Jeff Mamorsky

Paid FICA Taxes on Severance Pay? Claim a Refund Now
Tax

Paid FICA Taxes on Severance Pay? Claim a Refund Now

For many companies that paid such taxes, looming statutes of limitation mean there’s no time to waste following a court decision that may result in a refund.
By Jeff Mamorsky | October 23, 2012
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Giant Gift for Pension-Plan Sponsors
Retirement Plans

Giant Gift for Pension-Plan Sponsors

A new law that allows employers to use more stable projected interest rates when calculating pension-funding levels may save them millions of dollars.
By Jeff Mamorsky | August 13, 2012
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Court Decision on Health Care to Trigger Compliance Frenzy
Regulation

Court Decision on Health Care to Trigger Compliance Frenzy

No more waiting on the sidelines. It’s time to get ready to implement upcoming provisions of the Affordable Care Act and assess the financial fallout.
By Jeff Mamorsky | July 6, 2012
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Time’s Up on 401(k) Fee-Disclosure Compliance
Risk Management

Time’s Up on 401(k) Fee-Disclosure Compliance

With the new regulations set to take effect on July 1, new potential breaches of fiduciary duty are looming.
By Jeff Mamorsky | May 15, 2012
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Company Hit for $35 Million in 401(k) Fee Case
Risk Management

Company Hit for $35 Million in 401(k) Fee Case

Among other breaches of fiduciary duty, ABB Inc. failed to monitor recordkeeping fees and revenue-sharing payments to its retirement plan's trust company.
By Jeff Mamorsky | April 11, 2012
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DoL Gets Tough on Retirement-Plan Enforcement
Risk & Compliance

DoL Gets Tough on Retirement-Plan Enforcement

New rules will soon be proposed to provide stronger protections against fiduciary negligence, and plan sponsors should aim to divert some obligations to plan providers.
By Jeff Mamorsky | March 19, 2012
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New Rules Wreak Havoc for Retirement-Plan Sponsors
Retirement Plans

New Rules Wreak Havoc for Retirement-Plan Sponsors

Come July, newly required disclosures by plan service providers could translate to headaches for CFOs.
By Jeff Mamorsky | February 21, 2012
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DOL Makes Nice on ‘Investment Advice’
Retirement Plans

DOL Makes Nice on ‘Investment Advice’

Plan sponsors and committees can now help plan participants allocate their retirement funds.
By Jeff Mamorsky | January 17, 2012
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What’s a “Fiduciary”? Keep Fingers Crossed
Retirement Plans

What’s a “Fiduciary”? Keep Fingers Crossed

Pressure from companies and finance firms will result in a new, business-friendly definition of the word as it pertains to retirement plans. At least, let's hope so.
By Jeff Mamorsky | October 18, 2011
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