Diane M. Morgenthaler is a journalist who writes for Lexology. Her articles primarily focus on retirement plans, tax forms, and regulatory changes in the financial industry. Diane provides valuable insights and updates for professionals in the field, helping them navigate the complex landscape of retirement planning and compliance.
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Diane M. Morgenthaler's articles predominantly cover legal policy regulation, government announcements, and expert commentary within the business & industry and legal & compliance themes. Her focus is on retirement plans, 401(k), IRS, tax forms, and PBGC.
Given her coverage attributes focusing on legal policy regulation and government announcements in the context of retirement plans and related topics such as 401(k) accounts and tax regulations, individuals with expertise in these areas would be well-suited to provide insights or commentary for her articles.
Sources familiar with recent changes in laws or regulations pertaining to retirement plans would likely appeal to Diane given her emphasis on this area. Additionally, experts who can offer practical advice or case studies related to retirement planning may also find a receptive audience with Diane M. Morgenthaler based on her coverage trends.
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By: J. Christian Nemeth, William W. Hameline, Diane M. Morgenthaler
A Light in the Dark: Seventh Circuit Helps Clarify New Pleading Standards for 401(k) Fee Cases
By: Diane M. Morgenthaler, Jeffrey M. Holdvogt
Retirement plan sponsors need to utilize updated Form W-4P (for periodic pension and annuity payments) and new Form W-4R (for nonperiodic payments…
By: Dan O’Neil, Diane M. Morgenthaler, Todd A. Solomon
Acknowledging uncommon market conditions, the Pension Benefit Guaranty Corporation (PBGC) announced Technical Update Number 23-1 (the Update), which…
The proposed changes provide welcome clarity for plan sponsors but may require revisions to plan administration and legal plan documents.
The Pension Benefit Guaranty Corporation provided a welcome one-time waiver for some underfunded pension plans under Section 4010 of the Employee Retirement Income Security Act.
The new extensions apply to certain plan amendments for the Coronavirus Aid, Relief and Economic Security Act (CARES Act) and for the Taxpayer Certainty and Disaster Tax Relief Act of 2020 (Disaster Act).
The recent ruling in Albert v. Oshkosh Corp. reiterated that plaintiffs must allege both high fees and substandard services or performance in comparison to other similar 401(k) plans.
The IRS did not provide relief for all required amendments for the 2022 plan year.
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