IA Advertising: SEC’s DOE wants advisers to see the forest AND the trees – review those ads at least twice and from more than one angle. Recent exams results warn advisers not to use advertisements that are (i) materially misleading, (ii) not fair and balanced and/or (iii) including facts that can’t be substantiated.
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Congratulations to Carol Buckmann, Co-Founder of Cohen & Buckmann, on her appointment to the 2024 Law360 Benefits Editorial Advisory Board. With her extensive experience in ERISA law and dedication to sharing industry insights, Carol will undoubtedly enrich Law360's coverage of employee benefits.
Read MoreThe FTC finalized its rule banning most non-compete contracts nationwide. This is expected to draw immediate litigation.
Read MoreWhat does a retirement plan self-audit have in common with routine auto maintenance? You really should not put it off until later! There is a big financial benefit to employers who find and fix their plan problems before the IRS and DOL do!
Read MorePlan fiduciaries need to secure in-house data and investigate their outside vendors’ procedures.
Read MoreCohen & Buckmann Expands, Welcomes Gretchen Harders from Epstein Becker & Green
Read MoreSECURE 2.0 allows non-highly compensated employees to contribute to emergency savings accounts. The IRS and the Department of Labor have now issued guidance clarifying the rules.
Read MoreWhen a New York employer tries to enforce a Non-Compete agreement under Delaware law, beware! The waters on the Delaware river just got rougher!
Read MorePlaintiffs want a retrial to change a jury’s determination that there were no damages from a fiduciary breach involving Yale’s retirement plan. The DOL supports them. Which standard applies?.
Read MoreThe webinar will discuss state retirement savings plan mandates, employer-sponsored plan options that can provide larger benefits than state programs, and tax incentives available to small businesses adopting new plans.
Read MoreMost new plans will be required to have auto-enrollment and auto-escalation beginning in 2025. The “grab bag” guidance in Notice 2024-02 addresses how this requirement will be applied to mergers and spinoffs, but leaves other basic questions unanswered.
Read MoreClarification of the rules for electing Roth employer contributions should spur more plan sponsors and vendors to consider allowing them.
Read MoreHere are some developments that could change things for the better in 2024.
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