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Definiti-LLC Telecommute / University Place WA / The Woodlands TX / Erie PA / Dallas TX

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Aldrich Retirement Solutions Telecommute / San Diego CA / Carlsbad CA

Distribution Specialist

ERISA Services Inc. Knoxville TN

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[Guidance Overview]

"For a periodic payment that is subject to income tax withholding under Code Section 3405(a), amounts are withheld as if the payment were a payment of wages by an employer to the employee for the appropriate payroll period. If the payee has not furnished a withholding certificate, the amount to be withheld is determined in the manner described in the applicable IRS forms, instructions, publications, and other guidance." 

Thomson Reuters Practical Law

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"On paper, grandfathering often sounds like a good idea when a retirement plan change might be perceived by existing employees as being a negative.... However, when plan sponsors attempt to soften the blow, they often come to regret it ... The new hires eventually find out ... [T]he EXISTING employees may end up with the short end of the stick ... There are compliance issues ... The road to prudent fiduciary compliance is paved with good intentions ... [F]or the most part, if a change is going to be made that is best for the plan as a whole, plan sponsors who rip off the band-aid and make the change for all will be happier in the end." 

Cammack Retirement Group

"Panelists ... discussed Reg BI's future under a Trump or a Biden administration, as well as whether FINRA should be disbanded.... For fiduciary advocates, the [election] outcome could determine whether they take their fight for fiduciary standards to the states ... or whether the SEC's Regulation Best Interest should be overturned[.] " 

WealthManagement.com

The Working Woman's Retirement Plan Checklist

"[1] What women need to know.... [2] What women need to ask their spouses.... [3] What women need to ask their employers.... [4] What women need to ask if contemplating divorce." 

Women's Institute for a Secure Retirement [WISER]

"[A] severance arrangement will be subject to Code Section 409A, unless one of the limited exceptions applies or the arrangement satisfies an exemption.... The short term deferral rule only has two conditions, both of which must be satisfied in order for the rule to apply. The first condition is related to the timing of the severance payment. The second condition is related to whether the employee has a vested interest in the severance payment." 

Bodman PLC

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An unofficial monthly report of the Moody's Daily Long-term Corporate Bond Yield Averages and Moody's Daily Treasury Yield Averages (used as benchmarks by some corporate pension plans). 

David Rigby, via BenefitsLink Message Boards

[Opinion]

"[ICI believes] that both PEP providers and participating employers would benefit considerably if the requirements were streamlined in a way that eliminates information that is superfluous and irrelevant to the Department's oversight role, or too detailed to be effectively used by prospective employers. [ICI recommends] that the Department's registration requirements focus on more basic information and, when the need arises, the Department reserve itself the ability to seek more detailed information from PPPs." 

Investment Company Institute [ICI]

[Official Guidance]

"[T]he final regulations address the elimination of the deduction under section 274 for expenditures related to entertainment, amusement, or recreation activities, and provide guidance to determine whether an activity is of a type generally considered to be entertainment. The final regulations also address the limitation on the deduction of food and beverage expenses under section 274(k) and (n), including the applicability of the exceptions under section 274(e)(2), (3), (4), (7), (8), and (9). "

Internal Revenue Service [IRS]

"Nearly half of employees are concerned with their household's financial wellbeing ... 42 percent of employees are satisfied with their financial wellness benefits and would not trade them with their wages; an equal share would be willing to have fewer financial wellness benefits for higher wages.... [N]early half of employees, 47 percent, are extremely/very satisfied with their benefits package, with 58 percent stating that they are satisfied with their employment-based retirement savings plan and 54 percent being satisfied with their current health insurance plan." 

Employee Benefit Research Institute [EBRI]

"[T]he court determined: [1] that the plan administrator did not adequately notify the participant about its reservation of discretionary authority in deciding benefit claims; and [2] the Plan Instrument does not affect the standard for reviewing the plan administrator's decision in this case. Accordingly, the court concluded that the participant could not be bound to terms contained in a policy about which she had no notice or knowledge." [ Lyn M. v. Premera Blue Cross , No. 18-4098 (10th Cir. Jul. 24, 2020)] 

The Wagner Law Group

Employee Benefits in the Supreme Court (PDF)

35 pages, Oct. 2020. "As of this writing, the Court has one employee benefit case scheduled for argument during its October 2020 term, although other interesting petitions for certiorari are pending." 

Eversheds Sutherland

"DOL officials reported to the GAO that they have not issued any guidance on how companies should correct eligibility errors found in executive retirement plans. Instead, the DOL directed the GAO to an amicus brief it filed where the DOL suggested that plans can be modified to exclude ineligible rank-and-file employees, awarding them the full vesting and other protections under ERISA and distributing their benefits from the plan while maintaining the plan's status as an executive retirement plan for those executives who do qualify." 

King & Spalding

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"Some states are paying certain front-line employees a 'grant' or 'extra payment' or whatever you might want to call it. This comes from the state/federal funds, and it is run through the employer as TAXABLE wages. The employer doesn't pay this out of their own pocket. Is this considered eligible compensation for deferrals/profit sharing/whatever?" 

BenefitsLink Message Boards

"Does pay for Sick and Family Leave constitute compensation for purposes of a 401(k) safe harbor contribution?" 

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Press Releases

SEC Charges Hospitality Company for Failing to Disclose Executive Perks Securities and Exchange Commission [SEC]

ECFC Introduces New HR Education Certification: Certified COBRA Specialist (CCS) Designation ECFC [Employers Council on Flexible Compensation]

ICMA-RC Aims to Bring Participants’ Future into Focus During the Newly Expanded National Retirement Security Month ICMA-RC

Ascensus Announces New Digital Retirement Plan Sales Proposal System Ascensus

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