Limited Expansion of the Determination Letter Program – Is Your Plan Eligible for Review?
ADRINE ADJEMIAN, July, 2019 On May 1, 2019, the Internal Revenue Service (IRS) issued good news in the form
ADRINE ADJEMIAN, July, 2019 On May 1, 2019, the Internal Revenue Service (IRS) issued good news in the form
CRAIG P. HOFFMAN, June, 2019 Much has been written about the impact student loan debt is having on the
CRAIG P. HOFFMAN, April, 2019 Effective April 19, 2019, new rules under the Employee Plans Compliance Resolution System (EPCRS)
T. KATURI KAYE and BRIANA B. DESCH, April, 2019 The Internal Revenue Service (IRS) recently issued guidance providing
ROBERT R. GOWER and FREEMAN L. LEVINRAD, April, 2019 It seems that every day, a new high-profile data
BRYAN CARD, February, 2019 The new year brings significant changes to hardship distributions under Section 401(k) plans and Section 403(b)
SHANNON OLIVER, December, 2018 On November 1, 2018, the Internal Revenue Service issued Notice 2018-83, containing the cost-of-living adjustments related
J. MARC FOSSE, December 10, 2018 The IRS has provided initial guidance in Notice 2018-97 (the “Notice”) about certain statutory
NICHOLAS J. WHITE, October, 2018 Research shows that student loan debt is now second only to mortgages in consumer debt.
ANGEL L. GARRETT and EMILY L. GARCIA, October, 2018 In January 2017, we informed you that fiduciaries of 12 university
FREEMAN L. LEVINRAD, February, 2018 The Tax Cuts and Jobs Act (the “Act”) contains a provision that requires tax-exempt organizations
J. MARC FOSSE and ANGEL L. GARRETT, January 11, 2018 New section 83(i) of the Internal Revenue Code (the “Code”)
YATINDRA PANDYA and JAHIZ NOEL AGARD, December, 2017 On November 24, 2017, the Department of Labor (DOL) delayed the applicability
CALLAN G. CARTER, December 27, 2017 I talked with Diane Wasser of EisnerAmper LLP, a national certified public accounting firm
J. MARC FOSSE, December 27, 2017 The Tax Cuts and Jobs Act (the “Act”) recently signed into law affects many
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135 Main Street, 9th Floor
San Francisco, CA 94105-1815
15760 Ventura Boulevard, Suite 910
Los Angeles, CA 91436-2964
329 NE Couch Street, Suite 200
Portland, OR 97232-1332
