How Will the SECURE Act Affect Plan Distributions? New Rules Challenge Sponsors and Recordkeepers in 2020

New SECURE Act distribution rules require changes in plan administration. Sponsors and service providers need to be ready to implement them.

401kTV Article, “SECURE Act Changes for Retirement Plan Sponsors,” Focuses on Cohen & Buckmann Blog that Analyzes the SECURE Act

401kTV published an article that discusses the recent Cohen & Buckmann Insights blog that analyzes the SECURE Act, the most comprehensive pension reform since 2006.

Qualified Retirement PlanCarol BuckmannJanuary 21, 2020SECURE Act

I Sponsor – or Want to Sponsor – a 401(k) Plan – How Will the SECURE Act Affect Me?

You can take advantage of many SECURE Act benefits in 2020. This post highlights some new rules for 401(k) plans.

Qualified Retirement Plan, SECURE ActCarol BuckmannDecember 26, 2019SECURE Act

Enhanced Retirement Provisions: The SECURE Act Signed into Law

The SECURE Act is the most comprehensive U.S. retirement plan legislation since 2006.

Qualified Retirement Plan, SECURE ActSandra CohenDecember 23, 2019SECURE Act, IRA, 401(k) plans, MEPs, PEPs

Cohen & Buckmann Honored with National and Regional Rankings in the 2020 U.S. News and Best Lawyers “Best Law Firms”

Cohen & Buckmann is ranked in the 2020 U.S. News and Best Lawyers “Best Law Firm” lists in the area of Employee Benefits (ERISA) Law

Sandra CohenDecember 19, 2019

Carol Buckmann Contributes to The PenChecks Blog with Article on Fiduciaries and Cybersecurity

Can your plan records be hacked? Plan fiduciaries need to focus on cybersecurity:

Fiduciary Advice, Investment Adviser Law, Qualified Retirement PlanSandra CohenDecember 15, 2019

CCOs: Preparing for the New Advertising Rule

The SEC's proposed new advertising rule presents significant changes for RIAs' Policies, Procedures, Books & Records requirements and testing.

Investment Adviser LawLauri LondonDecember 12, 2019

Sun Capital Partners Wins Appeal, But Decision May Not Help Private Equity Funds

Why Investment Funds Should Still Be Concerned About Pension Liability

Qualified Retirement PlanCarol BuckmannDecember 1, 2019Sun Capital Partners

Cybertheft of 401(k) Plan Assets-New Case Highlights Fiduciary Exposure

Fiduciaries ignore cybersecurity at their peril. A new lawsuit puts a spotlight on the risks.

Fiduciary Advice, Qualified Retirement PlanCarol BuckmannOctober 28, 2019

How to Make Money from Your Side Hustle . . . And Keep Your Day Job

We’re lawyers but we’re also entrepreneurs. We applaud your efforts to pursue your passion, but we want to share some guidelines on how to go for it.

Compensation/EmploymentSandra CohenOctober 14, 2019

Does the SEC Expect Investment Advisers to Make a Sweeping Compliance Upgrade?

The SEC thinks that it “clarified” Reg BI when it published a new 42-page interpretation. But to us, it looks like investment advisers may need to make a wholesale upgrade of compliance programs. Read more…

Investment Adviser Law, Fiduciary AdviceLauri LondonOctober 11, 2019