SECURE 2.0 takes aim at the retirement savings gap and contains major changes affecting all types of plans. Some of them are effective in 2023. Here are some key takeaways.
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We share expert insights on executive compensation, retirement plans, fiduciary duties, and more.
Stay updated on the latest legal trends and practical advice for employers and executives.
New regulations make ESG investing easier, but can’t close the political divide.
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A Recent SEC Risk Alert describes financial firms’ complacency regarding identity theft prevention programs under the Red Flag Rule. Attention Registered Investment Advisers and Broker-Dealers.
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Several new developments mean that the debate over whether cryptocurrency belongs in retirement plans isn’t going away.
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For RIAs that haven’t yet updated their Advertising and Marketing P&Ps, time is quickly running out. The compliance deadline for the new marketing rule is just weeks away and the SEC has set its sights on enforcement.
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Congratulations to our Partner Sandra Cohen on her induction to the American College of Employee Benefits Counsel.
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Carol tells Bloomberg Law why we need more guidance on liability when participant benefits are stolen by internet thieves.
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The IRS has extended the deadline for finalizing qualified plan amendments, although plan sponsors might want to amend their plans sooner rather than later. Attorney Ben Josselsohn explains why.
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Part II of our introduction to profits interests (carried interests): How to scrutinize profits interests as part of an employment offer?
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Part I of a two part series introduces profits interests - a compensation structure that comes with special tax advantages, but also pitfalls.
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Who is responsible when a thief steals a participant’s 401(k) account?
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A recent Supreme Court decision on agency powers could affect Department of Labor guidance. Carol Buckmann explains the possible impact in this article.
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Mandatory arbitration of ERISA claims could curb class action litigation, but open issues remain. Careful drafting is a must.
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Plan sponsors may receive a letter inviting them to participate in a pre-audit compliance pilot program.
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The pushback against the DOL’s position on cryptocurrency investments intensifies as a lawsuit is filed by ForUsAll to invalidate the DOL guidance. Has the DOL exceeded its statutory authority?
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