Marjorie Martin, FSPA, EA, MAAA
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IRS extends temporary nondiscrimination relief for closed DB plans to 2021
IRS extends temporary nondiscrimination relief for closed DB plans to 2021
IRS has again extended the temporary relief from select...
Posted August 26, 2019 — Read more -
IRS clarifies uncashed check taxation, but still considering missing participants
IRS clarifies uncashed check taxation, but still considering missing participants
New IRS guidance confirms how plan administrators should handle...
Posted August 16, 2019 — Read more -
Retirement plans – 2019 summer recap
Retirement plans – 2019 summer recap
Volume 42 | Issue 72 Download this FYI Roundup...
Posted August 8, 2019 — Read more -
DOL releases auto-portability prohibited transaction exemption
DOL releases auto-portability prohibited transaction exemption
Volume 42 | Issue 71 Download this FYI Alert...
Posted August 8, 2019 — Read more -
New DOL and EEOC leadership; healthcare and drug pricing reform; health, pension, minimum wage, and immigration bills advance
New DOL and EEOC leadership; healthcare and drug pricing reform; health, pension, minimum wage, and immigration bills advance
Volume 10 | Issue 03 Download this Legislate as a...
Posted August 7, 2019 — Read more -
DOL ready for DC multiple employer plans
DOL ready for DC multiple employer plans
Volume 42 | Issue 70 Download this FYI as...
Posted August 6, 2019 — Read more -
IRS proposes multiple employer DC plan rules
IRS proposes multiple employer DC plan rules
Volume 42 | Issue 65 Download this FYI as...
Posted July 16, 2019 — Read more -
PBGC proposes easing reporting, closing premium loopholes
PBGC proposes easing reporting, closing premium loopholes
Volume 42 | Issue 63 Download this FYI as...
Posted July 3, 2019 — Read more -
DOL: Top hat, apprenticeship, and training benefit filings must be electronic
DOL: Top hat, apprenticeship, and training benefit filings must be electronic
Volume 42 | Issue 58 Download this FYI as...
Posted June 18, 2019 — Read more -
Oregon set to penalize non-compliant employers without retirement plans
Oregon set to penalize non-compliant employers without retirement plans
Volume 42 | Issue 54 Download this FYI as...
Posted June 13, 2019 — Read more
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