Today on “Real Talk,” hosts Megan Monson and Diane Moss are joined by Carol Sutton Lewis, a former practicing attorney who now hosts and produces the award-winning podcast, ‘Ground Control Parenting.’ Lewis describes how...more
On October 31, 2023, the U.S. Department of Labor (DOL) proposed a new fiduciary rule that would expand the definition of “investment advice fiduciary” under ERISA to cover certain one-off recommendations and expand who is...more
In today’s episode of “Real Talk,” Megan Monson, partner in Lowenstein Sandler's Employee Benefits and Executive Compensation practice, speaks with her colleagues Diane Moss, counsel in Lowenstein's Emerging Companies &...more
A well-thought-out hiring process can help companies not only attract and retain top talent, but it can also ensure that companies meet legal obligations, obtain necessary protections, and avoid costly mistakes. In this...more
In this episode of “Real Talk,” the hosts talk with Deirdre Stanley, Executive Vice President and General Counsel of The Estée Lauder Companies, about her career: how she decided to go in-house, her role in the merger between...more
On August 25, the Internal Revenue Service issued Notice 2023-62 (the Notice) delaying implementation of a provision of the SECURE 2.0 Act of 2022 that, commencing in 2024, would have required catch-up contributions by...more
Today on Just Compensation, Megan Monson, Julie Levinson Werner, Taryn E. Cannataro, and Amy C. Schwind discuss some of the issues an employer must consider as the workforce becomes increasingly remote. They recommend that...more
Megan Monson, Amy Komoroski Wiwi, and Jessica I. Kriegsfeld talk about recent developments and trends in the law relating to employment-related non-competition agreements, including a proposed federal rule that could...more
In this episode of “Real Talk,” the hosts talk with Diana Ingallinera Faillace about taking time off from the practice of law, and how to facilitate a smooth return to your career. They emphasize maintaining one’s network and...more
Andrew E. Graw, Megan Monson, Jessica Kriegsfeld discuss the SECURE 2.0 Act and some of the retirement plan changes it will create in 2023 and beyond, such as raising the age for taking required minimum distributions from...more
The latest “Just Compensation” podcast features Megan Monson, Taryn E. Cannataro, and Jessica Kriegsfeld of Lowenstein’s Employee Benefits & Executive Compensation group describing some of the benefits-related considerations...more
In this episode of “Real Talk,” Lowenstein associates discuss their pre-law school careers, and how that work experience has enhanced their practices. Partners Megan Monson, and Nicole Fulfree welcome associate Amanda...more
In this edition of “Just Compensation,” Andrew E. Graw, Chair of Lowenstein’s Employee Benefits & Executive Compensation practice, talks with partner Megan Monson and counsel Taryn E. Cannataro about 401(k) plan...more
Lowenstein Sandler’s Investment Management Group is pleased to provide you with the summaries and checklists described below.
Summaries of recent legal developments with respect to:
•SEC’s 2023 Examination Priorities-...more
4/7/2023
/ CFTC ,
Commodity Pool ,
Commodity Trading Advisors (CTAs) ,
Custody Rule ,
Cybersecurity ,
Electronic Communications ,
Employee Retirement Income Security Act (ERISA) ,
Fund Managers ,
Investment Adviser ,
Office of Foreign Assets Control (OFAC) ,
Popular ,
Proxy Voting ,
SEC Examination Priorities ,
Securities and Exchange Commission (SEC) ,
Virtual Currency
In this episode, the hosts continue their discussion about how to give and receive criticism constructively. They outline a recommended approach to giving criticism in ways that are appropriate and honestly aimed at a...more
In this episode, the hosts discuss how companies can structure “in-the-money” stock options in order to avoid violating IRS rules governing non-qualified deferred compensation. They also address the benefits and potential...more
In this episode of “Real Talk,” Megan Monson, Nicole Fulfree, Rachel Moseson Dikovics, and Audrey G. Ogurchak discuss how hard it is to both give and receive criticism, and why defensiveness seems to be felt so...more
On December 29, 2022, President Biden signed into law the federal omnibus spending bill titled the Consolidated Appropriations Act, 2023. Included in the omnibus bill is the SECURE 2.0 Act of 2022, which builds on the tax...more
Lowenstein litigator Jennifer Fiorica Delgado joins hosts Megan Monson, Nicole Fulfree, and Rachel Moseson Dikovics to discuss how working parents are recovering from the pandemic. They describe the challenges of raising...more
In this episode of “Just Compensation,” Megan Monson, Taryn E. Cannataro and Darren Goodman discuss phantom equity, which is a type of bonus plan often utilized by privately held companies, particularly when the company's...more
Megan Monson, Nicole Fulfree, and Rachel Moseson Dikovics continue their discussion about why women lawyers are leaving the profession with Laura Leopard, Founder and CEO of Leopard Solutions, whose research found that women...more
In Part I of a two-part discussion, hosts Megan Monson, Nicole Fulfree, and Rachel Moseson Dikovics talk with Laura Leopard, Founder and CEO of Leopard Solutions, about the surprising results of a recent survey on why women...more
In the current state of the economy, stock option repricing may be a valuable tool in incentivizing employees. Partners Darren Goodman and Megan Monson talk with Taryn Cannataro about the benefits of repricing, the variety of...more
On July 26, 2022, the U.S. Department of Labor (DOL) released a proposed amendment to Prohibited Transaction Class Exemption 84-14, known as the Qualified Professional Asset “Manager” (QPAM) exemption. ...more
8/5/2022
/ Department of Labor (DOL) ,
Employee Retirement Income Security Act (ERISA) ,
Fiduciary Duty ,
GAAP ,
Internal Revenue Code (IRC) ,
Investment Adviser ,
IRS ,
Notification Requirements ,
Proposed Amendments ,
QPAM ,
Real Party in Interest ,
Recordkeeping Requirements
In this episode of “Real Talk”, hosts Megan Monson, Nicole Fulfree, Rachel Moseson Dikovics, and Amanda K. Cipriano discuss the factors that contribute to burnout culture in the legal profession, the reasons women may be more...more