Craig Harrell

Ask Nyhart articles written by Craig:

• IRS Answers Questions at Recent Benefits Conference

  Recently the IRS had a question and answer session at the 2013 Los Angeles Benefits Conference.  These were questions that were submitted by attendees and the IRS officials gave their [...]

• 2012 Taxpayer Relief Act Includes Retirement and Health & Welfare Provisions

  The American Taxpayer Relief Act of 2012 (also referred to as “fiscal cliff” legislation), recently signed into legislation by President Obama, contained some pertinent retirement and health & welfare provisions, [...]

• Campaign to Save 401(k) Plans

  Now that the elections are over, Congress is beginning to work on tax reform. In an effort to reduce the federal deficit, Congress is considering a cut to the contribution [...]

• Initial Fee Disclosures are Completed – Now What?

  Now that plan sponsors have received the required fee disclosures under ERISA Section 408(b)(2) and have distributed to participants their fee disclosures under ERISA Section 404(a)(5), the question now is [...]

• Can disclosure be made electronically under the ERISA §404(a)(5) Regulations?

  Yes.  Plan-related information included in the participant benefit statements may be disclosed electronically under the electronic distribution rules that apply to benefit statements. However, investment-related information, while it may be [...]