U.S. Treasury Reverses Intent to Rule on Retiree Lump-Sum Windows

Today, the U.S. Department of the Treasury and the Internal Revenue Service released Notice 2019-18 stating that the agencies no longer intend to provide guidance stating that the inclusion of retirees in lump-sum window programs violates the Internal Revenue Code

ERIC Files Amicus Brief in Brotherston v. Putnam Investments

ERIC joined the U.S. Chamber of Commerce, the American Benefits Council, the Securities Industry and Financial Markets Association, the American Retirement Association, the National Association of Manufacturers, and the Business Roundtable in filing an amicus brief in the case Brotherston v. Putnam Investments