Joanne Jacobson, JD, LLM

About Joanne Jacobson, JD, LLM

Joanne Jacobson, a Principal in the Knowledge Resource Center of Xerox HR Services, consults with public companies, closely held businesses, and tax-exempt organizations on the design, implementation, administration and governance of tax-qualified retirement plans, nonqualified deferred compensation plans, equity compensation programs, and executive employment and separation agreements.

SEC Reconsiders CEO Pay Ratio Rule Implementation

Volume 40 | Issue 23
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The SEC announced their intent to reconsider implementation of the CEO pay ratio rule and requested comments

Retirement Plans – 2017 Winter Recap

Volume 40 | Issue 21
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This FYI Roundup recaps recent defined benefit and defined contribution retirement plan developments since our August

Window for Fixing Current 403(b) Document to Close in 2020

Volume 40 | Issue 18
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IRS will allow 403(b) plan sponsors until March 31, 2020 to correct document defects and/or

By |Jan 27, 2017|FYI, US, Wealth|
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    Target Date Fund with Annuity that Restricts Transfers May be Prudent Default Investment (but not QDIA)

Target Date Fund with Annuity that Restricts Transfers May be Prudent Default Investment (but not QDIA)

Volume 40 | Issue 15
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The DOL recently concluded that a target date fund with a fixed guaranteed annuity restricting

By |Jan 25, 2017|FYI, US, Wealth|
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    IRS OKs Use of Forfeitures as QNEC/QMAC/Safe Harbor Contributions

IRS OKs Use of Forfeitures as QNEC/QMAC/Safe Harbor Contributions

Volume 40 | Issue 10
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Proposed IRS changes to 401(k) regulations will allow employers to use forfeitures as qualified nonelective

By |Jan 18, 2017|FYI, US, Wealth|
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    DOL Clarifies Fiduciary Standards on Proxy Voting and Investment Policies

DOL Clarifies Fiduciary Standards on Proxy Voting and Investment Policies

Volume 40 | Issue 06
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In response to concerns that prior guidance has unduly discouraged fiduciaries from exercising shareholder rights,

Supreme Court to Address Church Plan Definition

Volume 39 | Issue 152
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In recent years, participants and beneficiaries in retirement plans maintained by certain church-affiliated, tax-exempt

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    2017 Planning for ERISA Single-Employer Defined Benefit Plan Operations

2017 Planning for ERISA Single-Employer Defined Benefit Plan Operations

Volume 39 | Issue 137
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The calendar provided in this FYI In-Depth will help you set up your own

IRS Updates Plan Corrections Procedure

Volume 39 | Issue 122
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IRS issued a new revenue procedure, effective January 1, 2017, governing employee plan corrections

By |Oct 21, 2016|FYI, US, Wealth|
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    PBGC Proposes to Change, Expand Its Missing Participant Program for Terminated Plans

PBGC Proposes to Change, Expand Its Missing Participant Program for Terminated Plans

Volume 39 | Issue 112
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Proposed regulations would open PBGC’s existing missing participant program in 2018 to terminated defined

PBGC Finalizes Reduced Late Premium Payment Penalties

PBGC Finalizes Reduced Late Premium Payment Penalties

By |Sep 22, 2016|FYI, US, Wealth|

IRS Extends Temporary Nondiscrimination Relief for Closed DB Plans Through 2017

IRS Extends Temporary Nondiscrimination Relief for Closed DB Plans Through 2017

Retirement Plans – 2016 Summer Recap

Retirement Plans – 2016 Summer Recap

IRS Addresses Questions on Nonqualified Deferred Compensation Plans

IRS Addresses Questions on Nonqualified Deferred Compensation Plans

No Surprises in IRS Final Roth After-Tax Allocation Regulation

No Surprises in IRS Final Roth After-Tax Allocation Regulation

By |May 19, 2016|FYI, US, Wealth|

PBGC Announces New Maximum Penalties

PBGC Announces New Maximum Penalties

By |May 17, 2016|FYI, US, Wealth|

PBGC Proposes Reduced Late Premium Filing Penalties

PBGC Proposes Reduced Late Premium Filing Penalties

By |Apr 28, 2016|FYI, US, Wealth|

SEC and DOL See Eye to Eye in Stock-Drop Case

SEC and DOL See Eye to Eye in Stock-Drop Case

PBGC Finalizes Changes to 4010 Annual Financial Reporting

PBGC Finalizes Changes to 4010 Annual Financial Reporting

By |Mar 25, 2016|FYI, US, Wealth|

DOL Focuses Audits on Failure to Make Timely Payments to Participants

DOL Focuses Audits on Failure to Make Timely Payments to Participants

By |Mar 15, 2016|FYI, US, Wealth|

Beware FICA Audits, Settlements, and Other Horror Stories

Beware FICA Audits, Settlements, and Other Horror
Stories

IRS Proposes Normal Retirement Age Rules for Governmental Plans

IRS Proposes Normal Retirement Age Rules for Governmental Plans

By |Feb 16, 2016|FYI, US, Wealth|

Retirement Plans – 2016 Winter Recap

Retirement Plans – 2016 Winter Recap

Church Plans Update

Church Plans Update

By |Jan 12, 2016|FYI, US, Wealth|