Government Affairs Update




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Our legal and consulting group continuously monitors and reviews legislative activity. We determine the potential impact of both proposed and enacted legislation on your plan, and recommend the appropriate course of action. A sampling of recent issues is available below.

Qualified Retirement Plans

Bullet IRS Publishes Pension Plan Limits for 2016
October, 2015
Bullet IRS Issues Changes to Determination Letter Program
August, 2015
Bullet IRS Reminds Sponsors to Keep Records for Hardship Withdrawals and Plan Loans
June, 2015
Bullet Supreme Court Holds No “Presumption of Prudence” Exists for ESOP Fiduciaries
July, 2014

Non-Qualified Deferred Compensation Plans

Bullet IRS Launches 409A Audit Initiative
June, 2014
Bullet New Medicare Taxes Take Effect in Calendar Year 2013
September, 2012

Financial Services

Bullet Implications of New SSA Rule Prohibiting Disclosure of State Sourced Info on the DMF
February, 2012
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