Hitting the Target-Evaluating Target Date Funds Is A Fiduciary Responsibility

Many fiduciaries still need to learn how to review target date funds.

The ABCs of RFPs

Here is how ERISA plan fiduciaries can hire the best providers and position themselves to respond effectively to fiduciary breach claims.

How Do You Defend Against Excessive Fee Lawsuits?

Courts don’t review investment decisions and fees with 20/20 hindsight. Fiduciaries need to follow and document a prudent process.

Fiduciary Advice, Qualified Retirement PlanCarol BuckmannJanuary 28, 2021fees, Fiduciary, lawsuit, investments

When Can 401(k) Fiduciaries Get Excessive Fee Suits Dismissed? Anatomy of Two Recent Wins

Can fiduciaries get excessive fee suits dismissed? Sometimes, if plaintiffs make conclusory allegations.

Back to the Basics-How Will Your Plan Fare in an Audit or Lawsuit?

Going back to the basics is a great plan fiduciary resolution for 2021.

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