What Are the New Rules for Rollover Advice?

Advisers must follow new rules when giving rollover advice.

Abbott Defendants are Dismissed from Cybertheft Lawsuit-At Least for Now

A preliminary decision has just been issued in a potentially significant case on plan cybertheft.

Fiduciary Advice, Qualified Retirement PlanCarol BuckmannOctober 7, 2020

Buy, Sell or Hold: Is Now the Right Time to Sell a Business?

Want to learn more about the M&A process before selling your business? Join this FREE webinar series to learn about business valuations, building your dream team of professionals and other business transaction tips.

Sandra CohenOctober 1, 2020

Pensions & Investments Article Quoting Carol Buckmann Highlights Target-Date Fund Risks and Volatility

Carol Buckmann weighs in on the Pensions & Investments article that highlights target-date fund risks and volatility.

Will 2020 Be a Banner Year for 401(k) Litigation? How Fiduciaries Can Protect Themselves

2020 has seen a surge in ERISA litigation. Here are 10 steps fiduciaries can take to protect themselves?.

Elizabeth Drigotas to Speak at Practicing Law Institute Executive Compensation Event

Elizabeth Drigotas will be speaking at the Practicing Law Institute program, “Hot Issues in Executive Compensation 2020,” on September 9, 2020.

Compensation/Employment, COVID-19, Firm NewsElizabeth DrigotasSeptember 3, 2020Executive Compensation, COVID-19

IRS Clarifies Rules for Delayed Pension Contributions

The CARES Act permits plan sponsors with defined benefit pension contributions due in 2020 to delay their contributions until January 1, 2021. IRS has just clarified the rules that apply to delayed contributions.

Sandra Cohen and Carol Buckmann Named to Best Lawyers in America® in Employee Benefits (ERISA) Law

Sandra Cohen & Carol Buckmann named to the 2021 Best Lawyers in America.

Firm NewsSandra CohenAugust 24, 2020Employee Benefits, Executive Compensation, ERISA

Elizabeth Drigotas to Speak at Worldwide Employee Benefits Network Event About COVID-19 and the New Workplace

Elizabeth Drigotas to speak on COVID-19 and the new workplace on September 17, 2020.

COVID-19, Firm News, WorkplaceElizabeth DrigotasAugust 17, 2020COVID-19, coronavirus, Workplace, Employee Benefits

Carol Buckmann to Present at PLANSPONSOR National Annual Conference

Carol Buckmann will present at the PLANSPONSOR annual conference on September 21, 2020.

Carol Buckmann to Present on Strafford Webinar on Private Equity Compliance with ERISA

Carol Buckmann to present at Stafford live webinar, “Private Equity Compliance With ERISA: Fiduciary Duties in Managing ERISA Plan Assets on September 16, 2020.

Equity Plans, Fiduciary Advice, Firm News Carol BuckmannAugust 16, 2020ERISA, Fiduciary, compliance

Carol Buckmann to Participate on PLANSPONSOR Webinar, “Distribution Options for Employees”

Carl Buckmann will be speaking at a PLANSPONSOR webinar on distribution options for employees on August 20, 2020.

How Long Is the Long Arm of ERISA? The Limits of Controlled Group Pension Liability

Are foreign parents responsible for a U.S. subsidiary’s unpaid pension liability?

Investment Advisers and Broker Dealers: Thought You Finished Your Form CRS? Think Again

The first Form CRS (Client Relationship Summaries) have been delivered and filed by investment advisors. But regulators are suggesting that firms could do a lot better.

Investment Adviser LawLauri LondonAugust 3, 2020