Insights — Cohen & Buckmann, P.C.

INSIGHTS

Posts in Qualified Retirement Plan

Cohen & Buckmann in the News

What are your responsibilities if you give rollover advice?

Fiduciary Advice, Qualified Retirement PlanCarol BuckmannAugust 27, 2018

Can Arbitration Shield You From 401(k) Class Actions?

Can Arbitration Shield You From 401(k) Class Actions?

Can Mandatory Arbitration Head Off Class Actions?

Fiduciary Advice, Qualified Retirement PlanCarol BuckmannAugust 21, 2018

Are Your Vendors Fiduciaries? Why Does It Matter?

Are Your Vendors Fiduciaries? Why Does It Matter?

What Hiring Non-Fiduciaries Means

Fiduciary Advice, Qualified Retirement PlanCarol BuckmannJuly 30, 2018

Avoid Audit Flags--How to Lower Your Plan's Audit Risk

Avoid Audit Flags--How to Lower Your Plan's Audit Risk

The largest plans aren’t the only ones selected for audit.

Qualified Retirement Plan, Fiduciary AdviceCarol BuckmannJune 26, 2018

Wrong Assumptions Plan Sponsors Make

Why common misconceptions about plans can get you into trouble.

Qualified Retirement Plan, Fiduciary AdviceCarol BuckmannJune 7, 2018

Have You Reviewed Your Recordkeeping Agreement Lately?

Have You Reviewed Your Recordkeeping Agreement Lately?

You shouldn’t be operating a plan in 2018 using an agreement signed in 1994.

Fiduciary Advice, Qualified Retirement PlanCarol BuckmannJune 4, 2018

Proceed With Caution: What To Do When Buying A Business That Contributes To A Multiemployer Plan

Proceed With Caution: What To Do When Buying A Business That Contributes To A Multiemployer Plan

Do You Know What Your Exposure Could Be?

Qualified Retirement PlanCarol BuckmannApril 11, 2018

Are Your Plan Files Complete? What an Auditor Will Want to See

Are Your Plan Files Complete? What an Auditor Will Want to See

Good plan files can make audits more painless. Here's what to keep.

Qualified Retirement Plan, Fiduciary AdviceCarol BuckmannFebruary 14, 2018

Don't Forget the ERISA Bond

Fiduciary Advice, Qualified Retirement PlanGuest UserJanuary 30, 2018

Five Plan Sponsor Resolutions for 2018

Qualified Retirement PlanCarol BuckmannJanuary 5, 2018

No Longer Adrift-New PBGC Options to Deal with Missing Participants

No Longer Adrift-New PBGC Options to Deal with Missing Participants

Fiduciary Advice, Qualified Retirement PlanCarol BuckmannJanuary 5, 2018

When Should You Call Outside Counsel?

Fiduciary Advice, Qualified Retirement PlanSandra CohenJanuary 5, 2018

Should Your 401k Plan Provide Hurricane Relief?

Should Your 401k Plan Provide Hurricane Relief?

Qualified Retirement PlanGuest UserJanuary 5, 2018

401k and 403b Contributions Still on the Chopping Block-Why It Matters

401k and 403b Contributions Still on the Chopping Block-Why It Matters

Compensation/Employment, Qualified Retirement PlanCarol BuckmannJanuary 5, 2018

The Wrong Policy at the Wrong Time-Is Your 401k Contribution Safe?

The Wrong Policy at the Wrong Time-Is Your 401k Contribution Safe?

Qualified Retirement PlanCarol BuckmannJanuary 5, 2018