David Levine

Principal - Groom Law Group - Employee Benefits / Retirement Law Firm

[David Levine @dnlevine]

"The Fiduciary Regulation: Should We All Take A Moment? @dnlevine on @LinkedIn https://t.co/eE8ZXlzzRX

[David Levine @dnlevine]

"Has ERISA Litigation Gone Off The Rails? Is It Time To Fight?" by @dnlevine on @LinkedIn https://t.co/nNo0d4dHHC

[David Levine @dnlevine]

"MEPs Ahoy! Where Is The Ship Headed?" by @dnlevine on @LinkedIn https://t.co/hFKLiLL1b2

[David Levine @dnlevine]

Supreme Court Clarifies How Stock Drop Claims Have To Be Pled (and Makes It A Bit Harder). https://t.co/q76LIl7G0g

[David Levine @dnlevine]

"Financial Wellness - Where Is It Going?" on @LinkedIn https://t.co/TwO51kduHv

[David Levine @dnlevine]

"Is This The Year That Health and Retirement Converge?" on @LinkedIn https://t.co/Mp9T8jEOO0

[David Levine @dnlevine]

2016 Retirement Plan Litigation - What Does It Hold? https://t.co/q5TggXb8Nu

[David Levine @dnlevine]

Long absence . . . volume submitter 5307 2 year filing window ending in time

[David Levine @dnlevine]

IRS today issues governmental plan remedial amendment timing relief - good improvement with some open questions remaining.

[David Levine @dnlevine]

FBAR - Is IRS FBAR transition relief enough for plans? Or is compliance still very complex?

[David Levine @dnlevine]

IRAs - Start planning for plan change now? Uncapped Roth conversions means smaller 401(k)s. Impact on asset based fees?

[David Levine @dnlevine]

FBAR - More relief. Pension plan/governmental relief next?
http://www.groom.com/resources-413.html

[David Levine @dnlevine]

Relatively quiet August day - Good time to plan ahead - many PPA end-of-year amendments needed December 31. Cafeteria regs too?

[David Levine @dnlevine]

Pub Plans - SEC proposed "pay to pay" rules for governmental entities are out. Cmts due in Oct. http://www.groom.com/resources-412.html

[David Levine @dnlevine]

403(b) Transition Relief - "involvement" of employer for purposes of DOL transition relief - where is the line is the question?

[David Levine @dnlevine]

Exec Comp - Say on Pay passes house but Senate action unclear. Health care still the priority for now.

[David Levine @dnlevine]

403(b) 5500 Relief - Very helpful - what type of "involvement" in old contracts do you have?
http://www.groom.com/resources-410.html

[David Levine @dnlevine]

August 1 tomorrow - required 401(k)/pension amendments could be due in a little less than a month.

[David Levine @dnlevine]

Another day, more FBAR news - employee plans guidance on FBAR coming very soon?

[David Levine @dnlevine]

Benefit plan carve out from FBAR? http://www.groom.com/resources-411.html