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  • EBP June/July Compliance Alert June 4, 2019 Upcoming compliance deadlines for benefit plans: 6/30*   Deadline for processing corrective distributions for failed actual deferral percentage / actual contribution percentage (ADP/ACP) tests from plans with eligible automatic contribution arrangements (EACAs) ...
  • Qualified Domestic Relations Order (QDRO) June 4, 2019 What makes a domestic relations order a qualified domestic relations order, or QDRO? The distinction is essential for retirement plan administrators when deciding whether to accept a state court’s instructions ...
  • ERISA plan differentiation June 4, 2019 Not every plan that benefits retirees is an ERISA plan The fact that a compensation arrangement can provide a substantial source of income in retirement doesn’t make it subject to ERISA. ...
  • ERISA disclosure 101: plan sponsor obligations June 4, 2019 Qualified retirement plan sponsors are subject to many disclosure requirements. Here’s a “top ten” (and thus incomplete) list of key required defined contribution plan disclosure documents from the Department of ...
  • Help retirees plan retirement spending June 4, 2019 Long after defined benefit (DB) plans became scarce in the private sector, many employees still mourn their departure. With DB plans, participants are given an estimate of their monthly benefit ...
  • 2018 Foreign Income and Housing Exclusions | International Tax | May 21, 2019 In a recent Revenue Procedure, the IRS waived the residency and presence tests that apply for purposes of the foreign earned income and foreign housing cost exclusions under the tax ...
  • Offsetting Foreign Currency Option Transaction | International Tax | May 21, 2019 The U.S. Court of Appeals for the Fifth Circuit recently handed down a decision in Tucker v. Comm., a case involving foreign currency options. In it, the appellate court affirmed ...
  • Foreign Account Tax Compliance Act (FATCA) – IRS Finalizes Regulations May 21, 2019 The IRS recently issued final regulations under the Internal Revenue Code regarding the Foreign Account Tax Compliance Act (FATCA). The final regs provide compliance requirements and verification procedures for sponsoring ...
  • Disclosing Government Assistance May 7, 2019 Amazon pulls the plug In February, Amazon pulled the plug on a $2.5 billion project to open a second headquarters in Queens, New York, that would have created an estimated 50,000 ...
  • Boardroom Diversity – Trends May 7, 2019 For companies of all sizes and industry groups, diversity is a hot topic today. Many corporate directors want to increase board diversity to capture its strategic benefits. Here are key ...