Insights — Cohen & Buckmann, P.C.

INSIGHTS

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

Fiduciaries, Protect Yourselves--Hire a Great Adviser

Fiduciaries, Protect Yourselves--Hire a Great Adviser

Protect yourselves even if the government doesn’t.

Fiduciary AdviceCarol BuckmannMay 30, 2018

Hydras and the Fiduciary Rule: Why We May Still Have New Advice Standards

Hydras and the Fiduciary Rule: Why We May Still Have New Advice Standards

Why the move to strengthen fiduciary standards is not dead.

Fiduciary Advice, Investment Adviser LawCarol BuckmannMay 14, 2018

Plan Fiduciaries: Accused of a Breach? Don't Be Left Out in the Cold

Plan Fiduciaries: Accused of a Breach? Don't Be Left Out in the Cold

Fiduciaries should understand how insurance and indemnification work.

Fiduciary AdviceCarol BuckmannMay 3, 2018

SEC Proposes Fiduciary Rule "Lite": What It Does and Doesn't Do

SEC Proposes Fiduciary Rule "Lite": What It Does and Doesn't Do

The SEC proposal’s scope.

Investment Adviser Law, Fiduciary AdviceCarol BuckmannApril 26, 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

Preparing for IPO: Navigating Stock Plan Challenges

Preparing for IPO: Navigating Stock Plan Challenges

Part Two: Preparing for IPO: Navigating the Stock Option Plan Challenges

Compensation/Employment, Equity PlansSandra CohenApril 9, 2018

Preparing for IPO: A Tune Up for Stock Option Plans

Preparing for IPO: A Tune Up for Stock Option Plans

Part One: Preparing for IPO: Tuning Up the Stock Option Plan.

Compensation/Employment, Equity PlansSandra CohenApril 9, 2018IPO, Preparing Stock Plan for IPO

Do You Review Your Investment Advisor?

Don't forget this important review.

Fiduciary AdviceCarol BuckmannMarch 28, 2018

The Fiduciary Rule-Reports of Its Death Are Greatly Exaggerated

The Fiduciary Rule-Reports of Its Death Are Greatly Exaggerated

The future of the Fiduciary Rule and heightened conduct standards is yet to be determined,

Fiduciary AdviceCarol BuckmannMarch 22, 2018

Free Guide: The Intelligent Fiduciary - All New 2018 Series

Free Guide: The Intelligent Fiduciary - All New 2018 Series

Fiduciary AdviceSandra CohenMarch 1, 2018

Audit Your Plan-Before the IRS or DOL Do

Audit Your Plan-Before the IRS or DOL Do

Don't Wait Until the IRS or DOL Come Knocking

Carol BuckmannFebruary 28, 2018

Fiduciary Liability Insurance---Why You May Need It

Fiduciary Liability Insurance---Why You May Need It

Fiduciaries May Not Already Be Covered

Fiduciary AdviceCarol BuckmannFebruary 20, 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

The Gift of Time: U.S. Tax Relief For Private Company Equity Awards - New Code Section 83(i)

The Gift of Time: U.S. Tax Relief For Private Company Equity Awards - New Code Section 83(i)

New Code Section 83(i) allows deferred tax on some private company equity awards.

Compensation/EmploymentSandra CohenFebruary 11, 2018Section 83(i), Deferred Compensation, Equity Plans, Employee Stock Plans