Establishing a Retirement Plan Committee

Plan committees provide a way for plan sponsors to more effectively fulfill plan fiduciary responsibilities. In this article, Carol Buckmann explains why and describes best practices.

SECURE Act 2.0 Would Solve Longstanding Pension Problems

Building on the foundation laid by the SECURE Act, if enacted, SECURE Act 2.0 would further incentivize retirement savings and new plan formation.

Investment Advisers: Are you ready for your next SEC Examination?

Avoiding Notable Compliance Issues that were identified by the SEC.

Investment Adviser LawLauri LondonNovember 24, 2020

Carol Buckmann Quoted in PLANSPONSOR Article on Records Retention

Carol Buckmann was interviewed by PLANSPONSOR magazine - November 2020

Qualified Retirement PlanSandra CohenNovember 20, 2020electronic records, 401(k), pension plans

Navigating the COBRA Deadline Extension

COVID-19 relief extended the deadlines for taking action under COBRA. Here are the issues plan sponsors should be considering.

Pass It Forward-Why Fiduciaries Should Consider Outsourcing Plan Investment Responsibility

More plan sponsors should consider ERISA’s options for delegating investment responsibility.

Fiduciary Advice, Qualified Retirement PlanCarol BuckmannNovember 8, 2020OCIO, 3(38), investmentmanagement

Cohen & Buckmann Honored with Upgraded National and Regional Rankings in the 2021 U.S. News - Best Lawyers ® “Best Law Firms” List

The Firm is honored with upgraded national and New York “Best Law Firm” rankings by U.S. News- Best Lawyers 2021 in the area of Employee Benefits (ERISA) Law.

Firm NewsSandra CohenNovember 5, 2020

Fiduciary Liability Insurance Premiums Are Soaring-What Are Plan Sponsors To Do?

It should be no surprise that the cost of fiduciary liability insurance has gone up. Here are some responses.

Sandra Cohen & Carol Buckmann Named "Trailblazers" by National Law Journal

Sandra Cohen & Carol Buckmann were named Trailblazers in the Elite Boutique category by ALM Media, in the October 2020 issue of the National Law Journal.

Firm NewsSandra CohenOctober 19, 2020

The Supreme Court Won’t Review Sun Capital Partners-What It Means for Private Equity

The First Circuit decisions stand. What does that mean for private equity?

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