Some people are under the impression, and several articles have indicated, that the final Roth catch-up regulations issued on September 14, 2025 extended the deadline for complying with the Roth catch-up rules. This is not true.
Final Regulations. The final regulations are effective for taxable years beginning after December 31, 2026. However, this does
You may have noticed that The Benefit of Benefits Blog looks different. That is because it has been re-designed to match the branding of my new law firm. I am very pleased to have joined the ERISA and Employee Benefits Attorneys at Trucker Huss effective March 21, 2023. With more than 30 legal professionals, Trucker Huss
Just before Thanksgiving the United States Supreme Court decided not to hear the appeal of the plaintiff in Teets v. Great-West Life & Annuity Ins. Co., (U.S., No. 19-382, certiorari denied 11/25/190). The issue in the case was whether Great-West entered into a prohibited transaction when contracting with plans to permit participants to invest