Viewpoints by Claire M. Holland, ESQ., at John Hancock Retirement
Claire is an ERISA attorney in John Hancock’s benefits consulting group. In this position, she works to keep qualified and nonqualified retirement plans tax compliant from both a document and administrative standpoint. Among her specific duties, Claire advises plans on self-correction of operational and document failures, provides guidance on benefit matters associated with mergers and acquisitions, and serves as a technical expert within John Hancock and for its clients. On the regulatory front, she prepares and negotiates voluntary correction program and determination letter filings and assists clients with IRS and U.S. Department of Labor plan audits. Claire began her ERISA career in 1980 as a paralegal and became an attorney in 1986. She practiced at Goodwin Procter LLP before joining John Hancock in 2008. Claire earned a B.S. in History from the University of Oregon and her J.D. cum laude from Suffolk University Law School.
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IRS relaxes rules for obtaining spousal consent for 2020
IRS Notice 2020-42 creates a remote notarization process for retirement plan transactions that require spousal consent. This helps solve problems related to social distancing and COVID-19.
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