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Common Mistakes and Practical Advice When Acquiring a Company with a 401(k) Plan

When acquiring a company that offers its employees retirement benefits via a 401(k) plan, a lot can go wrong and recent law changes and litigation trends have created more complications. Buyers who fail to understand and...more

Five Things on the Department of Labor’s Radar for Employee Benefit Plans

All qualified retirement plans are subject to a myriad of requirements of the Employee Retirement Income Security Act of 1974, as amended (ERISA). The United States Department of Labor (DOL) is charged with enforcing the...more

Diving Into SECURE 2.0: New and Potentially Easier Ways to Make Withdrawals from 401(k) Plans

...Emergency Savings Accounts and Distributions - Brief overview. As reported previously, SECURE 2.0 permits but does not require plans to add emergency savings accounts beginning with the 2024 plan year, but only...more

Benefits Issues That Arise Upon Misclassification of Employees

Worker classification is an area of major concern for employers of all sizes. Misclassification of workers as independent contractors has labor and employment ramifications as well as employee benefits ramifications. Guidance...more

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