Heather Monte
Associate
Heather Monte is an associate in the Tax and a member of the Employee Benefit and Executive Compensation Group.
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As previously discussed, the SECURE 2.0 Act of 2022 (“SECURE 2.0”) that was signed into law on December 29, 2022 as part of the 2023 Consolidated Appropriations Act includes a slew of changes for retirement plan sponsors and employers. One of the many changes is an end to the annual indexing of the PBGC’s variable … Continue Reading
SECURE 2.0 includes significant changes for retirement plan sponsors and employers, as discussed in our prior blog posts. If you are looking for a short summary organized by effective date, we have prepared a “pocket guide” chart, which can be downloaded here.… Continue Reading
On November 28, 2022, the Securities and Exchange Commission (the “SEC”) published the final clawback rules (the “Final Rules”) under the Dodd-Frank Wall Street Reform and Consumer Protection Act (“Dodd-Frank”) in the Federal Register. Now that the Final Rules have been published in the Federal Register, issuers should be aware of the following key deadlines[1]: … Continue Reading
Twelve years after the enactment of the Dodd-Frank Wall Street Reform and Consumer Protection Act, and many years after the Securities and Exchange Commission started considering regulations implementing the clawback provisions of Dodd-Frank, the SEC published the Final “Clawback” Rules (the “Final Rules”) on October 26, 2022. The Final Rules task national securities exchanges (“exchanges”) … Continue Reading
SECURE 2.0 Includes PBGC Premium Relief… for Some Plans
By Justin Alex and Heather Monte on Posted in Benefit Plan Compliance, Defined Benefit Pension Plans, PBGC, SECURE 2.0
Pocket Guide to SECURE 2.0
By Jennifer Rigterink, Alexis Rosett and Heather Monte on Posted in SECURE 2.0
