New guidance by the U.S. Department of Labor provides defined contribution plan administrators with additional flexibility to extend the 12-month period to a 14-month period for distribution of the required annual fee disclosure to plan participants and beneficiaries.
DOL Provides Greater Flexibility for Distribution of Annual Participant Fee Disclosure Effective Immediately
Posted In Employee Benefits, Employment
Diane MorgenthalerDiane M. Morgenthaler focuses her practice on employee benefits and executive compensation. She represents clients in matters before the US Internal Revenue Service, the Department of Labor and the Pension Benefit Guaranty Corporation. Diane serves as employee benefit counsel to Fortune 500 corporations and other global corporations, and represents both public and private clients. She regularly designs and implements a variety of employee benefit plans and programs. Diane has extensive experience in employee benefit issues involved in acquisitions, reorganizations and divestitures and in the design of employee benefits plans following such transactions. She also advises clients in matters involving multi-employer withdrawal liability, fiduciary liability and benefit claims. Read Diane Morgenthaler's full bio.
Jeffrey HoldvogtJeffrey (Jeff) M. Holdvogt advises clients regarding a wide range of employee benefits matters. He focuses primarily on the design and administration of complex pension, defined contribution and executive deferred compensation arrangements. Jeff counsels privately and publicly held corporations on ongoing day-to-day retirement and executive compensation issues, as well as employee benefits design and transition matters arising from corporate mergers, acquisitions and divestitures. Read Jeff Holdvogt's full bio.
Maggie McTigue Maggie McTigue focuses her practice on employee benefits matters relating to pension and 401(k) plans, executive compensation, and health and welfare benefit plans. She regularly assists clients with employee benefit plan filings and notices required by the Department of Labor and the Internal Revenue Service. Maggie also has experience regarding plan investment issues under the Employee Retirement Income Security Act of 1974 (ERISA). Read Maggie McTigue's full bio.
Related Posts
- IRS Announces 2023 Employee Benefit Plan Limits
- When Are Cryptocurrencies Appropriate Investments for Retirement Plans and IRAs?
- ERISA Litigation: What Have We Learned?
- Cryptocurrency for Employee Benefits Lawyers: What You Need to Know
- Proposed IRS RMD Regulations Present Challenges, Risks for 403(b) Plans
BLOG EDITORS
STAY CONNECTED
TOPICS
ARCHIVES
RECENT POSTS
- Code § 4980D and Violations of the NQTL Analysis Requirement Under the Proposed MHPAEA Regulations
- Webinar Replay: SECURE 2.0 and the Impacts of Employer Matching for Student Loan Payments
- A Look into House Efforts on Hospital and Health Plan Price Transparency
- Texas District Court Overturns Portions of the IDR Process
- The “Meaningful Benefit” Requirement for NQTLs Under the Proposed MHPAEA Regulations
