Current Events

Candidates’ tax proposals and retirement savings tax benefits

June 14, 2016

We are now (more or less) down to two main Presidential candidates: former Secretary of State Hillary Clinton and Mr. Donald Trump (hereafter, “Clinton” and “Trump”). In this article we discuss the tax proposals of each candidate and how they would affect retirement savings policy. Read More

Verizon-CWA Pact Freezes Mortality Tables To Preserve Participants' Lump Sum

June 09, 2016

(Reprinted From Bloomberg BNA) Verizon Communications Inc. employees returning to work under a tentative contract can take comfort that innovative bargaining has likely preserved their right to generous pension lump-sum payouts. Overall, the lump-sum payouts that Verizon will offer plan participants under the new contract represent a "small windfall" for retirees, John Lowell, pension consultant for October Three in Atlanta, told Bloomberg BNA June 1. Download

Current retirement savings policy outlook – June 2016

June 05, 2016

In this retirement savings outlook we review challenges to the Department of Labor’s Conflict of Interest rule, the status of IRS’s review and adoption of new mortality tables, bipartisan legislation recently introduced to remove PBGC premiums from the Congressional budget, and recent plan reformation litigation. Read More

Fee litigation: sponsor fiduciary vulnerabilities

June 01, 2016

In this article we review the areas of 401(k) sponsor-fiduciary practice that are current or emerging targets for plaintiffs’ litigators. We include in our discussion 401(k) fee suits recently filed against BB&T (Smith v. BB&T Corporation) and Fidelity (Fleming v. Fidelity Management Trust Company). Read More

Frozen plan update

May 27, 2016

In January 2016, IRS published a proposed regulation addressing the issue of the application of Tax Code nondiscrimination rules to frozen DB plans. In April 2016, IRS announced its intention to withdraw certain provisions from that proposal. In this article we discuss the provisions of IRS proposal applicable to frozen plans and some issues under it that have been identified as problematic. Read More

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