IRS Provides Guidance to Retirement Plans, Health and Welfare Plans Reflecting Obergefell

Présentation


Todd Solomon said that while new IRS guidance on the application of federal tax law to employee benefit plans “provides some additional clarifications regarding the treatment of same-sex spouses under tax-qualified plans and welfare plans,” it “does not provide any surprises or obvious ‘to do’s’ for benefit plan sponsors [and] is welcome in the sense that it specifically blesses many of the actions plan sponsors have already taken.”