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SCOTUS: Church-Affiliated Plans are Exempt from ERISA

ERISA

By Donna Wolfson

On June 5, 2017, the Supreme Court unanimously ruled that religiously affiliated non-profit plans are exempt from ERISA even if the church did not originally ... read more >

Roth 401(k) Trivia: What You May Not Know

401(k) plans have been around since 1981; however, the conception for the establishment of such plans was included in the Revenue Act of 1978 whereby Congress ... read more >

IRS Issues Documentation Requirements for Employee Benefit Plan Hardship Withdrawals

Benefits

By Donna Wolfson

In a February 23, 2017 memorandum to its agents, the IRS did an about-face regarding the documentation that plan participants must provide to enable them ... read more >