David Levine @dnlevine
Principal - Groom Law Group - Employee Benefits / Retirement Law Firm groom.com/attorneys-12.h… Washington DC Joined July 2009-
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"The Fiduciary Regulation: Should We All Take A Moment? @dnlevine on @LinkedIn linkedin.com/pulse/fiduciar…
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"Has ERISA Litigation Gone Off The Rails? Is It Time To Fight?" by @dnlevine on @LinkedIn linkedin.com/pulse/has-eris…
"MEPs Ahoy! Where Is The Ship Headed?" by @dnlevine on @LinkedIn linkedin.com/pulse/meps-aho…
Supreme Court Clarifies How Stock Drop Claims Have To Be Pled (and Makes It A Bit Harder). lnkd.in/br4SbRW
"Financial Wellness - Where Is It Going?" on @LinkedIn linkedin.com/pulse/financia…
"Is This The Year That Health and Retirement Converge?" on @LinkedIn linkedin.com/pulse/year-hea…
2016 Retirement Plan Litigation - What Does It Hold? linkedin.com/pulse/401k-lit…
Long absence . . . volume submitter 5307 2 year filing window ending in time
IRS today issues governmental plan remedial amendment timing relief - good improvement with some open questions remaining.
FBAR - Is IRS FBAR transition relief enough for plans? Or is compliance still very complex?
IRAs - Start planning for plan change now? Uncapped Roth conversions means smaller 401(k)s. Impact on asset based fees?
FBAR - More relief. Pension plan/governmental relief next? http://www.groom.com/resources-413.html
Relatively quiet August day - Good time to plan ahead - many PPA end-of-year amendments needed December 31. Cafeteria regs too?
Pub Plans - SEC proposed "pay to pay" rules for governmental entities are out. Cmts due in Oct. http://www.groom.com/resources-412.html
403(b) Transition Relief - "involvement" of employer for purposes of DOL transition relief - where is the line is the question?
Exec Comp - Say on Pay passes house but Senate action unclear. Health care still the priority for now.
403(b) 5500 Relief - Very helpful - what type of "involvement" in old contracts do you have? http://www.groom.com/resources-410.html
August 1 tomorrow - required 401(k)/pension amendments could be due in a little less than a month.
Another day, more FBAR news - employee plans guidance on FBAR coming very soon?
Benefit plan carve out from FBAR? http://www.groom.com/resources-411.html
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