September 4, 2024 | Publications

Imagine if a minor shift in your organization’s status—something seemingly superficial, like the...

April 20, 2023 | Publications

Our overview of Division T of the Consolidated Appropriations Act, titled “The SECURE 2.0 Act of 2...

April 30, 2020 | Blogs

Due to the coronavirus pandemic, the Internal Revenue Service extended the restatement deadlines for...

March 18, 2020 | Coronavirus Response Team

While many employers are closing their doors to stem the spread of the COVID-19 virus, other employe...

November 12, 2019 | Publications

Plans subject to Section 403(b) of the Internal Revenue Code (403(b) plans) are currently in a “re...

January 10, 2019 | Publications

Most retirement plans (including profit sharing, 401(k), and 403(b) plans) are required to provide p...

December 15, 2017 | Publications

The IRS has reversed its unfavorable rule that prohibited the use of forfeitures to fund safe-harb...

July 31, 2017 | Blogs

Unanimous decision turns on reading of the language of the statute.