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JDSupra
Categories
Monthly Archives: January 2023
SECURE 2.0: What It Might Mean For 401(k) Providers LinkedIn Facebook Twitter
My latest article on JDSupra.com can be found here.
Posted in Retirement Plans
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Tech company agrees to fork over $1 million in class action case
Coriant agreed to pay $1 million to resolve claims it violated its fiduciary duties under ERISA while administering its 401(k) plan. Coriant was an optical telecommunications company that was acquired by another company in 2018. The settlement benefits participants of … Continue reading
Posted in Retirement Plans
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Plan sponsor taken off 403(b) lawsuit, advisor isn’t so lucky
A plan sponsor was spared from a 403(b) lawsuit, but the advisor is still on the hook. Two plaintiffs filed a complaint in Texas federal court against their employer, Legacy Counseling Center, Inc. the plan’s manager, Peveto Financial Group, LLC. … Continue reading
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U.S. Bank slapped with lawsuit
U.S. Bank and its 401(k) Savings Plan is the latest target of a class action lawsuit in Minnesota. According to the complaint, from the years 2016 through 2021, the Plan paid an effective average annual administration fee of $41 per … Continue reading
Posted in Retirement Plans
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Good luck with after tax employer contributions
They said in Field of Dreams that if you build it, they will come. I think when it comes to offering participants the right to after-tax matching and profit-sharing contributions, I don’t think that is a SECURE 2.0 provision that … Continue reading
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403(b) PEPs are great, but….
The idea that we can have 403(b) Pooled Employer Plans is great news because what could work well for 401(k) plans, may mean great stuff for 403(b) plans. The problem with 403(b) plans has always been in the non-ERISA space, … Continue reading
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The cost of SECURE 2.0 will be Catch Up Contributions
Any legislation that is supposed to benefit taxpayers, there is a hidden cost. Look at the Tax Reform Act of 1986, temporary reductions in marginal traded for deductions that were lost for good such as personal interest, most IRA contributions, … Continue reading
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The Rosenbaum Law Firm Review
My latest newsletter can be found here.
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How To Encourage Your Participants To Defer More In Your 401(k) Plan
My latest article for JDSupra.com can be found here.
Posted in Retirement Plans
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401(k) Options You Should Pass On As Plan Sponsor
My latest article for JDSupra.com can be found here.
Posted in Retirement Plans
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