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  • New IRS Correction Rules for Retirement Plans (October 13, 2021)
  • 403(b) and 457(b) Plan Compliance Challenges: Avoiding Pitfalls in Plan Design and Administration (August 27, 2019)
  • Avoiding Fringe Benefit Pitfalls: Tax Traps, De Minimis Rules, Correction Procedures, Fiduciary Risks (April 2, 2019)
  • Recent Developments in Benefits/Executive Compensation Affecting Tax Exempt Organizations (February 15, 2018)
  • Overview of the Tax Cuts and Jobs Act: What Individuals and Business Owners Need to Know (February 1, 2018)
  • Navigating Pension and Annuity Payments: General Rule and Taxation Guidelines (December 18, 2017)
  • Outlook on Employee Benefits (April 24, 2017)
  • Phased Retirement Programs: Exploring the Issues (December 5, 2016)
  • Federal Law Update, 2003-2004 (October 12, 2004)
  • Key Legislative and Tax Changes That Impact The Performance Of Your Fund (October 5, 2004)
  • Eligible 457 Plans: What’s New? (September 10, 2004)
  • Governmental Plans Update (2003-2004) (September 9, 2004)
  • 457 Update, Including New Regulations, for 2001-2002 (September 13, 2002)
  • Governmental Plans Update (2001-2002) (September 12, 2002)
  • From Defined Benefit to Defined Contribution and Other 2001 Trends in Governmental Plans (December 7, 2001)
  • 2001 Developments in 457(b) Plans of State and Local Governments (December 6, 2001)
  • Public Retirement Systems: Effect of EGTRRA, USERRA, domestic partnership developments, and recent cases (October 2, 2001)
  • Effect of EGTRRA on Public Retirement Systems (June 28, 2001)
  • DROP/Phased Retirement Arrangements, 457 Matches, and Other Current Trends in Governmental Plans (February 14, 2001)
  • Deferred Retirement Option Plans (“DROP Plans”) (October 2, 2000)
  • Pick-Up Issues (September 15, 2000)
  • The Issues Institutional Investors Face in Doing Social Investing (May 12, 2000)
  • Highlights of the 403(b) Examination Guidelines, as Adopted by the Internal Revenue Service, May, 1999 (June 23, 1999)
  • Taxation of Service-Connected and Non-Service-Connected Disability Benefits under Governmental Plans (December 12, 1998)
  • Excess Benefit Plans (October 8, 1998)
  • Uniformed Services Employment and Reemployment Rights Act (“USERRA”), 38 U.S.C. §§ 4301 et seq.: the employee benefits aspects (October 8, 1998)
  • The Pomeroy Rollover Legislation (H.R. 3503) (June 30, 1998)
  • Purchased Service Credit (January 16, 1998)
  • Nondiscrimination Rules for Public Pension Funds (June 30, 1997)
  • Medical Savings Accounts (May 21, 1997)

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Copyright © 1998 - 2023 by Carol V. Calhoun

The opinions posted on this site are my own and do not necessarily represent my law firm's position, strategies, or opinions. The contents of this site, including all articles, opinions, and other postings, are offered for informational purposes only and should not be construed as legal advice. A visit to this site or an exchange of information through this site does not create an attorney-client relationship. You should consult directly with an attorney for individual advice regarding your particular situation. I am not your lawyer under any circumstances.

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