Andrew J. Fawbush

Nov 6, 2024 | mondaq.com | Lisa Carrasco |Andrew J. Fawbush |Don A. Mazursky

The IRS has released the 2025 cost-of-living adjustments applicable to the dollar limitations on benefits and contributions of retirement plans and health and welfare benefit plans. We recommend plan sponsors update their systems and formulas to include the limits that have been adjusted. For a printable version of this chart, click here. The content of this article is intended to provide a general guide to the subject matter.

Nov 4, 2024 | jdsupra.com | Lisa Carrasco |Andrew J. Fawbush |Don A. Mazursky

Effective: January 1, 2025The IRS has released the 2025 cost-of-living adjustments applicable to the dollar limitations on benefits and contributions of retirement plans and health and welfare benefit plans.  We recommend plan sponsors update their systems and formulas to include the limits that have been adjusted.

May 3, 2024 | mondaq.com | Andrew J. Fawbush |Jordan Harcombe |Don A. Mazursky |J. David Putnal

On Tuesday, April 23, 2024, the Department of Labor (the "DOL") issued final regulations regarding investment fiduciary obligations and the definition of an "Investment Advice Fiduciary" (the "Final Regulations") under the Employee Retirement Income Security Act of 1974 ("ERISA"). We discussed the proposed fiduciary rules published in October in a past Client Alert. The Final Regulations take effect on September 23, 2024.

Apr 29, 2024 | jdsupra.com | Andrew J. Fawbush |Jordan Harcombe |Don A. Mazursky

On Tuesday, April 23, 2024, the Department of Labor (the “DOL”) issued final regulations regarding investment fiduciary obligations and the definition of an “Investment Advice Fiduciary” (the “Final Regulations”) under the Employee Retirement Income Security Act of 1974 (“ERISA”). We discussed the proposed fiduciary rules published in October in a past Client Alert. The Final Regulations take effect on September 23, 2024.

Nov 2, 2023 | jdsupra.com | Lisa Carrasco |Andrew J. Fawbush |Don A. Mazursky

Effective: January 1, 2024 The IRS has released the 2024 cost-of-living adjustments applicable to the dollar limitations on benefits and contributions of retirement plans and health and welfare benefit plans.  We recommend plan sponsors update their systems and formulas to include the limits that have been adjusted. Please see full Article below for more information.  Download PDF