Miscellaneous/Retirement Plan Administration

Legislative | Regulatory | Judicial | Webinars | News Releases

LEGISLATIVE

Source Documents

Bill
Retirement Fairness for Charities and Educational Institutions Act (H.R. 3603)

Thursday, May 4, 2023

Bill
California State Bill 263 (draft)

Friday, February 17, 2023

Correspondence
New York Attorney General Letter to Congress Regarding Legislation to Protect Individual Retirement Accounts and Defined Contribution Plans from the Risks of Digital Assets

Tuesday, November 22, 2022

( 134 ) More

Council Materials

Council Summary
A Look at Key Committees in the 118th Congress

Tuesday, January 31, 2023 doc is secured, login to view or you may not have permissions under current account

Correspondence
Council Letter to Senate Finance Committee in Support of EARN Act

Tuesday, June 21, 2022

Chart
Chart of Provisions in the House-Passed Securing a Strong Retirement Act (H.R. 2954), Courtesy of Davis & Harman, LLP

Thursday, April 14, 2022 doc is secured, login to view or you may not have permissions under current account

( 90 ) More

REGULATORY

Source Documents

Correspondence
Senate Banking/House Financial Services Committee Letter to SEC Expressing Concerns with Hard 4 p.m. Close Proposal

Friday, April 28, 2023

Correspondence
Bipartisan House Ways and Means/Senate Finance Committee Letter to SEC Expressing Concerns with Hard 4 p.m. Close Proposal

Thursday, April 20, 2023

Correspondence
Rep. Virginia Foxx (R-NC) Letter to DOL Regarding Proposed Amendment to Prohibited Transaction Class Exemption 84-14 (QPAM Exemption)

Thursday, April 6, 2023

( 375 ) More

Council Materials

Comment Letter
Comment letter: Use of Forfeitures in Qualified Retirement Plans

Wednesday, May 31, 2023

SECURE 2.0 for IFEBP

Friday, May 19, 2023

Comment Letter
Council Comments to FTC Regarding Proposed Prohibition on Non-Compete Agreements

Wednesday, April 19, 2023

( 234 ) More

JUDICIAL

Source Documents

Legal Decision
U.S. District Court for the Eastern District of Virginia Decision in Hall v. Capital One

Wednesday, March 1, 2023

Legal Decision
U.S. District Court for the Eastern District of Virginia Decision in Tullgren v. Booz Allen Hamilton

Wednesday, March 1, 2023

Amended Complaint before the U.S. District Court for the Northern District of Texas (Amarello Division) in State Attorneys General v. DOL

Tuesday, February 28, 2023

( 31 ) More

Council Materials

Amicus Brief
Council Amicus Brief before the U.S. Fifth Circuit Court of Appeals in Michael Cloud v. The Bert Bell/Pete Rozelle NFL Player Retirement Plan

Thursday, December 1, 2022

Amicus Brief
Council Amicus Brief before the U.S. District Court for the Western District of Wisconsin in Abel, Auld & Pennington v. CMFG Life Insurance Company

Monday, November 14, 2022

Amicus Brief
Council Amicus Brief before the U.S. District Court for the District of Connecticut in Kistler & Lang v. Stanley Black & Decker

Friday, November 11, 2022

( 37 ) More

WEBINARS / NEWS RELEASES

WEBINARS

Benefits Briefing Presentation Slides: Update on Benefits Litigation

Wednesday, March 2, 2022 doc is secured, login to view or you may not have permissions under current account

Benefits Briefing Presentation Slides: Retirement Provisions That Could Be Included in the Upcoming House Reconciliation Bill

Thursday, September 2, 2021 doc is secured, login to view or you may not have permissions under current account

Benefits Briefing Presentation: Cybersecurity & Retirement Plans - What You Need to Know

Friday, May 21, 2021 doc is secured, login to view or you may not have permissions under current account

( 39 ) More

NEWS RELEASES

IRS Notice 2022-33: Extension of Retirement Plan and IRA Amendment Deadlines

Friday, August 5, 2022

Build Back Better Act runs risk of jeopardizing employer-provided benefits

Friday, October 1, 2021

Broad, bipartisan consensus on retirement policy underscores shared goals, urgency of action

Wednesday, December 9, 2020

( 20 ) More

Our Issues

Retirement : Miscellaneous/Retirement Plan Administration

LEGISLATIVE

Source Documents

Council Materials

REGULATORY

Source Documents

Council Materials

JUDICIAL

Source Documents

Council Materials

WEBINARS / NEWS RELEASES

WEBINARS

NEWS RELEASES