Hot Off the Presses: Latest 401(k) Trends & Developments

By Diane Morgenthaler and Jeffrey Holdvogt on June 13, 2019

Posted In Employee Benefits, Retirement Plans

Diane M. Morgenthaler and Jeffrey M. Holdvogt recently presented the webinar “Student Loan Benefits and Other 401(k) Developments” at the Worldwide Employee Benefits Network Chicagoland program. In the presentation, they discussed a variety of new 401(k) trends and developments, including:

Employer options for student loan benefits and related considerations;
The IRS’s recent expansion of its determination letter program to certain hybrid and merged plans; and
New changes to EPCRS, the IRS’s comprehensive program for correcting tax-qualified plan failures.

For more information on these and other developments, please see our On the Subjects on the SECURE Act and the changes to EPCRS.

View the full presentation.

Tags: 401(k) plans, determination letter program, EPCRS, hybrid plans, loan failures, merged plans, PLR, Retirement Parity for Student Loans Act, Retirement Security and Savings Act, retroactive amendments, self-correction, student loan benefits

Diane Morgenthaler
Diane M. Morgenthaler focuses her practice on employee benefits and executive compensation. She represents clients in matters before the US Internal Revenue Service, the Department of Labor and the Pension Benefit Guaranty Corporation. Diane serves as employee benefit counsel to Fortune 500 corporations and other global corporations, and represents both public and private clients. She regularly designs and implements a variety of employee benefit plans and programs. Diane has extensive experience in employee benefit issues involved in acquisitions, reorganizations and divestitures and in the design of employee benefits plans following such transactions. She also advises clients in matters involving multi-employer withdrawal liability, fiduciary liability and benefit claims.

Jeffrey Holdvogt
Jeffrey (Jeff) M. Holdvogt regularly counsels public and privately held companies and tax-exempt organizations on a wide range of employee benefits matters. These include the design and administration of complex pension, 401(k) and 403(b) plans, nonqualified and executive deferred compensation arrangements, fiduciary and plan investment issues under the Employee Retirement Income Security Act (ERISA), internal compliance reviews and voluntary correction filings, and benefit plan matters arising from mergers and acquisitions, as well as other ongoing day-to-day retirement and executive compensation issues. Read Jeff Holdvogt's full bio.

Hot Off the Presses: Latest 401(k) Trends & Developments

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