Winter 2017-2018 Client Advisory

December 11, 2017 Alerts and Newsletters

This Client Advisory highlights important developments in the law governing employee benefits and executive compensation over the past year. It offers insight into what these developments mean for employers and plan sponsors and previews developments we expect to see in 2018. The following topics are covered:

  • Tax Reform (Updated for Final Bill)
  • Wellness Program Rules Being Challenged and Enforced
  • Status of DOL Conflict of Interest Rule
  • Hurricane Victims Relief
  • New 409A Regulations Expected in 2018
  • 403(b) Plan Fee Litigation Update
  • (Not So) Final DOL Disability Benefit Claims Procedures Regulations
  • 2018 IRS Enforcement Priorities
  • End of IRS Determination Letter Program

A PDF of the 2017 Winter Advisory is available for download here. (updated on 12/27/2017 to reflect the final provisions of the Tax Cuts and Jobs Act).

A PDF summary of noteworthy federal cases decided by the U.S. Supreme Court and the First and Second Circuit Courts of Appeals relating to Employee Benefit Plans is available here.

Firm Highlights

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Courts Expand on Rules Regarding the Protection of Retirement Plan Assets

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2021 Year End Employee Benefit Plan Amendments

Health and Welfare Plans Employers that made available COVID-19 relief and benefit enhancements in 2020 – such as the increased carry over limit and extended grace period for health flexible spending accounts – need...

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