Posts in “Legislation”

Word Tax 2024 on the calculator. Business and tax concept.Calculator, coins, book, tax form, and pen on table.Tax deduction planning.Financial research, government taxes, and calculation tax return

SECURE Act Provisions Start Taking Shape

IRS Guidance on recent legislation helps employers start planning for next few years.

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SECURE Act Passed--Ensuring Much Activity and Some Change

The SECURE Act, signed by President Trump, contains a potpourri of provisions encouraging plan formation, use of annuities and adoption of safe harbor designs.

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Employee Benefits in the Laboratory

The New Federalism: Employee Benefits in the Laboratory

The past year has seen a number of articles describing new state laws covering a range of benefits-related areas. Examples include New York State’s new paid leave act and Nevada’s law regulating fiduciary behavior. And more such laws are around the corner – a recent Kaiser Health News article noted that at least nine states […]

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Higher Ed Fiduciary Lawsuits A Scorecard and Some Observations

Higher Ed Fiduciary Lawsuits: A Scorecard and Some Observations

A little over a year ago a series of lawsuits were filed against major universities. The lawsuits alleged that these schools violated their fiduciary obligations under ERISA by failing to properly manage plan costs and investment performance. In effect, these lawsuits were the higher ed/tax sheltered annuity version of the 401(k) litigation that has been […]

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New Proposal for Paid Family Leave Program Shows Promise

Paid Family Leave – An Emerging Consensus?

An interesting thing happened in Washington last week. No, not high profile testimony or legislative action on health care. Rather, a working group of economists from the Brookings Institution and the American Enterprise Institute issued a report on paid family leave. You might wonder what is so interesting about another report coming from some Washington […]

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