’s 401(k) plan by highly compensated employees to remedy the previous year’s failed…
Benefits Law Advisor
BlackRock 401(k) Plan Class Action Headed for Trial
By Stacey C.S. Cerrone, René E. Thorne, Howard Shapiro
A class action alleging that BlackRock entities favored their own proprietary funds when selecting investment options for BlackRock’s 401(k) Plan is headed for trial after Judge Haywood S. Gilliam, Jr.…
ERISA Litigation Advisor
BlackRock 401(k) Plan Class Action Headed for Trial
By Stacey C.S. Cerrone, René E. Thorne, Howard Shapiro
A class action alleging that BlackRock entities favored their own proprietary funds when selecting investment options for BlackRock’s 401(k) Plan is headed for trial after Judge Haywood S. Gilliam, Jr.…
The CPA Desk
Save for Retirement by Maximizing Your 401(k) Plan
Contributing to a tax-advantaged retirement plan can help you reduce taxes and save for retirement. If your employer offers a 401(k) or Roth 401(k) plan, contributing to it is a…
Compensation & Benefits Blog
District Court Dismisses ERISA Fee Litigation against 401(k) Plan for Failure to Exhaust
By Kyle Hansen
A federal district court in Georgia recently dismissed claims brought by a participant in the Rollins, Inc. 401(k) Plan (the “Plan”), on behalf of a putative class of all plan…
Benefits Law Update
December 31 Sunset of Safe Harbor Correction Method for Certain Elective Deferral Failures
A special IRS-approved correction method available for elective deferral failures in 401(k) and 403(b) plans with automatic contribution features will sunset on December 31, 2020, meaning it will not be…
SW Benefits Blog
Is Your Safe Harbor Section 401(k) Plan Required to Provide an Annual Notice?
Sponsors of safe harbor Section 401(k) plans should consider whether they are required to provide their annual safe harbor notice in 2020 for the upcoming 2021 plan year. The Setting…
Beneficially Yours
Want to Put More Away in Your 401(k)? Qualified Plan Limits Generally Remain Constant in 2021
By Sarah Touzalin, Richard G. Schwartz
Seyfarth Synopsis: Many of the limitations that apply to tax-qualified plans, including 401(k) and 403(b) plans, are subject to cost-of-living increases. The IRS just announced the 2021 limits. The annual…
Labor & Employment Law Perspectives
401(k) Fee Lawsuits: What Can a Plan Sponsor Do?
Most weeks, a plan sponsor (and frequently, several plan sponsors) is sued for breach of fiduciary duty in connection with the investment choices offered under its 401(k) or 403(b) plans. …
Hall Benefits Law Blog
IRS Provides SECURity Through 401(k) Plan Expansion to Long-Term, Part-Time Workers
By Anne Hall
By Anne Tyler Hall and Katharine Finley On December 19, 2019, the House and Senate approved the Further Consolidated Appropriations Act of 2020. This legislative package of spending bills included…