News & Analysis as of

Retirement Plan Employee Retirement Income Security Act (ERISA) Retirement Funds

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

The Ones Who Were There (and the Ones Who Weren’t)

In this business—the retirement plan business, the ERISA world—you don’t build anything alone. You might draft the documents, run the meetings, fix the failures, and chase the clients, but if you’re lucky, a few people walk...more

Ogletree, Deakins, Nash, Smoak & Stewart,...

Coming to a Retirement Plan Near You in 2024 - Long-Term, Part-Time Employees

Beginning January 1, 2024, employers will be required to allow Long-term, part-time (LTPT) employees to make deferral contributions to qualified retirement plans that contain cash or deferred arrangements. Deferrals for LTPT...more

Poyner Spruill LLP

Year-End Round-Up

Poyner Spruill LLP on

The end of the year is fast approaching. Before calendars fill up too much with parties and PTO, now is a good time to take stock of year-end notice requirements for plan sponsors. As a quick reference, included below are...more

Dickinson Wright

What Happens to the 401(k) Plan When a Company Is Sold?

Dickinson Wright on

Administering a 401(k) plan is a team effort, requiring the expertise of HR staff, the plan’s recordkeeper, and an ERISA attorney. When a company that sponsors a 401(k) or other retirement plan sells the business, a call...more

Williams Mullen

[Event] Benefits Forum 2022: Retirement Plans - Risks, Rewards & What's Ahead - September 22nd, Richmond, VA

Williams Mullen on

This hybrid event offers two options for attendance: in-person or webinar. Both options will have an interactive experience and SHRM credit, so choose the method that works best for you. Topics include: > SECURE Act...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

The Rosenbaum Law Firm Review - Volume 13 Issue 5

Great 401(k) Options That Aren’t A Fit For Every Plan Sponsor - When you’re trying to buy a product or service, many times you’re being oversold things that you don’t need like that extended service warranty on a cheap...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Advisors Advantage - February 2022

The Don’ts Of Being A Retirement Plan Provider - I’ve never been a fan of what other people think of me, but I do care how I present myself. I can only be responsible for myself and how I treat other people including plan...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Don’t forget Cycle 3 Restatements

With 2022 here, don’t forget about Cycle 3....more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

The one fund family lineup Is a bad idea

You must know about the shoemakers’ children and how they go barefoot and have no shoes. In the retirement plan industry, we have retirement plan providers and their employees’ retirement plans....more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Retirement Plan Advisors Advantage - October 2021

Some Unpleasant Truths About The Retirement Plan Business - I think the world of the retirement plan industry, but I’m the guy who likes to speak the unspeakable truths because by pinpointing what’s wrong, we can make...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

State IRA programs spur retirement plan sponsorship

While state enacting mandatory IRA programs for employers that don’t offer retirement plans seems burdensome, I do support it, just because it increases retirement plan coverage and likely, plan sponsorship, so these...more

Bowditch & Dewey

DOL Proposes New Rules for Selecting Retirement Plan Investments

Bowditch & Dewey on

If you are a member of the committee for your employer’s pension, 401(k), profit-sharing, or 403(b) plan, you should check out a set of proposed rules for selecting investments. If you have an outside investment advisor, as...more

UB Greensfelder LLP

[Webinar] What's New in the World of ERISA? - February 13th, 2:00 pm ET

UB Greensfelder LLP on

Join Ulmer on February 13 for a Live Webinar on What’s New in the World of ERISA - Journey to the world of ERISA with Cleveland Partner-in-Charge Patricia Shlonsky on February 13 at 2 p.m. (ET). During this one-hour...more

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