INSIGHTS

We share expert insights on executive compensation, retirement plans, fiduciary duties, and more.
Stay updated on the latest legal trends and practical advice for employers and executives.


 
Attention ERISA Fiduciaries: New Decision Shows the Hidden Risks of Incomplete SPDs

Less is not more when drafting SPDs. Leaving out important details can be an expensive mistake as this recent decision shows.

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Carol Buckmann Discusses the Fiduciary Training Gap on Be More Than a Fiduciary Podcast

Carol discusses the three qualities of an “intelligent fiduciary,” the importance of regular RFPs and service provider monitoring, prohibited transaction rules, Cunningham v. Cornell and emerging risks involving welfare benefit plans and pharmacy benefit arrangements.

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Firm NewsSandra Cohen
Cohen & Buckmann Publishes The Intelligent Fiduciary: A Plain-English Guide to ERISA Fiduciary Responsibilities

Carol Buckmann has published The Intelligent Fiduciary: Best Practices for Navigating ERISA’s Fiduciary Responsibilities, a plain-English guide for the people responsible for overseeing employee benefit plans.

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How Employee Benefits Shape M&A Transactions: Victoria Zerjav on Terms & Conditions Podcast

Partner Victoria Zerjav joined Letitia Silas on Conn Maciel Carey’s Terms & Conditions podcast to discuss how employee benefits issues are evaluated when companies are bought, sold or combined.

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Cohen & Buckmann Ranked in The Legal 500 US 2026 Guide

Cohen & Buckmann has again been recognized in The Legal 500 United States guide, earning a Band 4 ranking for Employee Benefits, Executive Compensation and Retirement Plans: Design.

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Firm NewsSandra Cohen
Chambers and Partners Ranks Cohen & Buckmann in 2026 USA Guide

Cohen & Buckmann has again earned Chambers and Partners rankings, with the firm and three of its attorneys highlighted in the 2026 USA guide for their work in employee benefits and executive compensation.

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Firm NewsSandra Cohen
Benefits in M&A Deals: What Buyers Should Do with a Target’s 401(k) Plan - Key Decisions for Buyers

When a buyer acquires a company – whether through a stock or asset transaction – one of the more consequential employee benefits decisions it will face is what to do with the target's 401(k) plan.

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Can’t See the Forest for the Trees? Top Plan Governance Mistakes and How to Fix Them

Every employee benefit plan needs roadmaps for compliance. Developing those requires seeing the big picture

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Alternative Investments and Your 401(k): How Broad is the New Safe Harbor’s Protection?

The Department of Labor has proposed a new safe harbor for 401(k) menu choices, including alternative investments. The hope is that the safe harbor will help to limit litigation against plan fiduciaries responsible for investments. How much of a shield could it provide?

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Privacy of Family Offices: Hidden Benefits Compliance Risks

Too much secrecy can lead family offices to miss controlled-group status—impacting ERISA obligations, ACA mandates, and 401(k) testing. Here’s how to balance privacy with compliance.

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What’s Old is New Again-the Five Part Fiduciary Test is Back

What does the end of efforts to revise the fiduciary rule mean for plan sponsors? Although the old rules apply, plan sponsors can still make sure that they hire advisers who accept and acknowledge their fiduciary responsibilities.

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Cohen & Buckmann Welcomes Partner Victoria Zerjav to Lead M&A ECEB Practice

Victoria H. Zerjav has joined Cohen & Buckmann as a partner. Zerjav brings more than 20 years of experience advising on the compensation structures that sit at the center of mergers, leadership transitions and executive negotiations. 

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Firm NewsSandra Cohen