Employee Benefits and Executive Compensation: Preparing for 2027 — Retirement Plan Developments

Employee Benefits and Executive Compensation: Preparing for 2027 — Retirement Plan Developments

In this episode of Employee Benefits and Executive Compensation: Preparing for 2027, Troutman Pepper Locke attorneys Emily Zimmer and Constance Brewster discuss key retirement plan developments plan sponsors and fiduciaries should have on their radar heading into 2027. Topics include implementation of the SECURE 2.0 catch-up contribution rules, the upcoming Saver's Match program launching in 2027, the growing trend toward in-plan retirement income solutions and related fiduciary considerations, and critical plan administration checklist items such as mandatory auto-enrollment, long-term part-time employee eligibility, qualified long-term care distributions, and the looming December 31, 2026, SECURE 2.0 amendment deadline.

Listeners can find updates on Trump Accounts, executive compensation, and health and welfare plans in other episodes in the series.


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Employee Benefits and Executive Compensation: Preparing for 2027 — Health and Welfare Plan Developments

Employee Benefits and Executive Compensation: Preparing for 2027 — Health and Welfare Plan Developments

In this episode of Employee Benefits and Executive Compensation: Preparing for 2027, Troutman Pepper Locke attorneys Lynne Wakefield and Heather Heath Ryan explore the rapidly evolving health and welf...

30 Syys 31min

Employee Benefits and Executive Compensation: Preparing for 2027 — Trump Accounts

Employee Benefits and Executive Compensation: Preparing for 2027 — Trump Accounts

In this episode of Employee Benefits and Executive Compensation: Preparing for 2027, Jim Earle and Jeff Banish, attorneys in Troutman Pepper Locke’s Employee Benefits + Executive Compensation practice...

5 Elo 32min

Strategic Alignment With Collaboration Is Essential to a Life Sciences M&A Exit

Strategic Alignment With Collaboration Is Essential to a Life Sciences M&A Exit

As many life sciences companies prepare for strategic exits, existing collaboration partners can make or break the deal. Join Troutman Pepper Locke Partners Mindy Rudolph and Mandy Hassan as they disc...

6 Touko 6min

Employee Benefits and Executive Compensation Preparing for 2026 – Mandatory Roth and Optional Super Catch-Up Contributions

Employee Benefits and Executive Compensation Preparing for 2026 – Mandatory Roth and Optional Super Catch-Up Contributions

In this installment of our Employee Benefits and Executive Compensation Preparing For 2026 series, hosts Constance Brewster and Jeff Banish walk employers through the new rules on mandatory Roth catch...

4 Joulu 202531min

Key Advantages of Using REITs by Funds for Foreign Investors

Key Advantages of Using REITs by Funds for Foreign Investors

Welcome back to "The Tax Blueprint: Structuring Funds, Joint Ventures, and REITs." In the third episode of our three-part series, hosts Saba Ashraf, Aresh Homayoun, and Tom Phelan explore the advantag...

27 Loka 202519min

Employee Benefits and Executive Compensation Preparing for 2026 – Top Five Health and Welfare Updates

Employee Benefits and Executive Compensation Preparing for 2026 – Top Five Health and Welfare Updates

Join Lydia Parker and Laura Ferguson, partners in Troutman Pepper Locke's Employee Benefits + Executive Compensation Practice, as they discuss the top five health and welfare updates from 2025 to prep...

13 Loka 202523min

Key Advantages of Using REITs by Funds for Tax-Exempt Investors

Key Advantages of Using REITs by Funds for Tax-Exempt Investors

Welcome back to "The Tax Blueprint: Structuring Funds, Joint Ventures, and REITs." In the second episode of our three-part series, hosts Saba Ashraf, Aresh Homayoun, and Tom Phelan explore the unique ...

3 Loka 202512min

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