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Stephen Kraus on Muck Rack

Stephen Kraus

As seen in: Medium, Wiley, VentureBeat, Ad Age, MediaPost, Search Engine Watch, JD Supra, Digital Commerce 360, Bright Lights Film Journal, UroToday
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Articles

Insurer Allowed to Benefit From Foreign Tax Credits Distributed by Underlying Funds | JD Supra

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By Stephen Kraus
| JD Supra
The Eleventh Circuit Court of Appeals recently held that a life insurance company did not breach its fiduciary duties by retaining the benefits that it derived from foreign tax credits. The plaintiffs argued that, under ERISA, the insurer had a fiduciary duty to pass those benefits back to certain retirement plans.
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IRS Clarifies Application of Required Minimum Distribution Rules to Inherited Retirement Accounts | JD Supra

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By Gina Alsdorf, Stephen Kraus
| JD Supra
The Secure Act, passed in 2019 and updated in 2022, made significant changes to the required minimum distribution (RMD) rules applicable to qualified retirement plans, IRAs, 403(b) plans, and other eligible deferred compensation plans.
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DOL Fiduciary Rule Saga Continues: 2024 Fiduciary Rule Halted by Texas District Courts | JD Supra

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By Gina Alsdorf, Stephen Kraus
| JD Supra
The Federation of Americans for Consumer Choice v. Department of Labor case was the first case challenging the Department of Labor’s 2024 retirement security rule defining who is an investment advice fiduciary. It was followed quickly by American Council of Life Insurers v. Department of Labor, filed by nine insurance trade associations.
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