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401(K) Compliance Check #11 – Tackling Beneficiary Designations

In last month’s 401(k) Compliance Check, we discussed best practices for drafting a 401(k) plan summary plan description (SPD). This month we provide some best practices for plan administrators’ handling of 401(k) plan...more

ESOP Valuation and Other Considerations in the Age of the Coronavirus

Many corporate clients that currently sponsor employee stock ownership plans (“ESOPs”) are addressing ESOP plan administration matters for the plan year ending December 31, 2019 (or another recent non-calendar plan year-end...more

ERISA Fiduciary Training – Should Employee/Fiduciaries Live Without It?

Every week, new federal lawsuits are filed against companies and individuals, alleging that one or more breaches of fiduciary duties have been committed in connection with responsibilities owed to employee benefit plans...more

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