Topic
401(k)
519 published works
Securities Compliance Sentinel
The Market Crashing = Litigation Explosion!
Alas, the market crashes (nearly, 8% of its value today) and your 401k plan is devastated, but could it get worse? Of course, it could. Brokers and investment advisers as…
Compensation & Benefits Blog
SECURE Act: Changes Exclusive to 401(k) Plans
By Steven Weinstein, Annie (Chenxiaoyang) Zhang
The SECURE Act, included as part of the Further Consolidated Appropriations Act, 2020, was signed into law on December 20, 2019. This post highlights changes that are exclusive to 401(k)…
Benefits Law Advisor
Northrop Grumman Agrees to Settle 401(k) Excessive Fee Suit
By Jean Y. Yu, Donald P. Sullivan
Northrop Grumman has agreed to pay $12,375,000 to settle a class action brought under the Employee Retirement Income Security Act (“ERISA”) by participants in its 401(k) plan. The parties reached…
California Workplace Law Blog
Northrop Grumman Agrees to Settle 401(k) Excessive Fee Suit
By Jean Y. Yu, Donald P. Sullivan
Northrop Grumman has agreed to pay $12,375,000 to settle a class action brought under the Employee Retirement Income Security Act (“ERISA”) by participants in its 401(k) plan. The parties reached…
Carmody @ Work
Federal Law Changes the Legal Landscape for Retirement Plans
By Holly Wheeler, Mark Williams
On December 20, 2019, President Trump signed into law, as part of the 2020 Appropriations Bill, the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019. This is…
Employee Benefits
Locke Lord QuickStudy: IRS Announces 2020 Retirement Plan Limitations – Most Limits are Increased
The Internal Revenue Service announced the 2020 cost-of-living adjustments to the dollar limitations for qualified retirement plans and other benefits, and the Social Security Administration announced its own cost-of-living adjustments…
Beneficially Yours
You Can Save More in Your 401(k) in 2020
By Sarah Touzalin and Richard G. Schwartz Seyfarth Synopsis: Many of the limitations that apply to tax-qualified plans, including 401(k) plans, are subject to cost-of-living increases. The IRS just announced the…
The Energy Law Blog
New Final Regulations on Hardship Distributions from 401(k) and 403(b) Plans
Previous regulations on hardship distributions from 401(k) and 403(b) plans generally provided that a participant could receive an in-service distribution prior to reaching age 59½ if the participant had an…
The CPA Desk
Common Deficiencies in 401(k) Compliance – What to Know
By PKF Texas
https://youtu.be/kGzK6AkZi1o Jen: This is the PKF Texas Entrepreneur's Playbook. I'm Jen Lemanski, and I'm back again with Kristin Ryan, an audit senior manager and one of the faces of PKF…
The CPA Desk
Avoiding Pitfalls in Compensation Definitions for Your 401(k) Plan
By PKF Texas
https://youtu.be/VKdwoMTFnOc Jen: This is the PKF Texas Entrepreneur's Playbook. I'm Jen Lemanski, and I am back again with Michael Veuleman, Audit Practice Leader and one of the faces of PKF…