Form 5500 as a Compliance Tool: Changes Today, Changes Tomorrow
ROBERT R. GOWER, July 2016 Sponsors of calendar-year qualified plans working to complete the 2015 Form 5500 (Annual Return /
ROBERT R. GOWER, July 2016 Sponsors of calendar-year qualified plans working to complete the 2015 Form 5500 (Annual Return /
T. KATURI KAYE, July 2016 — The IRS issued Revenue Procedure 2016-37 on June 29, 2016, which provides much anticipated
BARBARA PLETCHER, March 2016 – We are seeing a renewed interest in derisking of defined benefit pension plans by implementing
T. KATURI KAYE, February 2016 – On January 29, 2016, the Internal Revenue Service (“IRS”) issued Notice 2016-6 (the “Notice”),
ADRINE ADJEMIAN, February 2016 On January 22, 2016, during a panel discussion (which included Brad Huss) at the Los Angeles
KEVIN E. NOLT, January 2016 On January 4, 2016, the Internal Revenue Service (“IRS”) issued Notice 2016-03, which provides that
ROBERT R. GOWER, January 2016 – On January 4, 2016, an order issued by U.S. District Judge Phyllis J. Hamilton
FREEMAN L. LEVINRAD, January 2016 To help those employers that allowed employees to exclude more than $130 in nontaxable monthly
ROBERT R. GOWER and ERIC J. SCHILLINGER, January 2016 — On December 9, 2015, the Internal Revenue Service (“IRS”) issued
SUSAN QUINTANAR, December 2015 — Plan sponsors need to remain attentive about ensuring that elective deferrals are deposited into their
MIKAELA C. HABIB, December 2015 — On Friday, December 4, 2015, the Fixing America’s Surface Transportation (“FAST”) Act of 2015
MIKAELA C. HABIB, November 2015 — The recently enacted Surface Transportation and Veterans Health Care Choice Improvement Act of 2015
NICHOLAS J. WHITE, October 2015 — In 2008, the Department of Labor (DOL) issued a safe-harbor regulation for plan investment
SHANNON OLIVER and KEVIN E. NOLT, October 2015 — The Internal Revenue Service (the “IRS”) has announced the annual cost-of-living
T. KATURI KAYE, September 2015 — On September 9, 2015, the Internal Revenue Service (“IRS”) issued final regulations on determining
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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
