Fred Farkash, CEBS, Fellow-ISCEBS
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Supreme Court reaffirms duty to continuously monitor plan investments and service provider fees
Supreme Court reaffirms duty to continuously monitor plan investments and service provider fees
In Hughes v. Northwestern University, the U.S. Supreme Court unanimously reversed the Seventh Circuit Court of Appeals and ruled...
Posted February 9, 2022 — Read more -
Puerto Rico Treasury announces key 2022 benefit plan limits
Puerto Rico Treasury announces key 2022 benefit plan limits
Puerto Rico’s Secretary of Treasury has announced the qualified retirement plan limits for 2022. Download this FYI as a...
Posted February 1, 2022 — Read more -
IRS releases key retirement plan limits for 2022
IRS releases key retirement plan limits for 2022
The IRS has issued Notice 2021-61 announcing the retirement plan limits for 2022. Download this FYI Alert as a...
Posted November 5, 2021 — Read more -
DOL issues cybersecurity guidance for retirement plan sponsors and fiduciaries
DOL issues cybersecurity guidance for retirement plan sponsors and fiduciaries
While cybercrime was already on the rise prior to 2020, its acceleration during the pandemic has illuminated the financial...
Posted May 25, 2021 — Read more -
Social Security benefits and taxable wage base both up for 2021
Social Security benefits and taxable wage base both up for 2021
The Social Security Administration has announced key 2021 social security numbers, including a cost-of-living adjustment of 1.3% and taxable...
Posted November 2, 2020 — Read more -
IRS releases key retirement plan limits for 2021
IRS releases key retirement plan limits for 2021
The IRS has issued Notice 2020-79 announcing the retirement plan limits for 2021. Download this FYI Alert as a...
Posted October 28, 2020 — Read more -
PBGC premium rates to increase for 2021
PBGC premium rates to increase for 2021
PBGC has announced 2021 premium rates for single-employer and multiemployer plans. The rates for both types of plans are...
Posted October 28, 2020 — Read more -
IRS lets incomplete determination letter applications for statutory hybrid plans slide until December 31
IRS lets incomplete determination letter applications for statutory hybrid plans slide until December 31
The IRS is providing relief from the requirements that applications for hybrid DB plan determination letters (such as for...
Posted August 26, 2020 — Read more -
SECURE Act – most significant piece of retirement legislation in years becomes law
SECURE Act – most significant piece of retirement legislation in years becomes law
On December 20, 2019, the president signed into law a sweeping year-end spending bill, Further Consolidated Appropriations Act, 2020...
Posted December 23, 2019 — Read more -
IRS extends temporary nondiscrimination relief to benefits, rights, and features of closed pension plans
IRS extends temporary nondiscrimination relief to benefits, rights, and features of closed pension plans
As an “add-on,” the IRS has extended temporary nondiscriminatory relief to benefits, rights, and features of closed defined benefit...
Posted November 15, 2019 — Read more